Clients struggling to share access to their
Shopify
accounts? Get the access you need in minutes with a free trial of Leadsie.
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Do you use Shopify to host your ecommerce store? Do you want to add staff members to your store so they can manage your inventory? Or maybe you work with freelancers who manage the marketing for your store?
If you have anyone who needs access to your Shopify store, this article is for you!
There are two types of access in Shopify: Staff permissions and collaborator permissions.Â
This guide breaks down everything you need to know:
Store owners, jump to Part 1 to learn how to grant access.
Freelancers and agencies, skip to Part 2 for tips on requesting access.
Ready? Letâs get started! đ
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Depending on their role in your business, others may need admin access to your Shopify store to help you manage it. We will explain the two types of admin roles: staff and collaborator permissions.
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Staff permissions are for your in-house teamâemployees or contractors who work on your Shopify store regularly.Â
âIf you grant someone staff permissions, they will be able to:
Staff accounts count toward your storeâs staff limit.
Tip: Customize permissions to suit each team memberâs role. For example, your marketing manager doesnât need access to order fulfillment, and your customer support agent doesnât need to edit your product catalog.
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Collaborators are Shopify Partners; usually freelance developers, marketers, ad specialists, or agencies working on your store.
Collaborators log in via the Shopify Partner Dashboard or the Shopify mobile appâthese accounts do not count toward your staff member limit.Â
On the other hand, staff members will work in the same dashboard as you (using individual logins).
You can decide what each collaborator has access to and edit or remove their permissions anytime via your account dashboard.
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Now that youâve decided what access your team needs, we will go through all the steps for giving staff and collaborator permission separately.
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Follow these steps to give someone staff permissions in your Shopify store:Â
Step 1: Log in to your Shopify store admin page.
Step 2: Click on Settings at the bottom of the menu on the left.
Step 3: Select Users and permissions.
Step 4: Click Add Staff to add a new person.
Step 5: Enter the staff memberâs name and email address.
Step 6: Choose the permissions you want to grant:
Step 7: Click Send Invite once youâve set the right permissions.
Your staff member will get an email invitation. They must follow the steps to create a staff account or log in with their Shopify ID.
Once they accept the invite, you will get an email notification:Â
Important Notes:
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If you work with an agency or freelancer, you may want to give them collaborator permissions in your store without making them a staff member (remember, the number of staff members is limited depending on your plan).Â
This is the full list of permissions you can grant to a collaborator:Â Â
Hereâs how it works:
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For added security, you can set up a collaborator request code. This way, you will only receive genuine access requests from people you know and want to work with.
Hereâs how to set up a request access code:Â
Step 1: Head to Users and permissions.
Step 2: Go to the Collaborators section.
Step 3: Select Only people with a collaborator request code can send a collaborator request. Â
Step 4: Click Generate new code.
Your agency or freelancer will need to ask you for this code before they can send you a Shopify collaborator request.
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Are you an agency or freelancer who needs access to your clientâs Shopify store? Weâll share the two methods (hint: one is easier than the other!) you can use.
You will need a Shopify Partner account to get collaborator access to a clientâs store. You can easily set up a Partner account here if you don't have one yet.
Follow these steps to request access:Â
Step 1: Create a Shopify Partners Account.
Step 2: Log in to your Partner Dashboard.
Step 3: Go to the Stores tab and click Add Store > Request Access to Store.
Step 4: Enter the URL of your clientâs store.
Step 5: If your client has set up a 4-digit collaborator code, ask them for it and enter it here.
Step 6: Select the permissions you need (or click Select All for full access).
Step 7: Add a personalized message and hit Request Access to Store.
Step 8:Â Once your client approves the request, youâll have access through your Partner Dashboard.
If you manage assets for more than one Shopify store, you can see them all in the Stores tab of your Partner Dashboard. Here is where you can modify your requests.
âPro Tip: This process works but can be time-consumingâespecially if your client isnât familiar with collaborator codes or permissions.
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Leadsieâs Shopify integration makes requesting collaborator access seamless and secure. No more back-and-forth emails, no manual setupâjust one simple link!
How Leadsie works:
Why choose Leadsie?
If youâre not already using Leadsie, try the easiest way to get Shopify collaborator access for free here!
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If you are no longer working with a client and they didnât remove you as a collaborator account, you can remove yourself from their store.Â
Step 1: Click the Stores tab in your Partner Dashboard.
Step 2: Find the store you want to leave.
Step 3: Click Actions > Remove access.
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Do you manage other marketing assets like Facebook Pages, Facebook Ads, TikTok, Google Ads, or Instagram accounts?
Wave goodbye to the headache of onboarding clients. We created Leadsie to make it simple, quick, and hassle-free to get access so you can start work on client accounts in less time.
You send your client a Leadsie link, they log in securely, select the permissions to give, and just like thatâaccess is granted! đ
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âLeadsie does all the work adding you as a user in the backend so your client doesnât have to! The testimonials from agencies that work with us speak for themselves.
Ready to see it in action? Weâll give you a 14-day free trial because weâre nice like that đ (and we know youâll love us!). Simply enter your email in the box below!đ
Clients struggling to share access to their
Shopify
accounts? Get the access you need in minutes with a free trial of Leadsie.
Approved by Meta, Google & Tiktok
Keep access to accounts if you cancel
Secure & 100% GDPR compliant