Transferring store ownership
After you've completed work on your client's store, you can transfer it to them in the Partner Dashboard.
There are two types of account access for a store: owner and staff. As a partner, you are the development store's owner. You can give your client access to the store while you're working on it by adding them as a staff member. When work on the development store is complete, you transfer ownership to your client in the Partner Dashboard. Once they begin paying for a Shopify plan, you receive a collaborator account that allows you to access the store through your Partner Dashboard.
In this section
- Before you start
- Considerations when you transfer ownership of a development store
- Transfer store ownership using the Partner Dashboard
- Provide information to your client after you transfer store ownership
Before you start
You should complete the following tasks before you transfer ownership of a development store to your client:
If your client intends to use Shopify's Point of Sale (POS) system, then give them access to POS and assign them a POS role when you add them as a staff member to the store.
Add your client's address to the store settings, especially if your client is based in a different country than you. In some cases, transferring a store with the wrong address can cause your client to be charged extra taxes on their Shopify invoice. To learn more about changing a store's address, refer to Adding business settings for your store.
Considerations when you transfer ownership of a development store
If you switch a store to a paid plan but retain ownership for any reason, then contact Partner support to remove the commission on the store. Learn about switching a development store to a paid plan without transferring ownership.
After a development store is converted to a paid plan, either by a merchant after store ownership transfer or by a Partner who is retaining ownership, the store is subject to the Shopify Terms of Service.
If you switch to a Shopify Plus plan before changing ownership, then you become the organization owner as well as the store owner. The organization owner can't be changed through the Shopify admin, so you should consider transferring ownership before switching to a paid plan. To transfer organization ownership after switching to the Plus plan, contact Shopify Plus Support.
If your client is using Shopify POS and requires POS Pro features, then they need to select a POS Pro subscription for each location that requires these features after they select their ecommerce plan. Learn about managing a store's POS subscriptions by location.
If your client intends to sell in person occasionally, POS Lite is included on all Shopify Plans and allows you to sell in person, track sales, and create basic customer profiles.
If your client is working with sales to access the Plus plan through a custom contract, do not select the Plus plan at the time of transfer. Contact sales to update to the Plus plan with the correct terms after the development store has been transferred.
- After you've transferred a development store to a live plan, the store is no longer eligible for promotions or free trials.
- If you activated Shopify Payments on your client's store using your own information, then you need to update to the client's information. Contact Shopify Support to have the Shopify Payments account updated.
Transfer store ownership using the Partner Dashboard
Steps:
From your Partner Dashboard, click Stores, and click Log in next to your development store.
From your Shopify admin, click Settings and then click Users and permissions.
In the Store owner section, click Transfer ownership.
Fill in the new store owner's information and select Transfer store ownership.
If the new owner is not already a user on your store, you can cancel the transfer until they accept ownership by selecting Cancel transfer under store owner
Provide information to your client after you transfer store ownership
After you've transferred a store to your client, make sure to provide them with information about:
- How they can access the store, including the URL (
https://admin.shopify.com/store/{shop}
) - The Shopify plan that you recommend for them. In addition to the Basic, Shopify and Advanced plans, merchants can now also select the standard Plus plan.
- Where applicable, the Shopify POS offering that you recommend for them. In addition to selling in person occasionally, merchants can also opt for subscriptions that enable them to sell across multiple retail locations or to purchase compatible retail hardware.
- Anything else that you would recommend (such as apps to download, webinars to watch, or other resources to help them build their business)
You can work with your client to determine when your collaboration is no longer required, and they can delete your account.
Next: Learn what to do when you've finished building the store.