To fully automate chargeback management, we require specific collaborator access permissions within your Shopify store. These permissions are carefully selected to allow us to manage disputes, issue refunds when necessary, and maintain full visibility into transactions—without needing access to sensitive business settings or customer data beyond what's required.
Below is a breakdown of the permissions needed:
✅ Essential Access Required
Orders — Grants access to view and manage all customer orders.
Manage Orders Information — Enables us to review critical order details for chargeback responses.
Refund Orders — Required for processing refunds directly from our platform—this can help prevent chargebacks or resolve them proactively.
Customers — Allows access to customer information tied to the order so we can build stronger evidence files and deliver accurate dispute responses.
Manage and Install Apps and Channels (Optional) — Only needed if your store uses a subscription app and you would like us to cancel subscriptions automatically in response to disputes.
🚫 Not Required
We do not require access to:
Financial information (billing, payouts, plan settings)
Sensitive store-wide settings (locations, taxes, checkout)
Marketing or discount tools
App development or staff management tools
Why These Permissions Matter
These specific settings enable us to:
Automate refunds (in full or partial) based on chargeback alerts or policies.
Respond to disputes with all the evidence Shopify provides.
Cancel recurring subscriptions that may be linked to chargebacks (when enabled).
Minimize your manual involvement and maximize your win rate.
We've optimized our permissions to be minimal yet effective—only what's necessary to do the job right. Images for Guidance
