Accepting a Collaborator Account Invitation

Created by Nicholas Higuera, Modified on Fri, 27 Jan 2023 at 03:26 PM by Nicholas Higuera

When a Collaborator account invitation is sent from our team, the invitation needs to be accepted in order for our team to access your store admin.

For steps on accepting a Collaborator account and providing access to Shop Circle, please follow the steps in one of the methods below.



Method 1: Accept Collaborator Invitation via Store Owner Email

  1. From within the store owner email client that you are using, open the invitation email from our team.

    Note: If you did not receive the invitation in your inbox, please check your spam and junk folders.

  2. Select View request within the invitation email.
  3. Select Accept request.

When enabling access, please ensure the areas for the orders, customers, products, themes, settings, and apps are all enabled.



Method 2: Accept Collaborator Invitation via Shopify admin

  1. From your Shopify admin, select Settings.
  2. Select Users and permissions.

    Users and permissions

  3. Under Collaborators, find and select Shop Circle.
  4. Select Accept request.

At minimum, please ensure Bold has access to:

  • Orders
  • Products
  • Customers
  • Themes
  • Navigation
  • Manage settings
  • Manage and install apps and channels

Depending on the app and support request, we may need access to additional areas.

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