Requesting access to a client's store

You can use collaborator accounts to access your clients' stores directly through your own Partner Dashboard or using the Shopify app. Collaborator accounts give you access to only the sections of a store that your client wants you to see, and do not count towards a store's staff limit. Any stores that you have access to by using a collaborator account are labeled as Managed stores in your Partner Dashboard.

Limitations

After getting a collaborator account for a client's store, you must log in to the store at least once through the Stores page in your Partner Dashboard before you can log in using the Shopify app.

Request access

If you want a collaborator account for a client's store, then you need to send a request to the store owner through your Partner Dashboard. You can also send your client this article to explain how collaborator accounts work.

If you already have a staff account for the client's store or have been invited by the store owner to activate a staff account, then you can log in with your staff account to work on the store. If you want to request collaborator access and log in as a collaborator instead, then you should contact the store owner and ask them to remove the staff account that's associated with your Partner email address.

If you already have collaborator access to a store through your Partner account, then you can't be added to the store as a staff member. If you want to log in as a staff member, then you should contact the store owner and ask them to remove collaborator access for the Partner organization.

As an additional layer of security, merchants can set up a 4-digit collaborator request code for their Shopify store. When a store has the code set up, you need to enter the code when you request access as a collaborator. If you enter an incorrect code, then you see an error in the Partner Dashboard and your request isn't sent to the merchant.

Steps:

  1. From your Partner Dashboard, click Stores.
  2. Click Add store.
  3. In the Store type section, select Managed store.
  4. Enter the URL of the Shopify store that you want to access.
  5. If the Shopify store requires a collaborator request code, then enter the code.
  6. In the Permissions section, select the sections of the store that you want to access, or check Full access. The account owner can change these permissions after your account is created.
  7. If you want to include a message to the store owner in your request, then enter a message in the Add a message section.
  8. Click Save.

After you submit a request, the store owner receives an email about the request, and a notification on their Shopify Home.

Cancel a pending access request

If you requested access to a store but need to cancel the request, then you can do so through the Partner Dashboard.

Steps:

  1. From your Partner Dashboard, click Stores.
  2. Beside the store with the access request you want to cancel, click Cancel request.
  3. Click Cancel access request.

View your managed stores

You can view the stores that you've requested access to on the Stores page in your Partner Dashboard. There is no limit to the number of managed stores that you can have, but you can have only up to 10 pending requests open at a time.

If your access to a store is removed, then you can remove the store from your Stores list by clicking Remove from list.

Remove your access to a store

If you no longer need to work on a client's store, then you can remove your access to the store. Removing your access deletes your collaborator account from the store.

If you need to do more work on the store after you remove access, you'll need to request access to the client's store again.

After your access to a store is removed, you can remove the store from your Stores list by clicking Remove from list.

Steps:

  1. From your Partner Dashboard, click Stores.
  2. Find the store you want to remove your access from in the list.
  3. Click Remove access, and then click Remove store.