If you're a Shopify merchant and have recently signed up for a Refersion account but haven’t yet completed the integration, then you might have noticed a Partner Request in the app and email (also in Shopify) asking if you’d like some help. Collaborator access within Shopify plays a key role in managing such requests effectively, and we’ll guide you through this process.
That’s just a friendly member of our Customer Success Team reaching out! If you do need help with the process, go ahead and accept the request to collaborate directly within your Shopify admin dashboard. This ensures that we have the necessary access to assist you effectively.
Verify that you have the correct domain in Refersion
Configure any additional plugins you have that might require further configuration to work with Refersion
If needed, add any other scripts to your account for payment gateways or specialized use-cases
Run a test - an actual order we need to place in your store to verify that Refersion's receiving your data successfully
Approving a Collaborator Request
To approve a collaborator request in Shopify, follow these steps:
Log in to your Shopify admin dashboard.
Navigate to Settings > Users & Permissions > Collaborators.
Locate the pending request.
Carefully review the requested permissions to ensure they align with your requirements.
Grant the requested access by clicking the Accept button.
We’re here to help.
Finding the Shopify 4-Digit Collaborator Code
If a partner requests access to your store, they may need a 4-digit collaborator code. Here’s how you can find and provide it:
Go to your Shopify admin dashboard.
Look for the section with instructions for collaborator access (this may vary depending on your Shopify version).
Note that only the store owner or an admin with adequate permissions can generate and provide this code.
If you are unable to locate or generate the code, consult Shopify's documentation or contact the Shopify store admin.