Use BackstockOps workflow roles and approvals

Use BackstockOps workflow roles and approvals when you need app-owned control over who can manage suppliers, purchase orders, receiving, stock counts, reports, exports, settings, API keys, and audit logs.

Plan Requirement

Workflow roles, advanced approval controls, audit access controls, and public API key management are Scale features. Trial and development stores can test them.

Role Or Permission Requirement

Owner/Admin can manage staff access. A user needs manage_roles to change roles, view_audit_logs to view the audit log, and manage_api_keys to manage public API keys.

App Path

Shopify Admin > Apps > BackstockOps > Settings > Data & access.

Direct app path: /app/settings?section=dataAccess.

Role Labels

BackstockOps roles include:

• Owner/Admin
• Buyer
• Receiver
• Counter
• Analyst
• Read-only

The Staff permission model field shows Use BackstockOps workflow roles when app-owned roles are active.

Approval Threshold Labels

Settings include:

• PO send approval amount
• Over-receipt units
• Stock adjustment value
• PO requester cannot approve the same PO
• Counter cannot approve their own adjustment request
• Save staff access

Audit Log Labels

The audit log includes:

• Audit log
• Export CSV
• Previous
• Next
• Audit log cleansing
• Retain days
• Type CLEANSE to confirm
• Cleanse old audit events

Shopify Read And Write Behavior

Workflow roles are BackstockOps records and do not change Shopify staff permissions. Shopify controls whether a staff member can open the app. BackstockOps controls what the staff member can do after the app loads.

Expected Success State

Staff users appear after opening BackstockOps from Shopify. Each active user has a role. Governed actions create audit events. Approval-required actions show an approval request until an eligible approver approves or denies them.

Common Troubleshooting

• Staff user is missing: ask the staff member to open BackstockOps from Shopify Admin once.
• A user can open the app but not act: review their BackstockOps role.
• A user cannot open the app: review Shopify staff app permissions.
• An approver cannot approve: separation-of-duties settings may require a different user.
• Audit export is unavailable: check view_audit_logs and plan access.

Related Articles

• Configure BackstockOps settings
• Manage BackstockOps Billing
• Purchase Order Receiving
• Approve and apply stock count adjustments
• Public API Access

Search Keywords

roles, permissions, workflow roles, Owner/Admin, Buyer, Receiver, Counter, Analyst, Read-only, approval threshold, purchase order approval, over receipt approval, stock adjustment approval, audit log, CLEANSE