How to Login to Shopify Admin, Partner Dashboard & for Customer Account

How to Login to Shopify Admin, Partner Dashboard & for Customer Account

Shopify is one of the most popular E-commerce platforms today. It’s a platform that allows both business owners to create an online store and freelancers to help store owners develop their websites. Whatever you want to do on Shopify, you will need an account, and this article is everything you need to know when it comes to Shopify accounts. Especially, it will provide you the detailed guide on how to login to both Shopify Admin, Partner Dashboard as well as Customer Account!

Table of Content

1. How to log in to Shopify Admin?

1.1. What is Shopify Admin?

Shopify Admin is where you can manage all of the aspects of your store. It’s like a management center that Shopify provides you to handle the back-end of your online business.

When you log in to your Shopify Admin, the Home Page will be the first thing that you see.

Home page in Shopify Admin

Here you can find various pieces of information such as your daily tasks, recent activities or a timeline of total sales. On the left side, there is a sidebar through which you can access different sections of Shopify Admin. These sections include:

  • Orders, customers, and products are the core of your business activities.
  • Online stores, point of sale are ones of the sales channels. There is a handful of others when you click that + button.
  • Apps are applications bought from the Shopify app store and installed on your account.
  • Settings are features applied to your Shopify store.

On the top of the dashboard, there is a search bar that you can use to find product SKUs, pages or other details in your Shopify Admin.

1.2. How to create a Shopify Account?

Step 1: Go to Shopify and hit Start free trial.

Start free trail to create admin account

Step 2: Enter your information and hit Create your store.

Create your admin shopify account

Step 3: Do the following steps and you’re good to go.

Enter admin account information

1.3. How to log in to Shopify Admin?

Step 1: When your account is ready, go to Shopify Homepage and click on Log in.

Log in to shopify admin

Don’t click on Start free trial as that is for creating a new account.

Step 2: Enter your Shopify’s store name on the next page.

Enter Shopify’s store name

Step 3: Type in your password and click on Log in.

Enter admin Password

If you forgot your password, you can click on Forgot password.

Forgot admin password

Once you type in your password and hit Enter, you will be directed to Shopify Admin.

2. How to log in to Shopify Partner?

2.1. About Shopify Partner Program?

This program was launched by Shopify in 2016, which attract people with certain types of expertise (design, marketing, and programming) to partner with Shopify and earn incentives. Anyone can become a basic Shopify partner and make money by referring new customers to Shopify.

Most people, however, aim to become a Shopify expert. Anyone who wants to earn this title has to provide a proven-record of successful set-up of Shopify stores. Shopify requires at least 5 examples of Shopify stores that the individual has helped to set up. When someone is qualified, they will be given the title Shopify expert and will get a listing on the Shopify Experts website. In there, the individual will be ranked based on their success with clients.

Shopify partner website

Shopify offers a list of categories which individuals or companies can join as Shopify experts including:

  • Marketing and Sales
  • Store Set-up
  • Store Development and Troubleshooting
  • Visual Content and Branding
  • Content writing
  • Expert Guidance

Become Shopify partner

2.2. Create a Partner Account on Shopify?

Step 1: Go to the https://www.shopify.com/partners site and click on Join now.

Join partner program now

Step 2: Enter your information and Hit Create account.

Create partner account

Step 3: You will be directed to a page where there is a form to fill out; finish it and hit View your dashboard and you will get to your dashboard.

View your partner dashboard

Partner Dashboard

2.3. Login to your Partner account on Shopify?

Step 1: Go to the https://www.shopify.com/partners site and click on Log in.

Partner login

Step 2: Enter your email.

Enter your partner email

Step 3: Enter your password. If you forgot it, hit Forgot password.

Forgot partner password

There you go!

3. How to log in to Shopify for Customers?

3.1. Customer account, what is it?

When enabling customers to create their personal accounts, their information including identity (name, phone number, email), order history and current order status will be stored in your database. When a customer logs in, their details such as name, email and address will be pre-filled from your data during checkout.

3.2. Set your customer account preferences?

You can set up customer accounts as required or optional, you can even disable them. When customers want to create an account, they will be directed to a separate page for account creation. Keep in mind that if you make customer accounts required, that might hurt sales conversions because it complicates the buying process.

To edit your customer account settings, go to Settings -> Checkout in your Shopify Admin.

Edit your customer account settings

  • Accounts are disabled: There won’t be an option for customers to create an account or log in during checkout. They will have to enter their information manually at checkout as fields won’t be pre-filled.
  • Accounts are optional: It’s not mandatory to have an account to check out, but customers can still create an account. Their information will be pre-filled if they have an account and are logged in during checkout.
  • Accounts are required: It’s mandatory to check out with an account, which means customers have to create one and are logged in to complete their checkout. This setting is helpful if you’re running a wholesale or members-only store.

Click Save to finish your customer account settings.

3.3. Invite customers to create accounts?

If your customer account setting is optional, you can send your customers direct invitations to encourage them to create an account. They will receive an email asking them to create their password; this email is only valid for 30 days.

Customers Direct Invitations

To see whether a customer has created an account, you can check in the contact information on the customer’s page. You can send account-creation invitations individually or in bulk.

To see whether a customer has created an account

How To Send Invitations Individually

Step 1: Go to your Shopify Admin, click Customers.

Step 2: Choose the customer that you want to invite; if the customer who you want to invite is not listed, you will need to add them first.

Choose the customer that you want to invite

Step 3: Click their email address and a pop-up will appear, you need to fill out the information.

Click customer's email address

Fill out customer information

You can make changes by:

  • Choosing who sends the invitation with the From drop-down.
  • Editing the default template of your invitation email by hitting the Notifications link below the Custom Message area.

Custom Message Notifications to customers

Step 4: Click Review Email.

Review Email before sending to customers

Step 5: If everything is ok, click Send Notification.

How To Send Invitations In Bulk

If you want to send invitations in bulk, you’ll need to use Shopify Account invite Apps which is free and you can download from the store.

If you are on Shopify Plus, you will be provided with an app called Bulk Account Inviter for this activity. This app is not available in the app store so you’ll need to contact Launch Engineer of the plan to install it.

3.4. How to reset customers’ passwords:

If a customer forgets their password, you can reset it for them.

Step 1: Go to Customers in your Shopify Admin

Step 2: Click the customer you want to edit

Step 3: Click Reset Password

Reset customers login Password

Step 4: Click Reset password again in the next dialog.

Click to Reset customers login password

After that, an email will be sent to the customer with instructions showing them how to reset their password.

3.5. How to disable a customer’s account:

If an account is required to place an order (your preference mentioned in section 3.1), you can disable an account to prevent that customer from placing an order with you.

Step 1: Go to Customers in your Shopify Admin

Step 2: Click the customer whose account you want to disable

Step 3: Click Disable Account

Disable customer's Account

Final words

So I have just provided you the full information about Admin Login, Partner Login, and Customer Login. I hope this guide will give you clear instructions on how to log in to different kinds of accounts on Shopify. If you have any ideas or questions, feel free to add it in the comment box below.

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