Working in a Client's Account
When a client lets you work on their website, their business appears under Clients in your portal. Opening it takes you into their normal ShopStable dashboard.
How you know where you are
A bar across the top reads "Working on [Client] as [Partner]". Everything under it belongs to the client. The "Back to portal" link returns you to your own portal without reloading the page.
Client businesses never appear in your own business switcher. That switcher is for businesses you own or have joined as a teammate.
What you can do by default
When a client lets you in, you get the partner default:
- Edit and publish the website, including collections and media.
- Edit the marketplace profile.
- See services, products, reviews, locations and hours, and analytics.
- See counts of the client's leads, form submissions and orders for the last 30 days, on the client's card in your portal.
The client can narrow or widen this at any time from their Team page. If something you expect to use is missing, ask the client to open Team › Partner and change it.
What you can never do
- See the client's customers: their leads, form submissions and orders (names, emails, phone numbers, addresses, messages). You see how many, never who. The client can't switch this on either.
- See or change billing.
- Transfer ownership of the business.
- Manage the client's team, or see it.
These are not permissions a client can grant; they are simply not part of partner access.
Everything is logged
Every change you make in a client's account is recorded with your partner name and the person on your team who made it. Clients can see this on their activity log.
When a client removes you
A client can remove your access from their Team page at any time. You stop being able to open their business immediately, and the month in which it happens is paid in full. You will get an email when it happens.