Before your buyer becomes the new owner of your shop, they'll need their own staff account first. After you request a store transfer, Exchange will make the buyer's staff account the new account owner.
Here's what you need to make the buyer a staff account:
- The buyer's full name
- Their email address
Message your buyer through Exchange to ask them for this info. Then follow these steps:
- Head to Settings > Account in Shopify
- Under Accounts and Permissions click "Add staff account"
- Enter your buyer's name and email address
- Edit the account permissions (see below)
- Send invite
After the invite is sent, the buyer will need to check their email for the link to activate their account. They will be responsible for creating their password when they activate.
Account Permissions for Buyers
By default, the staff account will have Full Permissions, meaning they will have access to everything except your billing and payment information.
It's up to you which type of permissions you'd like the buyer to have. We recommend allowing full permissions if you have an open transaction. This will let your buyer do some due diligence during their inspection period on Escrow.
Otherwise, you can also create a staff account for potential buyers to allow them to verify sales by giving them access to Dashboards and Home.
Exhchange will handle making your buyer the new account owner. Never share your account owner login information or make the buyer the account owner on your own.