After granting collaborators access to the HexaSync team via email at [email protected] to enable HexaSync to modify Shopify data, customers may adjust our Collaborator Store permissions as follows:
Step 1 – Check permissions for the HexaSync team
- If the customer sends the link: store.myshopify.com, HexaSync will request all necessary permissions and send it to the customer.
- If the customer proactively grants collaborator rights, HexaSync will need to have all the following rights:
Note: Depending on the integration requirements, customers can customize the information and execution requirements.
Thông tin đồng bộ | Thao tác | Ghi chú |
Products | View product cost | Required for product synchronization |
Create and edit products | Required for product synchronization | |
Edit product cost | Required for product synchronization | |
Edit product price | Required for product synchronization | |
Manage Inventory | Ignore inventory if it is not synchronized | |
Export products | Required for product synchronization to back up data and check | |
Delete products | HexaSync does not delete customer data, so permission is not required | |
Metaobject Definitions | Create and edit definitions | Depending on the sync requirement |
Administrations | Locations | Not required if there is no need |
App Developments | Develop apps | Required |
Enable app development | Required | |
Orders | Manage order information | Required for sales order synchronization |
Edit orders | Required for sales order synchronization | |
Apply discounts | Required for sales order synchronization | |
Set payment terms | Required for sales order synchronization | |
Export orders | Required for sales order synchronization | |
Mark order as paid | Depending on the sync requirement | |
Capture payment | Depending on the sync requirement | |
Fulfill and ship | Depending on the sync requirement | |
Return orders | Ignore if you do not sync a refund, cancel, or return the order | |
Refund orders | Ignore if you do not sync a refund, cancel, or return the order | |
Cancel orders | Ignore if you do not sync a refund, cancel, or return the order | |
Draft orders | Create and edit draft orders | Ignore if you do not sync the sales order |
Apply discounts | Ignore if you do not sync the sales order | |
Charge credit card | Ignore if you do not sync the sales order | |
Mark draft orders as paid | Ignore if you do not sync the sales order | |
Export draft orders | Ignore if you do not sync the sales order | |
Delete draft orders | Ignore if you do not sync the sales order |
Step 2 – Add permissions to the HexaSync team
Depending on synchronization requirements, customers can check and adjust the permissions for [email protected]. Please check the following steps to check the collaboration permissions.
- Step 1: In the Shopify dashboard, select Settings
- Step 2: Select Users and Permissions → Collaborators→ Collaborator Information → Review Store Permissions
- Step 3: Check and adjust permissions according to the table in step 1
You can check and update Shopify collaboration permissions for Hexasync by following the steps above.