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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.

Thông tin đồng bộThao tácGhi chú
ProductsView product costRequired for product synchronization
Create and edit productsRequired for product synchronization
Edit product costRequired for product synchronization
Edit product priceRequired for product synchronization
Manage InventoryIgnore inventory if it is not synchronized
Export productsRequired for product synchronization to back up data and check
Delete productsHexaSync does not delete customer data, so permission is not required
Metaobject DefinitionsCreate and edit definitionsDepending on the sync requirement
AdministrationsLocationsNot required if there is no need
App DevelopmentsDevelop appsRequired
Enable app developmentRequired
OrdersManage order informationRequired for sales order synchronization
Edit ordersRequired for sales order synchronization
Apply discountsRequired for sales order synchronization
Set payment termsRequired for sales order synchronization
Export ordersRequired for sales order synchronization
Mark order as paidDepending on the sync requirement
Capture paymentDepending on the sync requirement
Fulfill and shipDepending on the sync requirement
Return ordersIgnore if you do not sync a refund, cancel, or return the order
Refund ordersIgnore if you do not sync a refund, cancel, or return the order
Cancel ordersIgnore if you do not sync a refund, cancel, or return the order
Draft ordersCreate and edit draft ordersIgnore if you do not sync the sales order
Apply discountsIgnore if you do not sync the sales order
Charge credit cardIgnore if you do not sync the sales order
Mark draft orders as paidIgnore if you do not sync the sales order
Export draft ordersIgnore if you do not sync the sales order
Delete draft ordersIgnore 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
HexaSync Shopify Collaborator Permission Review Guide - Add permissions to the HexaSync team
  • Step 2: Select Users and Permissions → Collaborators→ Collaborator Information → Review Store Permissions
HexaSync Shopify Collaborator Permission Review Guide - Add permissions to the HexaSync team
  • Step 3: Check and adjust permissions according to the table in step 1
HexaSync Shopify Collaborator Permission Review Guide - Add permissions to the HexaSync team

You can check and update Shopify collaboration permissions for Hexasync by following the steps above.

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