Transferring store ownership
After you have 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. Once the work 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.
Before you transfer ownership of a development store to your client, make sure that you add them as a staff member and that they complete the staff account setup. After you transfer ownership to your client, you remain on the store as a collaborator but no longer have access to financial information.
You should also add your client's address to the store settings before you transfer ownership, 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 Set or change your legal business name and address.
If you want to switch a development store to a paid plan, but still be the store's owner, then choose a plan for the store through the Shopify admin.
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 the POS Pro subscription for each location that requires these features after they select their ecommerce plan. Learn how to manage a store's POS subscriptions by location.
Log in to your Partner Dashboard, and click Stores.
Click Transfer ownership beside the development store that you want to transfer.
On the Transfer store ownership dialog, select the new owner from the list of eligible owners. If you haven't added your client as a staff member yet, then click Add a staff account and create a new account for your client before you continue. Your client must complete the staff account setup before you can transfer store ownership to them.
When you're done, click Transfer store. The store now appears on the Stores page in your Partner Dashboard under the Managed tab. The new owner receives an email with instructions to create the account and select a plan. Until your client accepts the transfer, the store is paused. After the client begins paying for a Shopify subscription plan, you start to receive your recurring commission.
After you've transferred a store to your client, you can also send them the Merchant Handoff Kit. Make sure to provide them with information about:
- How they can access the store, including the URL (
- The Shopify plan that you recommend for them
- 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.