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Assign Shopify Collaborator Access Rights

Jan Tang Avatar

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Prerequisite

  1. Assignee (e.g. an Digital Marketing Agency) decides which Shopify Partner (i.e. its registering email) a/c is used to request for the permission from the Shopify Store Owner.
  2. Collaborator request code created by Shopify Store Owner.
  3. URL of the Shopify Store
  4. Agree the Permissionof the Collaborator Account between Digital Marketing Agency and the Shopify Store Owner. You can find the permission in Shopify Staff Permission article or in the Permission session below.

Step By Step


As an Shopify Store Owner or Admin

  1. https://shopify.com
  2. Users
  3. Security
  4. Collaborators
  5. Genearte new code
  1. Accept request1

As an Collaborator (Assignee)

  1. https://partners.shopify.com/
  2. Stores > Add store
  3. Request access to a store
  4. <<Store URL >>
  5. <<Collaborator request code>>2
  6. Permission = Select all3

Permssions

  1. General
    • Home
    • Order
      • Manage orders information
      • Edit orders
        • Apply discounts
      • Set payment terms
      • Charge vaulted card
      • Charge credit card
      • Export orders
      • Mark order as paid
      • Capture payments
      • Fulfill and ship
      • Buy shipping labels
      • Return orders
      • Refund orders
      • Cancel orders
      • Delete orders
      • Manage abandoned checkouts
  2. Draft orders
    • Create and edit draft orders
      • Apply discounts
    • Set payment terms
    • Charge credit card
    • Charge vaulted card
    • Mark draft orders as paid
    • Export draft orders
    • Delete draft orders
  3. Products
    • View product cost
    • Create and edit products
      • Edit product cost
      • Edit product price
    • Manage Inventory
    • Export products
    • Delete products
  4. Gift cards
    • Create and edit
    • Deactivate
    • Export gift cards
  5. Customers
    • Erase customer personal data
    • Request customer data
    • Export customers
    • Merge customers
  6. Reports
  7. Dashboards
  8. Marketing
  9. Discounts
  10. Metaobject definitions
    • View definitions
    • Create and edit definitions
    • Delete definitions
  11. Metaobject entries
    • View entries
    • Create and edit entries
    • Delete entries
  12. Manage and install apps and channels
    • Add, delete, and access any installed apps or channels
    • Approve app charges
  13. View files
    • Create files
    • Edit files
    • Delete files
  14. Online store
    • Themes
    • Edit theme code
  15. Blog posts and pages
  16. Search and navigation
  17. Domains
    • Transfer domain to another Shopify store
  18. Administration
    • Manage settings
    • Checkout
    • Locations
    • Edit permissions
      • Add and remove staff
      • Manage collaborator requests
    • External login services
    • Revoke access tokens for other users
    • View apps developed by staff and collaborators
      • Develop apps
      • Enable app development
    • Manage policies
    • Manage taxes settings
    • Manage delivery settings
  19. Finance
    • View billing details
      • Edit billing payment methods and pay invoices
    • Manage plan
    • Manage app billing
    • View Shopify Payments payouts
    • Manage other payment settings

  1. Request access to a store

Status will be Access pending until the Shopify Store Owner accept the request.

  1. Requested approved Email4
  1. https://partners.shopify.com
  2. Stores > Log in

  1. Do this step after the assignee have sent you request ↩︎
  2. Ask Shopify Owner to provide to you ↩︎
  3. ↩︎
  4. Sent from partners@shopify.com to Collaborator’s Email address. ↩︎


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