Pin Tools once per page type#
- Open a product in Shopify admin. Find Blocks or the app-block control, add Tools and pin it.
- Repeat on an order and a customer page if you want Tools on those page types.
- The pinned block is available on records of that type for staff with app access. Each staff member does not need to pin it separately.
Give staff access#
- In Settings → Users → Roles, open an appropriate custom role or create one for Toolbench.
- Include Toolbench: Store Utilities in its app permissions and save.
- Assign the role to the relevant staff members and store. If you edited a role they already hold, a new assignment is unnecessary.
- Ask a staff member to open a record and check Tools is visible.
What appears in Tools#
Content depends on the record and enabled modules. Products can show notes, product changes and viewers. Orders can show notes, order changes, viewers and a recorded cart. Customers can show notes, customer changes, viewers and linked carts. Use the Tools action to open its full pop-up and available actions.
How View History uses Tools#
A page visit can only be recorded when the block is present and accessible to that staff member. Visits provide context about page access; they do not prove who edited a field.
If Tools is missing#
- Confirm the app is installed on the current store and the module is on.
- Check both that the role includes Toolbench and that the person has the role.
- Check Tools is pinned on this page type, not only on another type.