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.
You keep ownership. We come in as “collaborators”, which is Shopify's access for outside partners. It doesn't use up a staff seat, doesn't cost you anything, and you approve exactly which areas we can touch.
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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 tell us once the account exists so we can help with the marketing side.
Shopify uses a “collaborator code” so nobody can request access to your store without it. You send us the code, we 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 us.
Click to enlargeApprove our request
We'll send a collaborator request within a day. You'll get an email, so open it (or go to Settings → Users), review the permissions we asked for, and click Accept.Done
You can trim our permissions or remove us any time under Settings → Users.
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