HexaSync Shopify Collaborator Permission Review Guide 

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.

Sync Information	Action	Note
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

Request Collaborator Access

1. Log in to https://www.shopify.com/partners.
2. In the Shopify Partners dashboard, go to Stores > Add Store > Request access to a store.

3. Fill out the Request access to a store form.

Note: Some permissions may be required.

Edit Staff Permissions

1. In the Shopify admin dashboard, go to Settings > Users and permissions > Staff.
   Click the username of the staff member you want to edit.

2. In the Store permissions section, select the permissions you want to assign.

Note: Some permissions may be required.

Edit Collaborator Permissions

1. In the Shopify admin dashboard, go to Settings > Users and permissions > Collaborators.
   Click the collaborator’s name you want to edit.

2. Follow the same steps as editing staff permissions (select desired permissions in the Store permissions section).