How do I give an agency access to Shopify?
Send your agency your collaborator code. They send an access request and you approve exactly which areas they can touch. They do not use a staff seat or cost you anything.
Two situations, one page. If you don't have your Shopify account yet, create it first and it stays yours. If you already have it, jump straight to inviting your agency. Pick your situation below.
Starting a Shopify store is optional and it's something the store owner sets up. If you don't have a store yet, you can begin a trial with your business email at your own pace. The steps below cover giving access to a store that already exists.
Start a Shopify account
↗ shopify.comClick the link, then use your business email to sign up. On the plan screen pick any plan, you can change it later. Shopify's signup changes often, so follow its on-screen prompts; there's nothing you can get wrong here.Set up the store at your own pace
Store structure, theme, apps and payments are all handled by the store owner inside Shopify. Work through them whenever you're ready, and let the agency or person you're working with know once the account exists, so they can help with the marketing side.
Shopify uses a “collaborator code” so nobody can request access to your store without it. You send the code to the agency or person you're giving access to, they send the request, you approve it.
Open Users settings
↗ admin.shopify.comIn Shopify admin: Settings (bottom-left) → Users.
Click to enlargeFind “Collaborators”
Click the Security tab under Users. The Collaborators section lives there.
Click to enlargeCopy your collaborator request code
Make sure “Only people with a collaborator request code” is selected, then copy the 4-digit code and send it to them.
Click to enlargeApprove their request
They'll send a collaborator request. You'll get an email, so open it (or go to Settings → Users), review the permissions they asked for, and click Accept.Done
You can trim their permissions or remove them any time under Settings → Users.
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