Team & Multi-Store

Consolidated multi-store view

Consolidated Multi-Store View If you manage multiple Shopify stores that use the same currency, Datadrew can combine their data into a single unified view. This consolidated view gives you a holistic picture of your business performance across stores. How It Works The consolidated view automatically detects stores in your workspace that share the same currency and merges their analytics data. When you select the consolidated view from the store selector, dashboards display combined metrics -- for example, total revenue across all stores rather than one store at a time. Enabling the Consolidated View 1. Connect two or more Shopify stores to your workspace (see Connecting Multiple Shopify Stores). 2. Ensure the stores use the same currency (e.g., all use USD). 3. Open the store selector in the top navigation bar. 4. Select the Consolidated View option (it appears automatically when eligible stores are detected). What You Can Do in Consolidated View - View combined dashboards -- See aggregated metrics across all same-currency stores. - Use Drew AI -- Ask questions about your combined data. - View blended ad metrics -- See combined ad spend, ROAS, and other metrics. Limitations The consolidated view is read-only. You cannot perform write operations while in consolidated view, including: - Changing settings or global filters - Managing integrations - Running Klaviyo syncs - Modifying automations - Updating billing or subscription To make changes, switch back to an individual store using the store selector. Currency Requirement Stores must share the same base currency to be included in the consolidated view. If your stores use different currencies (e.g., one uses USD and another uses EUR), they will not be combined. Each store will remain accessible individually. Who Can Access It The consolidated view is available to Owners and Admins who have access to all stores in the workspace. Members with restricted store access will only see their assigned stores. Need help? Contact us at support@datadrew.io. Related articles - Connecting multiple Shopify stores - Supported currencies and multi-currency stores - Inviting team members to your workspace - Managing your workspace settings Need help? If you have questions or run into issues, reach out to us at support@datadrew.io or use the in-app chat. We're happy to help.

Connecting multiple Shopify stores

Connecting Multiple Shopify Stores Datadrew supports connecting multiple Shopify stores to a single workspace, letting you monitor and analyze all your stores from one place. This is especially useful for brands with regional stores or agencies managing multiple merchants. Plan Requirements | | | | --- | --- | | Plan | Number of Stores | | Free | 1 store | | Essentials | 1 store | | Pro | Up to 3 stores | | Enterprise | Custom (contact sales) | How to Connect an Additional Store 1. Open the Shopify App Store from your second Shopify store's admin panel. 2. Search for and install the Datadrew app. 3. During the installation, sign in with the same Datadrew account you used for your first store. 4. The new store will automatically be added to your existing workspace. Once connected, the new store appears in the store selector dropdown in the Datadrew sidebar, letting you switch between stores easily. Per-Store Configuration Each connected store has its own independent configuration: - Integrations -- Connect Meta Ads, Google Ads, Klaviyo, etc. separately for each store. - Subscription -- Each store has its own billing plan managed through that store's Shopify admin. - Data Sync -- Each store syncs its data independently. - Global Filters -- Settings like excluded tags or countries are configured per store. - Automations -- Weekly reports and Klaviyo syncs are set up per store. Switching Between Stores Use the store selector in the top navigation bar to switch between connected stores. When you select a different store, all dashboards and analytics update to show data for that store. Consolidated Multi-Store View If you have multiple stores using the same currency, Datadrew can show a combined view of your data. See the article on Consolidated Multi-Store View for more details. Need help? Contact us at support@datadrew.io. Related articles - Consolidated multi-store view - Inviting team members to your workspace - Managing your workspace settings - Connecting your Shopify store Need help? If you have questions or run into issues, reach out to us at support@datadrew.io or use the in-app chat. We're happy to help.

Managing your workspace settings

Managing Your Workspace Settings Your Datadrew workspace is the central hub where your team, stores, and settings come together. This article covers how to manage your workspace configuration. Accessing Workspace Settings 1. Click on Workspace in the Datadrew sidebar. 2. You will see an overview of your workspace including the workspace name, connected stores, team members, and pending invitations. Changing Your Workspace Name 1. In the Workspace settings page, locate the workspace name at the top. 2. Click the Edit button next to the workspace name. 3. Enter the new name and click Save. The workspace name is visible to all members and helps identify the workspace when users belong to multiple workspaces. Managing Team Members The workspace settings page shows a list of all current members with their: - Name and email address - Role (Owner, Admin, or Member) - Store access -- which stores they can view As an Owner or Admin, you can: - Update a member's role -- Change between Admin and Member. - Update store access -- Assign or remove specific store access for Members. - View pending invitations -- See who has been invited but has not yet accepted. - Revoke invitations -- Cancel a pending invitation before it is accepted. Viewing Connected Stores The workspace settings page displays all Shopify stores connected to your workspace, along with: - Store name and Shopify domain - Active integrations (Meta Ads, Google Ads, Klaviyo, etc.) - Current subscription plan for each store Workspace Types Each user who creates a Datadrew account gets a default Owner workspace. This workspace is created automatically during onboarding. Additional workspaces cannot be created manually at this time -- contact support if you need a custom setup. Need help? Contact us at support@datadrew.io. Related articles - Inviting team members to your workspace - Understanding user roles - Setting up global filters - Connecting multiple Shopify stores Need help? If you have questions or run into issues, reach out to us at support@datadrew.io or use the in-app chat. We're happy to help.

Understanding user roles

Understanding User Roles Datadrew uses a role-based access system to control what each team member can do within your workspace. There are three roles: Owner, Admin, and Member. Role Comparison | | | | | | --- | --- | --- | --- | | Permission | Owner | Admin | Member | | View all dashboards | Yes | Yes | Yes (assigned stores only) | | Use Drew AI | Yes | Yes | Yes | | Export data (CSV) | Yes | Yes | Yes | | View all connected stores | Yes | Yes | Assigned stores only | | Manage integrations | Yes | Yes | No | | Manage settings (filters, reports) | Yes | Yes | No | | Invite and manage team members | Yes | Yes | No | | Edit workspace name | Yes | Yes | No | | Manage billing and subscription | Yes | No | No | | Add or remove stores | Yes | No | No | Owner The Owner has full control over the workspace, including billing, subscription management, and adding or removing Shopify stores. Each workspace has at least one Owner. The Owner is typically the person who first installed the Datadrew app and created the workspace. Admin Admins have nearly the same level of access as Owners. They can manage integrations, invite team members, configure settings, and access all stores in the workspace. The key difference is that Admins cannot manage billing or subscription plans. Member Members have view-only access to dashboards and can use Drew AI. They can only see the specific Shopify store(s) assigned to them when they were invited. Members cannot change settings, manage integrations, or invite other users. Changing a User's Role 1. Go to Workspace settings. 2. Find the team member in the users list. 3. Click on their role to open the edit options. 4. Select the new role and, if applicable, update their store access. 5. Save your changes. Only Owners and Admins can change a team member's role. You cannot demote the last remaining Owner of a workspace. Store Access for Members When inviting or editing a Member, you can select specific stores they should have access to. This is useful for agencies or teams managing multiple Shopify stores where not every team member needs to see every store's data. Need help? Contact us at support@datadrew.io. Related articles - Inviting team members to your workspace - Managing your workspace settings - Feature comparison across plans - Consolidated multi-store view Need help? If you have questions or run into issues, reach out to us at support@datadrew.io or use the in-app chat. We're happy to help.

Inviting team members to your workspace

Inviting Team Members to Your Workspace Datadrew workspaces let you collaborate with your team. As an Owner or Admin, you can invite team members to access your store's analytics, dashboards, and Drew AI. How to Send an Invitation 1. Navigate to Workspace from the Datadrew sidebar (or go to Settings > Workspace). 2. Click the Invite Member button. 3. Enter the following details: - Name -- The team member's name. - Email -- The email address they will use to sign in. - Role -- Choose from Owner, Admin, or Member (see Understanding User Roles for details). - Store Access -- Select which Shopify store(s) the user should have access to. Owners and Admins automatically see all stores. 4. Click Send Invite. The invited user will receive an email from Datadrew with a unique invitation link. They can click the link to create an account (or sign in if they already have one) and join your workspace. What Happens After the Invite - The invitation appears as Pending in your workspace until the invitee accepts it. - Once accepted, the user is added to your workspace with the assigned role and store access. - Invited users who accept are automatically marked as onboarded -- they skip the initial setup flow. Managing Pending Invitations You can see all pending invitations in your workspace settings. As the person who sent the invitation, you can revoke a pending invite if needed. Once revoked, the invitation link becomes invalid. Important Notes - A user cannot be invited if they are already a member of the workspace. - A user cannot have two pending invitations to the same workspace. - Only Owners and Admins can send invitations. - The number of users you can invite depends on your plan. The Free plan supports up to 10 users. Essentials and Pro plans support unlimited users. Need help? Contact us at support@datadrew.io. Related articles - Understanding user roles - Managing your workspace settings - Connecting multiple Shopify stores - Consolidated multi-store view Need help? If you have questions or run into issues, reach out to us at support@datadrew.io or use the in-app chat. We're happy to help.