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Cahoot Technical Support may ask for access to your Shopify store for testing, troubleshooting, or fixing issues. Follow the steps below to grant access. There are two types of access: Collaborator (recommended) and Staff User.

Before you begin, sign in as the store owner or an authorized administrator who can manage users. Do not share your Shopify password or authentication codes.

Collaborator Access (Recommended)

Collaborators are similar to staff users, but they do not count toward your store's user limit. Cahoot requests access, and you review and approve the request in Shopify.

For Shopify's instructions on adding and managing collaborators, see Shopify Collaborator Accounts.

1 From your Shopify admin, go to Settings > Users > Security. Depending on your store configuration, you may need to open an additional Users or Users & permissions page before selecting Security.

2 In the Collaborators section, copy the four-digit collaborator request code. Send the code to Cahoot through a support ticket and include your store's permanent your-store.myshopify.com URL.

Example of Shopify collaborator request code settings
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Sharing the request code does not grant access. Cahoot must submit a request, and you must approve it. If Cahoot's Shopify Partner organization already has an app installed on your store, Shopify may allow Cahoot to request access without a code.

3 Wait for Cahoot to submit the collaborator request. Shopify sends an email notification and displays a notification on your Shopify Home.

4 Go to Settings > Users, filter by Requests, and open the expected Cahoot request. Confirm with Cahoot if you do not recognize the displayed partner identity.

5 In the Roles section, review the collaborator role and enable the following permissions:

  • Home: Home
  • Orders: View, Manage order information, Fulfill and ship, and Export, Return
  • Draft orders: View
  • Products: View, View cost, and Export
  • Customers: View and Export
  • Analytics: Reports and Overviews 
  • App development: View apps developed by staff and collaborators
  • Store settings: Manage settings, Shipping and delivery, Taxes and duties and locations
  • App permissions: Manage and install apps and channels
Cahoot needs access to shipping profiles. Include both Products > View and Store settings > Manage settings for this access. See Shopify's shipping profile instructions.

Leave Manage taxes and duties unchecked. Save any role changes, ensure the role is assigned to the collaborator, and click Accept request.

For organization stores, organization owners and Organization administrators can edit and accept the automatically generated collaborator role. Store owners and Store user administrators must assign an existing role instead. If the existing role does not include the permissions listed above, ask an authorized organization administrator to configure it.

6 Notify Cahoot through your support ticket that access has been approved so Cahoot can verify access.

Staff Access

Use staff access when requested by Cahoot Technical Support. The number of users you can add depends on your Shopify pricing plan. Shopify Basic and Starter plans do not support adding Shopify admin users.

Learn more about inviting staff users: Shopify Staff Accounts.

1 From your Shopify admin, go to Settings > Users.

2 Click Add users and make sure Admin user is selected.

3 In the Emails field, enter r.shopify-app@cahoot.ai, then click Add. If your Shopify screen asks for a first and last name, enter Cahoot and User, respectively.

Example of entering Cahoot user details in Shopify
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4 In Roles, or Roles and groups on Shopify Plus, click Assign. Select or create a role with the following permissions:

  • Home: Home
  • Orders: View, Manage order information, and Fulfill and ship
  • Draft orders: View
  • Products: View and View cost
  • Customers: View
  • App development: View apps developed by staff and collaborators
  • Store settings: Manage settings, Manage shipping and delivery, and Manage locations
  • App permissions: Manage and install apps and channels

Leave Manage taxes and duties unchecked. Review the Permission summary and click Save to send the invitation.

Example of Cahoot Shopify user permission selections
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Shopify screen labels and layouts may differ from the examples shown. In addition to the selections in the permission screenshot, enable Manage settings so Cahoot can access shipping profiles. These permissions include both viewing information and performing actions.

5 Notify Cahoot through a support ticket once the invitation is sent. Cahoot must accept the invitation to complete account setup.

Staff invitations expire after seven days. If the invitation expires before Cahoot accepts it, remove the pending user and add the user again to send a new invitation.
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