Getting access to a merchant’s store is a fundamental step for starting any Shopify client project.
In the past, you’ve likely had to convince clients to manually add you as staff on their stores, before being able to work. Depending on their subscription plan, their staff account limit might have made it difficult for them to do this. From there, it was up to you to keep track of the login details for all the stores you were working on at one time.
We want to make that process easier for you, your team, and your clients. Today, we’re proud to introduce Collaborator Accounts — a simpler and safer way for you to request access to, and work on, your clients’ Shopify stores.
How to access client stores with Collaborator Accounts
Gone are the days of having to get your clients to add you as staff, in order to work on their stores. With Collaborator Accounts, you can now simply request access to their store right from your Partner Dashboard.
Here’s how it works:
1. From your Partner Dashboard, click Managed stores.
2. Click Add client store.
3. Enter the URL of the Shopify store that you want to access.
4. 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.
5. If you want to include a message to the store owner in your request, then enter a message in the Add a message section.
6. When you're done, click Send request.
From there, your client will be notified about your request via email, as well as on the homepage of their Shopify Admin. Once your client accepts the request, you’ll be able to log into their store — and any of your other clients’ stores — from the new Managed stores page in your Partner Dashboard, with a single click.
There is no limit to the number of collaborator accounts that you can have, however, you can only have up to 10 pending requests open at a time.
While Collaborator Accounts are great for you and your team, they also offer a cleaner and safer experience for your clients, as they can control what store sections you can access. Additionally, these Collaborator Accounts will not count towards their store’s staff limit.
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 (but not yet activated it), then your request for a collaborator account will prompt the store owner to update your current account permissions to reflect those of your collaborator account.
If you’re interested in learning more about Collaborator Accounts, read our updated documentation.
Accessing client stores has never been simpler
We believe this update will help simplify your daily Shopify workflow, and enable you to work more collaboratively with your clients.
Reach out to our Priority Partner Support if you have any questions about using Collaborator Accounts on your Shopify projects.