What is collaborator access?
Collaborator access allows you to grant access to your admin portal to a certified Shopify Partner directly from their account, and limit their permissions by managing what they can and cannot see.
Why do we need collaborator access?
Our goal is to provide you with a solution that requires minimum to no action from your side, and although we are fetching all the relevant data using Shopify's API, some data is unavailable through this channel. Therefore, we ask for the least amount of access possible, so we can automate chargebacks for you without exposing any unnecessary information.
What are the permissions that we usually request?
Orders - By granting us access to your orders, we can see much more than just the raw data of the order, but more metadata that helps us, such as customer communication, order lifecycle, fraud detection, update a response, and more.
View Shopify Payments Payouts - By granting us access to your Shopify Payment Payouts, we can run a deep check on transactions processed through this processor, and conduct a comprehensive analysis of fraud activities that our system detects.
Customers - By granting us access to your customers' profiles, we can identify fraudulent activities, link fake accounts to a potential fraudster, and help you prevent chargebacks.
Manage and Install Apps and Channels - By granting us access to your installed Shopify apps, we can reproduce bugs you might face and debug them, to promise a smooth experience with our app.
Reports and Dashboard - These permissions are required to activate your payment processor for the Chargeflow Alerts service, and allows our team to track your store's chargeback rate and filter out disputes resolved via RDR to accurately measure Alerts performance. They also help us gather all the necessary evidence and data needed to fight disputes and manage chargebacks effectively.
Refund orders – Helps us track refund history, which is key for building strong cases and is also needed if you use our Alerts service.
📝This option will not count against your store's staff limit and will only grant us minimal permission to manage your Shopify Payments disputes.
To read more about collaborator permissions, check this article published by Shopify.
How do I accept the request?
Once you've connected Chargeflow to your Shopify store, our support team will send you a collaborator access request. You can find this request in any of the following places:
Email — Look for a message with the subject line: "Request for store access from Chargeflow, Inc."
Shopify Dashboard
Shopify Settings > Users & Permissions > Collaborators
If you haven't received a request, please reach out to our support team via our 24/7 Live Chat or via email at support@chargeflow.io.