Your client may have already given you user permission levels to access their Shopify store. Here's the minimum requirements you'll need to be able to connect A2X to Shopify, and instructions for your client to give you the required permission levels.
Staff Permissions in Shopify
Here's an article in Shopify with more information on how to manage staff. Shopify currently offers 3 permission levels for users:
- Owner permission
- Full permission
- Limited permission
To connect A2X to Shopify, your client should give you "full permission" level.
Instructions for your client to add a user (staff) in Shopify:
Step 1: Go to Shopify > Settings and choose Plan & Permissions
Step 2: Click on "Add staff account"
Step 3: Send user invitation with the box checked for "This staff account will have full permissions"
If your client prefers to customize user permissions, the options below are preferred permission levels for accountants and bookkeepers.
Once you receive the user invitation from Shopify, create a login and password to access your clients' Shopify store(s).
➡️ Connect A2X to Shopify. Log into A2X, click on the "Connect to Shopify" button, and complete the connection. For more information, please reference this article HERE.
Hint: If you are in chat and wish to view this article outside of the chat window, please click HERE