What is Collaborator Access?

Collaborator access lets you grant a third party access to your store while controlling their permissions, so you can manage exactly what they can and cannot see.

Why We Ask for Collaborator Access

We request collaborator access because it allows our team to see your store and TxtCart app directly, rather than relying solely on what you describe to us. This means we can diagnose issues faster, spot things that might be easy to miss, and give you more accurate, hands-on support. Without it, we're limited in what we can do for you.

This access allows our team to:

Investigate and resolve issues quickly: Collaborator access allows us to see exactly what you are seeing and troubleshoot problems faster, without the back-and-forth guesswork.
Implement solutions on your behalf: Our team can directly edit and create flows and campaigns, complete your onboarding, and make necessary changes without requiring you to do the heavy lifting.
Proactively optimize your results: Our team can review your performance data and identify improvement opportunities to ensure your SMS strategy is delivering the best results possible.

Tip: We only request the minimum access needed to support you. No unnecessary permissions are ever requested.

What Permissions We Request and Why We Request Them

When you grant collaborator access, you will see a list of permissions to approve. Here is exactly what we ask for and why each one matters.

1. General

Permission	Why We Need It
Home	Gives us a high-level view of your store's activity so we can understand your overall performance at a glance.
Orders	Allows us to view order data so we can connect SMS activity to purchases and measure recovery performance accurately.
Manage Abandoned Checkouts	This is core to TxtCart. We need to read abandoned checkout data to trigger recovery messages at the right time.

2. Administration

Permission	Why We Need It
Manage Settings	Lets us review your store configuration to make sure TxtCart is set up correctly and working as expected.
Checkout	Allows us to inspect checkout settings that can affect when and how abandoned cart flows trigger.
Manage Policies	We review your store policies to help ensure your SMS messaging stays compliant with carrier and legal requirements.

3. Finance

Permission	Why We Need It
View Billing Details	Allows us to verify your billing status so we can quickly resolve any plan or payment issues you run into.
Manage App Billing	Required to manage your TxtCart subscription directly through Shopify, including plan changes or billing corrections.

4. Products and Customers

Permission	Why We Need It
Products	Allows us to read your product catalog so we can include accurate product details, names, and links inside recovery messages.
Customers	Gives us access to customer profiles so we can match subscribers to the right contacts and personalize messages correctly.
Export Customers	Lets us pull customer data when needed to sync your subscriber list and ensure no contacts are missed during onboarding or audits.

5. Analytics and Marketing

Permission	Why We Need It
Reports	Allows us to review your store's sales and performance reports to measure how SMS is contributing to revenue.
Dashboards	Gives us a live overview of store activity so we can spot patterns, dips, or opportunities linked to your SMS campaigns.
Marketing	Lets us view your marketing activity to ensure TxtCart flows and campaigns are not conflicting with other channels.
Discounts	Required to verify and troubleshoot discount codes used inside SMS flows and campaigns, such as cart recovery offers.

6. Apps and Online Store

Permission	Why We Need It
Manage and Install Apps and Channels	Required for TxtCart to be installed and to remain connected to your Shopify store. Without this, the app cannot function.
Approve App Charges	Allows Shopify to process TxtCart subscription billing on your behalf through the standard app billing system.
Themes	Lets us access your storefront theme so we can embed opt-in settings without you needing to do it manually.
Edit Theme Code	Needed to install TxtCart tracking scripts and opt-in form directly into your theme for accurate cart tracking and list growth.

How to approve collaborator access?

To approve the request from your Shopify admin, go to Settings > Users. Then:

On the Users index page, click the Requests status to filter open collaborator requests.
Click on TxtCart's collaborator request (it should say "Pending" next to it).
The collaborator request should come from kyle@txtcartapp.com.
Click the black Accept Request button.

When you approve the request, please do so with the default permissions. This ensures we have the level of access required to assist you with any app-related concerns.

TxtCart collaborator access requests will come from kyle@txtcartapp.com. If you'd like to validate whether a collaborator access request was sent by us, please contact our support team via live chat or at support@txtcart.ai.