Shopify Collaborator Request: All Things You Need to Know [Update 2024]

As a Shopify store owner, if you wish to grant Shopify Partners access to your store, you need to engage in a procedure with them to provide them with a Shopify collaborator request. Collaboration plays a crucial role in the prosperity of every online business. Shopify simplifies the process of working with others by allowing you to add collaborators to your store.

Whether you are partnering with a team member, a developer, or a virtual assistant, knowing how to add a collaborator on Shopify can enhance the efficiency of your business operations and increase productivity.

In this guide, BSS Commerce Shopify will lead you through the process of seamlessly requesting Shopify collaborator access, adding, granting permissions, and, when necessary, removing collaborators, guaranteeing the smooth and secure operation of your store.

Overview of Shopify Collaborators

Collaborators on Shopify are individuals who are Shopify Partners and have been granted access to your store. They function similarly to staff members but provide extra advantages.

Collaborators may be given varying levels of access and permissions based on the responsibilities you assign to them. Collaborators can log in through their Partner Dashboard, and their access to your store can be revoked by your store admin. However, collaborators don’t count towards your store’s staff limit.

Types of Partners on Shopify

1. Developers: Developers are skilled individuals who provide expertise in the technical aspects of your store, including coding, app development, and customization on the Shopify platform. Developers may be authorized to access specific stores for development.

2. Theme designers: Theme designers are experts in developing and tailoring themes specifically for Shopify stores. They are permitted to modify the design and arrangement of your store.

3. Partners: Partners usually consist of external agencies, freelancers, or specialists who assist you in various areas of your store, including design, development, Shopify marketing, and SEO. Each partner has their own Partner Dashboard, and you can provide them access to designated stores.

4. Marketing and SEO experts: These experts are capable of assisting with various aspects of marketing campaigns, search engine optimization, and other promotional activities. To effectively carry out their tasks, these experts may require access to specific sections of your store.

5. Staff members: They are individuals who report directly to you and assist in managing your store. Their responsibilities and level of access can vary, ranging from complete access to restricted access, with specific roles including customer service, order fulfillment, and marketing.

What’s the Difference Between Shopify Collaborators and Staff Members?

Collaborators on Shopify can access their own Partner Dashboard for logging in, while staff members will use the same dashboard as you (using a different login). You have the flexibility to determine the level of access for each collaborator and modify their permissions whenever necessary. Or, you have the option to remove a collaborator from your account dashboard at any given time.

Shopify Collaborator’s Role and Permissions

When sending a collaborator request on Shopify, you can assign roles and permissions to the collaborator. These roles let you know the level of access and control the collaborator will have throughout your store.

The available roles include “designer,” “developer,” and “marketer”. Each role has different permissions, the collaborator can get access to specific tasks or areas of your store only. It is important to carefully consider the roles and permissions you assign to ensure the desired level of collaboration while maintaining the security and privacy of your website.

How to Manage Shopify Collaborator Request

What is Shopify Collaborator Request Code?

As a Shopify store owner, you can grant access to your store to another individual, known as a collaborator. After sharing access, the collaborator can log in to your store and access specific sections, such as apps, themes, products, and more. This is particularly useful, as it allows you to address any issues.

There are 2 options available for sharing access:

• Anyone can send you an access request, which you will receive via email for approval
• Alternatively, only individuals who know your 4-digit code can request access

Where is the Collaborator Request Code for Shopify Located?

To find the 4-digit access code, store owner kindly proceed with the following steps:

Step 1. Go to your Shopify store admin panel > Navigate to Settings > Users and Permissions.

Step 2. Scroll down to the Collaborators section, choose the option “Only people with a collaborator request code can send a collaborator request“, then you will find the code.

Step 3. Use the icon to copy the code, and then share it with the desired person

The code cannot be manually altered to a different number and consistently consists of four digits. To obtain a new code, simply select the option “Generate new code”. Once a new code is created, all previous codes will no longer be valid.

Rest assured, sharing the code doesn’t automatically give access. It simply enables someone to send Shopify collaborator request to you, which you must still approve.

How to Send Collaborator Request Shopify for Partners

As an external partner, if you wish to obtain a collaborator account for a client’s store, you must request a collaborator access to the store owner via your Partner Dashboard. Alternatively, you can provide your client with the Shopify Help Center page on collaborator permissions to clarify how collaborator accounts operate.

In case you already possess a staff account for the client’s store or have received an invitation from the store owner to activate a staff account but have not yet done so, your request for a collaborator account will prompt the store owner to adjust your current account permissions to match those of your collaborator account.

Here’s how to manage Shopify collaborator request access:

Step 1. Access the Shopify Partner Dashboard

Step 2. Navigate to the Stores Section: After logging in, find the “Stores” section

Step 3. Add a New Store: Click on “Add Store” located within the Partner Dashboard

Step 4. Opt for the “Request Access to Store” option

Step 5. Enter Store URL

Step 6. Set Permissions: Choose the specific permissions you wish to provide to your partner, such as access to products, orders, and settings.

Step 7. Add a Message (Optional): If necessary, your partner can Add a message.

Step 8. Save the Request: Once all the necessary information is entered, they should save the request to send the collaboration invitation.

How to Accept Shopify Collaborator Request: for Store Owners

Step 1. To accept the collaborator request from your partner, store owners need to access and log into your Shopify Admin Dashboard.

Step 2. Manage Collaborators Permissions: Go to Settings > Users & permissions > Collaborators. Review the request access and the permissions you are granting to your partner. Once confirmed, they will have access to the store based on the specified permissions.

In addition, please keep these important points in consideration:

• Trustworthiness of collaborator: It is crucial to have complete trust in the person you are adding as a collaborator, as they will have access to your store’s admin panel.
• Owner’s exclusive right: Only the owner of the Shopify store has the authority to add or remove collaborators.
• One store at a time: You can only add collaborators one store at a time. If you have multiple stores, each one will need to have collaborators added individually.
• Removal of collaborator: If you no longer require the assistance of a collaborator, you have the option to remove them from your store.

Therefore, adding a Shopify collaborator request can greatly benefit your store, but it is important to exercise caution and only grant access to individuals you trust.

How to Remove a Collaborator from Shopify

Shopify offers robust features for managing access for collaborators. You can modify their permissions, monitor their activities, and remove access as necessary. To remove a Shopify collaborator request from your Shopify store, follow these instructions:

For a Shopify store owner

Step 1. Go to the Shopify website and sign in to your Shopify account.

Step 2. Access the Settings menu by clicking on “Settings,” located at the bottom left corner of your Shopify admin.

Step 3. Choose “Users and Permissions” in the Settings menu.

Step 4. Scroll down to the “Collaborators” section.

Step 5. Locate the collaborator whose access you wish to remove and click on their name.

Step 6. In the collaborator’s details, you will find an option to “Remove account” Click on this option.

Step 7. A confirmation dialog will appear. Confirm your decision to remove their access.

Step 8. If applicable, the collaborator may receive an email notifying them of the removal as an additional confirmation step.

Once you have completed these steps, the collaborator will no longer have access to your Shopify store.

For Shopify partners

Step 1. To begin, navigate to your dashboard and select the “Stores” option.

Step 2. Next, locate the specific client store that you wish to remove.

Step 3. Click on “Remove Access” to complete the process

Step 4: Click Remove Store

Key points to take into account when removing a collaborator from Shopify

• Exclusive right of owner: Only the owner of the Shopify store or an individual with complete administrative access has the authority to eliminate collaborators.
• Communication (optional): It is advisable to communicate with the collaborator before revoking their access, particularly if it is related to a modification in the working arrangement.
• Impact on collaborator: Removing a collaborator will withdraw their access to the admin panel of your store; therefore, make certain that you no longer require their support.

Therefore, always exercise caution when removing collaborators to prevent any inadvertent disturbances.

Troubleshooting Common Issues While Sending a Shopify Collaborator Request

In case you have trouble sending collaborator requests on Shopify, there are several common troubleshooting steps you can implement, as follows:

1. Verify the collaborator’s email address: Make sure that you have accurately entered the collaborator’s email address. Providing an incorrect email address will hinder them from receiving the invitation.

2. Review spam or junk folders: Occasionally, collaborator invitations might be filtered into spam or junk folders. Advise your collaborator to check these folders if they haven’t received the invitation.

3. Send the invitation again: In case the collaborator claims they haven’t received the invitation, you can attempt to resend it. Shopify provides the option to resend invitations within the “Collaborators” section of your admin dashboard.

If the aforementioned steps fail to resolve the issue, Shopify’s customer support team will be available to provide further assistance.

Best Practices for Crafting an Effective Collaborator Request on Shopify

As a Shopify store owner, ensuring that your collaborator request on Shopify is clear, concise, and compelling is crucial. Below are best practices to assist you in creating an effective request:

1. Customize your message: Personalize your request for each collaborator, demonstrating that you have conducted thorough research and genuinely believe in the value of partnering with them.

2. Emphasize mutual benefits: Communicate how the collaboration can be advantageous for both parties. Also, explain how your collaboration can help them achieve their goals or provide value to their target audience.

3. Provide specific details: Clearly outline the scope of the collaboration, whether it involves joint marketing efforts, cross-promotion, or co-creating products. This will showcase your clear vision and well-defined plan for the collaboration.

4. Show your enthusiasm: Let potential collaborators understand why you believe in their work and why you believe the partnership would be an excellent fit.

Final Thoughts

To sum up, sending a Shopify collaborator request can lead to numerous growth opportunities for your business. Thanks to grasping the advantages of collaboration, adhering to detailed instructions, and adopting effective strategies, you can establish sustainable partnerships that promote your Shopify store to greater success. Keep in mind that collaboration goes beyond business expansion; it involves fostering relationships, exchanging expertise, and collectively enhancing the Shopify community.

BSS Commerce Shopify hopes that these guides will be appropriate and beneficial for your needs. Visit our site frequently to explore tutorials, tips, and tricks for Shopify.

FAQs – Shopify Collaborator Request

1. Where can I view my managed stores?

You can access the stores you’ve requested on the Stores page in your Partner Dashboard. There is no restriction on the number of managed stores you can have, but you can only have a maximum of 10 pending requests at a time.

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

2. How to cancel a pending access request?

To cancel a request for access to a store that you previously requested, you can easily do so via the Partner Dashboard.

• Step 1. Navigate to your Partner Dashboard and click on the “Stores” tab.
• Step 2. Locate the specific store for which you want to cancel the access request. Once you find it, click on the “Cancel Request” option next to that store.
• Step 3. Confirm the cancellation by clicking on the “Cancel access request” button.

3. How can I give someone permission to access Shopify?

To give someone access to your Shopify store, you can send them an email request. If they agree to the invitation, they will be able to collaborate with you. Here are 3 steps to add a collaborator on Shopify:

• Step 1: Go to Settings > Users and Permissions > Collaborator.
• Step 2: Look for a banner displaying the requester’s name and a button to review the request.
• Step 3: Choose to accept or reject the request.

4. What is the process for approving collaborator access in Shopify?

Here’s how to grant collaborator access to Shopify:

• Step 1: Accept the request by clicking on the “Approve Request” button in the email.
• Step 2: After approval, the individual will become a partner in your store.
• Step 3: Modify the collaborator’s permissions by navigating to Shopify Admin > Settings > Account, if needed.