Adding collaborators to your WooCommerce.com account

Adding collaborators to your WooCommerce.com account allows another person to help manage your store/site on your behalf. This safe, secure feature grants them access to your account access — without providing them your login and password.

Who and what are collaborators?

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Collaborators are usually developers, members of an agency, or consultants you enlist or hire to help manage your WooCommerce store.

What can collaborators do?

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When you add a collaborator to your WooCommerce.com account, they can:

• View and manage downloads.
• View and manage subscriptions.
• View order information.
• Create support tickets on your behalf.

What can collaborators not do?

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A collaborator does not have the ability to:

• Purchase items from our Marketplace on your behalf.
• Set subscriptions for purchased products to auto-renew.
• Access your private account information, including stored payment method details.

Adding a collaborator

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To add a collaborator to your account:

1. Log into your WooCommerce.com account.
2. From the menu in your My account dashboard, click the Collaborators tab.
3. Enter the WooCommerce.com account email address of the developer/person you wish to add. If the collaborator does not have a WooCommerce.com account, you can create one for them.
4. Under Select permission(s), tick the checkbox(es) of items you wish to grant them access to, then click Add.

Once a collaborator is added, their details appear under the Collaborators heading. Collaborators also receive a notification email when added to your account. They will then have an option to switch to managing permitted areas of your account in their WooCommerce.com account.

Adding account collaborators in this way gives you full control, while keeping your account safe and secure.

Managing collaborators

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From the My Collaborators section of your Collaborators page, you can:

• Update a collaborator’s permissions by clicking Edit. For example, if you want to allow a collaborator to install an extension on your behalf, tick the subscriptions checkbox.
• View an audit trail of their activities on your account — such as support ticket submissions and product downloads — by clicking Activity Log.
• Remove their access to your WooCommerce.com account by clicking Delete.

Managing a client’s account

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Collaborators can view and manage accounts they’ve been granted access to via the Collaborators page in their WooCommerce.com account dashboard.

To view which accounts have granted you collaborator access:

1. Log into your WooCommerce.com account.
2. From the menu in your My account dashboard, click the Collaborators tab.
3. Click Accounts where I am a Collaborator.

To begin managing a client’s account:

1. Go to the Downloads, My subscriptions, or Get support page of your WooCommerce.com account dashboard.
2. Select the client’s account email address from the relevant drop-down menu that appears; the page will display your client’s content (e.g. a list of their subscriptions, downloads, etc.).

A red notification bar appears near the top the page when managing items on behalf of a client to ensure you are aware of which account you are accessing.

Subscriptions

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• Access your client’s list of subscribed products (extensions) to see when they expire.
• You cannot set products to renew; your client must do this themselves.
• Connect extensions to your client’s site using your collaborator account:

To connect/install an extension or theme to your client’s site, please ensure that your collaborator account has Subscriptions permission checked by your client. This allows you to manage your client’s subscriptions on their behalf — except for renewals.

Log in to your WooCommerce.com account, then click the My subscriptions tab. Here, you need to select your client’s email address from the Show my subscriptions drop-down menu to see the list of subscriptions your client has shared with you:

Once your client’s email address is selected, you will be able to see which extension and/or theme subscriptions are shared, and an Add to store button next to each one:

Click Add to store to begin the installation process; this will redirect you to your client’s site.

Please note that you must log in to your client’s site using your collaborator account, not the client’s account.

Once the installation process is completed, installed extensions can be found in the WP Admin dashboard of your client’s site at WooCommerce > Extensions > My Subscriptions:

Downloads

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• You can download a .zip file of your client’s extension or theme and upload them directly to their site. You can also access links to relevant documentation and view this item’s changelog.
• Your activity is logged on your client’s account.

Tickets

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To submit a support ticket on your client’s behalf, select their account from the Request support for: drop-down menu.