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Add Users to the Bookkeep App within Shopify

Step 1: Install and Open the App​

Open the Bookkeep app from your Shopify admin. You'll see a screen indicating that your Shopify email is not currently linked to a Bookkeep user.

Step 2: Choose "Log in with my Bookkeep user"​

You'll see two options:

  • "Sign in to Bookkeep" ← Click this one

  • "I'm new - Create my account"

Step 3: Enter Your Bookkeep Email​

On the next screen, enter the email address associated with your Bookkeep account.

Click "Send verification email".

Step 4: Check Your Email​

You'll receive a verification email from Bookkeep. Click the verification link in the email.

Note: Check your spam/junk folder if you don't see the email within a few minutes.

Step 5: Select Your Entity (if applicable)​

After verification, if your Bookkeep account has access to multiple entities, you'll be asked to select which one to connect to this Shopify store.

If you only have access to one entity, this step happens automatically.

You're now connected! The app will load your Bookkeep data for the selected entity.

How People Get Access Through the Shopify App​

Opening the Bookkeep app from a store's Shopify Admin can give that person access to the entity the store is connected to, without an invitation from Company Settings:

  • The person who installs the app for a new store gets a company and entity of their own, which they own.
  • The installer named on a connect request: when someone at your company connects a Shopify store and enters the installer's email, that person becomes an Admin of the entity when they open the app.
  • Anyone else who opens the app from the store, such as store staff, is linked with External access: they can use Bookkeep Inventory in Shopify and nothing else. If Bookkeep doesn't know their email yet, they must confirm it first.

Your company's admins receive an email each time the Shopify app adds someone to one of your entities. These people appear on Company Settings → Users, often labelled Entity access only. Hover the info icon on their row to see exactly how they got access. See How to Invite and Delete Users.

note

If your company removed someone from an entity and they open the Bookkeep app in Shopify again, they come back with inventory-only access (External), even if a connect request names them as the installer.