PalSync

Collaborator access is temporary, scoped, and merchant-approved

Most PalSync issues can be diagnosed from the app, safe identifiers, and the attached PostHog session context. If two guided attempts do not resolve the issue, a PalSync teammate may ask for Shopify collaborator access.

Your exact .myshopify.com store domain.

The 4-digit collaborator request code from Shopify Admin → Settings → Users → Security.

Explicit consent for the minimum permissions needed to inspect the reported workflow.

The diagnostic packet for the affected order, historical request, dispute, or billing period.

1. Your exact .myshopify.com store domain.
2. The 4-digit collaborator request code from Shopify Admin → Settings → Users → Security.
3. Explicit consent for the minimum permissions needed to inspect the reported workflow.
4. The diagnostic packet for the affected order, historical request, dispute, or billing period.

A verified PalSync teammate submits the request from Shopify's Dev Dashboard.

The merchant reviews the requested permissions in Settings → Users and accepts or rejects the request.

PalSync confirms the investigation scope before making any change.

After resolution, PalSync summarizes what was inspected or changed and the merchant can revoke access.

1. A verified PalSync teammate submits the request from Shopify's Dev Dashboard.
2. Shopify notifies the merchant.
3. The merchant reviews the requested permissions in Settings → Users and accepts or rejects the request.
4. PalSync confirms the investigation scope before making any change.
5. After resolution, PalSync summarizes what was inspected or changed and the merchant can revoke access.

Never send a password, two-factor code, session cookie, API key, PayPal credential, or payment credential.

PalSync will not claim that access is active until Shopify shows the request as approved.

Billing, authentication, scopes, refunds, security, privacy, destructive changes, and dispute submissions remain human-controlled.

Ask which exact permissions are needed; do not grant broad store access by default.

- Never send a password, two-factor code, session cookie, API key, PayPal credential, or payment credential.
- PalSync will not claim that access is active until Shopify shows the request as approved.
- Billing, authentication, scopes, refunds, security, privacy, destructive changes, and dispute submissions remain human-controlled.
- Ask which exact permissions are needed; do not grant broad store access by default.

If you do not want to grant collaborator access, continue in Messenger with screenshots and a redacted diagnostic packet.

Use Shopify's revocable collaborator workflow when hands-on investigation is required.

Grant PalSync temporary Shopify collaborator access

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Grant PalSync temporary Shopify collaborator access

Collaborator access is temporary, scoped, and merchant-approved

What PalSync will ask for

What happens next

Safety rules