Collaborator Request Code

[MR23]

I am trying to request collaborator access and I need a collaborator access code from the merchant to send the request. We can not find where this appears. It was previously found under Settings --> Users & Permissions and the code would appear under Collaborators on the merchants Shopify Admin. But this seems to no longer be there. Seems as Shopify had an update today and wondering if this changed? Any insight into where the 4 digit code can be found? 

[made4Uo]

Hi @MR23 

It is still showing it in the same place. There is no mention about the update that might impact the collaborator's request. Can you make sure if the store needs 4 digit code?

[MR23]

When I am trying to send the collaborator request to the merchant, it states I need to enter the code in order to send the request. However, the merchant is not seeing the code where it normally is. 

[Rick]

Hi @MR23 

Thanks for reaching out here.

I understand that you are trying to request collaborator access on a client's store, and are wondering how as you are being asked to provide a code which the merchant cannot locate.

To clarify, as you can see here in our help center resources, the 4-digit code is indeed enabled and displayed in the Users and Permissions section of the Shopify admin. If the merchant has selected the 'Anyone can send a collaborator request' option then you should not need any code in order to send a collaboration request to this merchant.

From your Partner Dashboard you need to click into Stores. Then click Add store > Request access to store and enter the URL of the Shopify store that you want to access. If the collaborator request section is asking you to input a collaborator request code, then it means the merchant has enabled the 'Only people with a collaborator request code can send a collaborator request' setting in the Users and Permissions section of their Shopify admin.

The collaborator access code is displayed right underneath where they selected that option, and is a 4-digit code that they should be able to see there. Please see this screenshot for an example of how the code appears for the merchant:

If the merchant has enabled this setting but is not seeing the collaborator request code, then I would recommend suggesting some local troubleshooting steps for them such as:

• Clear their browser cache & cookies.
• Try a different browser or a private browsing window.
• Make sure their browser and OS versions are up to date.
• Try accessing their store using a different device, and also a different internet connection if possible.

If the above doesn't help to make the code appear, then they can try choosing the 'Anyone can send a collaborator request' option in order to allow you to access their store for the moment, but having them contact our support team directly would be a good idea so we can help them figure out what is happening.

[PaulNewton]

Hi @Rick could we get a dedicated post or blog post on enabling collaborator access codes  exclusively for the merchants perspective. Possibly along with guidance  if/when a merchant is getting spammed with requests if they should report the unsolicited requestors or not.

Thanks.

I thought one already existed but it's driving me crazy trying to find it  but i'm probably confusing it with the 2fa security post in the forum blog.

[Rick]

Hi @PaulNewton 

Thanks for joining in here!

I think that is a great suggestion, and I would be happy to pass this idea on to the relevant team. 

However, just so you know, we do have a dedicated help center resource about collaborator permissions here that covers how merchants can give a collaborator access to their store, how they can report an issue with a freelancer or agency, and also how to handle unsolicited emails.

Perhaps that article linked above would cover the information from the merchants perspective that you recommended?

[PaulNewton]

It's not visible enough.

https://help.shopify.com/en/manual/your-account/staff-accounts/collaborator-accounts

Here is what merchants see in the new design if they either click the TOC link to enable access-codes or I try to point them directly to the key info, they messaging get cut off ... in small text ...  with low emphasis on the key actions. It's more productivity friction in the collaboration process.

https://help.shopify.com/en/manual/your-account/staff-accounts/collaborator-accounts#enable-the-code

Yes partners could|should communicate the actions already but partners should always be able to either back it up or just plain link to good official docs.

[Rick]

Hi @PaulNewton 

Many thanks for providing this extra context - it's very helpful!

I understand what you mean, and I can totally see how having this information presented in a clearer and more obvious way would be beneficial for both merchants and partners.

I have passed this suggestion on to the relevant team who manage the help center resources, and they will review this feedback. I cannot guarantee that a new, dedicated resource will be made, but we are constantly looking for ways to improve our support resource offerings, so we do greatly appreciate you taking the time to provide this info.