- Short answer
- Yes — a role with "Restrict permissions to assigned company locations" filters four admin pages; Analytics and Home stay unfiltered.
- Plans
- Not on Starter or Retail; some permission levels may be limited outside Plus — test the role
- Filtered pages
- Customers, Orders, Draft orders and Companies only
- Still unfiltered
- Analytics, Marketing, Home; Amount spent totals; all customer, product and pricing data while creating a draft order
- Limit
- Up to 10 sales staff per company location
- Not on the pages we read
- Whether the restriction applies in Shopify POS or the mobile app
How do you limit a rep to their assigned companies?
Create a role in Settings › Users › Roles and, under Permissions › Companies, give it at least:
- View companies
- Assign staff to company locations
- Restrict permissions to assigned company locations
On Shopify's store permissions page, the assigning permission is called Assign other users to company locations. Add Customers, Orders and Draft orders so the rep can take orders.
- Settings
- Users
- Roles
Give the rep that role in Settings › Users › Add users, under Roles and groups. Then open a company in Customers › Companies and choose ··· › Edit assigned staff to assign the rep to all its locations at once.
- Customers
- Companies
What does a restricted rep still see?
The restriction filters four admin pages; no other page restricts information by company:
- Customers
- Orders
- Draft orders
- Companies
- Analytics
- Marketing
- Home
- Every other admin page
No page we read on October 29, 2026 — Shopify's sales staff, store permissions and B2B features and plan pages — says whether the restriction applies in Shopify POS or the mobile app.
Leaving Analytics, Marketing and Home off the role is Shopify's advice; the restriction doesn't enforce it. Home and Analytics have limits of their own for any staff role.
Even on filtered pages, Amount spent shows totals for all locations. A rep creating draft orders has access to all your product, pricing, customer and inventory data.
Which plans and limits apply?
B2B runs on Basic, Grow, Advanced and Plus, not Starter or Retail. Shopify's B2B features page says some permission levels might be limited on non-Plus plans without naming them, so test the role first.
Each company location takes up to 10 sales staff, and one rep can cover multiple company locations.
Review older roles: staff with Customers permissions before January 31, 2024 were automatically granted Companies permissions.
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