• TEAM ROLES AND FORM ASSIGNMENTS • SETUP GUIDE

How to Assign Forms to Staff Members

By Rivio Support Team
2 min read

What you will achieve in this guide

Follow this step-by-step documentation to configure custom B2B registration forms, approval workflows, and customer tagging.

EXPECTED SETUP TIME 5-10 Minutes
COMPATIBILITY All Shopify Themes & Plans
TECHNICAL DIFFICULTY Zero Code Required

Limit Rivio staff access to the Shopify registration forms they are responsible for through app form assignments.

Before you begin

Confirm the person’s Shopify account and app access, then review their Rivio role and form scope with the owner. Test access using that person’s account after saving assignments.

Assign the form scope to the reviewer

Staff access is limited to forms assigned to the person. Use separate retailer, distributor, or trade forms when different reviewers are responsible for different programs, then assign the relevant form scope.

The source documentation confirms roles and assignments but does not identify a stable menu path for every release. Use the owner-visible team controls; if they are missing, contact support to confirm the management entry point instead of substituting an owner login.

Set up this workflow

  1. Sign in as the app owner and identify the staff member’s Shopify account.

  2. Confirm the person already has the Shopify access required to open the app.

  3. Open the app’s available team-access controls and select that person’s app role.

  4. Choose Staff and assign only the forms their duties require.

  5. Save through the team controls exposed by your release.

  6. Have the staff member sign in and confirm assigned forms are available while unrelated forms are restricted.

Example

Create retailer and distributor demo forms. Assign only the retailer form to a test Staff member using the team controls available in your release.

Expected result

The staff account can work with its assigned retailer form while unrelated access is restricted.

Limits and important behavior

  • Do not assume a Shopify staff permission automatically assigns every Rivio form.
  • Review assignments when a staff member changes responsibilities.
  • If team-access controls are not visible to the owner, contact RivioApps Support to confirm the management entry point for your app release.

Troubleshooting and verification

If the app cannot be opened, check Shopify access. If a form is missing, check Staff assignments. If viewing works but editing does not, check whether the role is Read-only. Ask the owner to correct the relevant access layer.

Screenshots to add

Screenshot placeholder: Capture the relevant app screen for “How to Assign Forms to Staff Members” after completing the setup. Show the controls used to sign in as the app owner and identify the staff member’s Shopify account. Add a second screenshot showing the result of this check: Have the staff member sign in and confirm assigned forms are available while unrelated forms are restricted. Use dummy applicant details and mask any secrets.

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