Required Shopify organization permissions for ProfitMetrics
When installing the ProfitMetrics app in Shopify, if you come across an error message you can follow the guide below to ensure you have sufficient organization permissions.
The ProfitMetrics Shopify app requires Stores and Billing organization permissions to install. If your Shopify user account is missing either of these, the install will fail before the connection to ProfitMetrics completes. This article shows you which permissions to grant and how to update them.
Organization permissions apply to merchants on the Shopify Plus plan and to multi-store organizations. If your store is on a non-Plus plan with a single store, the equivalent access is granted through store-level Finance permissions and the Administrator store role.
What You Need
| REQUIREMENT | DETAILS |
|---|---|
| Shopify access | An active Shopify account with access to the store you want to connect to ProfitMetrics |
| Organization permissions | Stores and Billing enabled on your assigned organization role |
| Permission to update roles |
If you can't grant these to yourself, the Organization owner or a user with the Organization administrator role must do it |
Why These Permissions Are Required
The Shopify install flow checks the permissions of the user authorising the connection before it hands control to ProfitMetrics. Both permissions are needed:
| PERMISSION | WHAT IT ALLOWS |
|---|---|
| Stores | Access to the store the app is being installed on, including the ability to approve app installation and authorise the connection |
| Billing | View and approve organization-level billing, which Shopify validates as part of installing any third-party app |
Without Stores, the install can't be authorised against the target store. Without Billing, Shopify blocks the install before it reaches ProfitMetrics. The error message in either case is generic and does not always identify which permission is missing.
Who Can Grant These Permissions
Organization-level permissions can only be granted by the following users:
- The Organization owner
- Users with the Organization administrator organization role
- Users with the Store user administrator organization role (for managing access to specific stores)
If you don't fall into one of these categories, send the steps below to whoever does.
How to Grant Stores and Billing Permissions
Follow these steps from a Shopify admin account that can manage organization roles:
- From your Shopify admin, go to Settings > Users.
- In the Users list, click the user who will install ProfitMetrics.
- In the Roles and groups section, click the organization role assigned to them. If they don't have one, click Assign and pick a role with the appropriate scope, or create a new role.
- In the role's Permissions section, scroll to Organization permissions.
- Enable Stores and Billing.
- Click Save.
The user may need to sign out and back in for the updated permissions to take effect.
Retry the App Installation
Once Stores and Billing are enabled on the user's role:
- Sign in to Shopify as the user with updated permissions.
- Open the ProfitMetrics app from the Shopify App Store and click Install.
- Approve the connection on the Shopify confirmation screen.
The install should now complete and redirect you to the ProfitMetrics setup flow. If you previously created a partial install, ProfitMetrics will pick up where you left off rather than create a duplicate connection.
Troubleshooting
| ISSUE | WHAT TO CHECK |
|---|---|
| Same error after updating permissions | Sign out of Shopify and sign back in to refresh your session. Permission changes do not always apply to an active session. |
| "Stores" or "Billing" toggle is missing | You're editing a role managed by Shopify. Create a custom organization role, copy the existing permissions across, enable Stores and Billing, then assign that role to the user. |
| Can't see Settings > Users | You aren't signed in as the Organization owner or a user with the Organization administrator role. Ask one of them to update the permissions on your behalf. |
| Install completes but the store doesn't appear in ProfitMetrics | The connection authorised the wrong store. Reinstall while signed in to the specific store you want to track. |
If the install still fails after enabling both permissions, email ProfitMetrics support with a screenshot of the error.