Small tasks
Your store address, the page where the change goes, any wording and a screenshot of the problem if it is a fix.
Before we start
Shopify Project Requirements: What We Need From You
Most delays come from missing access or missing files. This page lists exactly what to have ready, by type of job, so work can begin the day your order is in.
- Access without sharing your password
- A short brief and your assets
- Checklists by service type
- Clear approvals to avoid rework
AccessCollaborator
Revision rounds2
Since2015
The basics
Four Things Every Job Needs
Whatever the service, these four items are the same.
Every order needs access to the store, a brief that says what you want, any files that belong to you, and one person who can approve the work. If these are ready when you order, work starts without a pause.
Access is always by collaborator request. We never ask for your owner password, and you can remove us at any time from your Shopify admin. Files can be shared by a folder link, and your brief is a short form with questions matched to the service.
The lists below break the requirements down by type of job. Open the one that matches your order.
- Approve the collaborator request promptly
- Answer the brief in full
- Send files in one folder
- Name one approver
By service type
What to Have Ready for Each Kind of Job
Store design and build
Your brand files, product list, examples you like, the pages you want and any apps already in use.
SEO, speed and growth
Search Console access if you have it, your analytics view, and a list of apps and recent theme changes.
Content and creative
Product facts, brand voice notes, samples of photos or products, and examples of the style you want.
Apps and channels
App account details, channel accounts and the products or markets you want covered.
Quick reference
Items, Why We Need Them and What to Send
| Item | Why we need it | What to send |
|---|---|---|
| Collaborator approval | So we can work in your store without your password | Approve the request in your Shopify admin |
| Brief | So the scope matches your goal | The completed form for your service |
| Brand files | So new work matches your look | Logo, colors and fonts if you have them |
| Content and assets | So nothing is invented | Photos, text and product data you own |
| Approver | So revisions stay inside two rounds | One name for decisions |
Timing
When Each Item Is Needed
At ordering
Your service choice, options and your store address.
Within the first stage
Collaborator approval and the completed brief.
Before the build
Files and examples that the work depends on.
During review
One batch of feedback from your approver.
At handover
Your confirmation that the work behaves as agreed.
Limits
What We Do Not Need
Not required
- Your Shopify owner password
- Your payment card details
- Access to accounts unrelated to the job
- Files you do not own
Cannot be done without
- Collaborator access for store changes
- A completed brief
- Content or facts for anything we must write from
- Permission to use any third-party material
In depth
How to Write a Brief That Gets the Right Result First Time
A good brief is short, specific and honest. It saves a revision round before you have used one.
The brief is a short form with questions matched to your service. These tips help you answer it well.
Describe the goal, not just the task
Instead of only writing make the button bigger, add why: customers on phones are missing it. A goal lets us suggest a better fix than the one you first imagined.
Say where it goes
Name the page, the section and the device. Add the address of the page and a screenshot with the area circled.
Show what you like
Links to pages you admire, with a note on what you like about them, are the fastest way to communicate taste. Say what you dislike as well.
List must-haves and must-nots
Mention brand rules, words you must use or avoid, colors you cannot change and anything legal or regulatory that applies.
Be honest about the starting point
Tell us about apps you use, earlier edits to the theme and anything that went wrong before. It saves hours of diagnosis.
If you are unsure how to answer a question, say so. We would rather clarify than guess.
Access
How to Give Collaborator Access Safely
Collaborator access lets us work in your store without your password.
- Open your Shopify admin and go to the settings area for users or staff.
- Find the collaborator or staff section and choose the option to send a collaborator request or invite.
- Enter the details we give you for our collaborator account.
- Choose the permissions the job needs. If you are unsure, we will tell you which areas the scope requires.
- Send the request. We accept it and confirm what we can see.
- When the work is done, you can remove access in the same area.
Menus and labels in Shopify change over time, so follow the current names in your admin. If you get stuck, send us a screenshot and we will walk you through it.
Files
Six Kinds of Files That Often Delay a Job
Having these ready avoids pauses.
Logo files
A high-resolution logo, ideally with a transparent background and a vector version if you have one.
Brand colors and fonts
The exact color codes and font names, or a brand guide.
Product photos
The best-quality originals, not copies saved from a website.
Written copy
Text you want used, with any wording that must not change.
Product data
A spreadsheet with titles, prices, variants and SKUs.
Examples
Links or screenshots of pages and stores you like.
At a glance
Typical Delays and How to Avoid Them
Small habits that keep a job moving.
| Common delay | Why it happens | How to avoid it |
|---|---|---|
| Collaborator request not accepted | The invitation is missed or stuck | Look for it in the first day and tell us if it fails |
| Brief left incomplete | Questions seem unclear | Answer what you can and ask about the rest |
| Files arrive late | Originals are hard to find | Collect them before you order |
| Feedback arrives in pieces | Several people comment separately | Name one approver and send one list |
| A new idea arrives mid-job | Seeing the work sparks changes | Note it for a small task after approval |
Related searches
Shopify Project Brief and Requirements
Short answers to questions people often search for on this topic.
What is Shopify collaborator access?
Shopify collaborator access lets an agency work in your store with a limited account. You send the request from your admin and can remove it at any time.
What is a Shopify project brief or design brief?
A Shopify project brief tells us your goal, store address and examples. A Shopify design brief adds brand files, colors and references.
What are Shopify requirements for apps, retail and Google Shopping?
Built for Shopify requirements, Shopify app store requirements and a Shopify app creation requirements list apply to app developers. Shopify retail package requirements and Google Shopping for Shopify requirements are set by those programs. Check their pages.
What do you need for Shopify or to build a business on Shopify?
What do you need for Shopify? A plan, a domain, a theme, products and payment details. A Shopify build a business guide covers each step.
Can you help with project management software for Shopify?
Project management software for Shopify can track a larger job. For most orders, our written scope, one thread and the steps above are enough. Shopify FAQ setup examples and Shopify plans and pricing are covered in our guides, and Shopify compatible hardware requirements are for retail point of sale.
Related searches
Related Searches: Shopify Project Requirements
People describe this topic in different ways when they search. These are the common ones.
You may also have come across “project management software shopify”.
FAQ
Requirement Questions Answered
Access, files and approvals. Open any question for the full answer.
What do you need to start my Shopify job?
Collaborator access, a completed brief, any files that belong to you and one person who can approve the work.
Do you need my Shopify password?
No. A collaborator request is enough, and you can remove access at any time.
What if I do not have a logo or photos?
Content and creative services can make or prepare them. Tell us in the brief and we will scope it.
Can I send files by link?
Yes. A shared folder link is the simplest route.
Who should approve the work?
One person with authority to decide. It keeps feedback in one batch and revisions inside the two included rounds.
What happens if I am slow to answer?
Work pauses at the step that needs your input, and the estimate resumes when it arrives.
Do you need access to my apps?
Only when the job involves them, such as app set-up. We ask for the least access that does the job.
Can I add files later?
Yes, but late additions can change the scope. Tell your project lead and we will say whether they fit.
How long does the brief take to fill in?
Usually a few minutes. The form is matched to your service and asks only what the job needs.
What if I do not know the answer to a question?
Say so, and tell us what you do know. We will clarify in writing before the scope is confirmed.
Do I need to be available during the build?
You need to respond to questions and review the result. Between those moments, you do not need to do anything.
Can someone else handle this for me?
Yes. Name the person who will answer the brief and approve the work, and make sure they have access to the store.
What if my files are low quality?
Tell us. Image editing and design services can improve what you have, and we say plainly what can and cannot be fixed.
How do I know access was approved?
We confirm in writing when we accept the collaborator request and what we can see.
Ready when you are
Have These Ready and We Start Fast
Choose your service, see the exact price and prepare the four basics above.
- Fixed prices shown before you pay
- Two revision rounds in every package
- A written handover with every job