Check Shopify app access, the Rivio role, and assigned forms when a staff member cannot view or edit a registration workflow.
SUPPORT CATEGORY • 5 ARTICLES
RIVIO B2B REGISTRATION FORMS
Team Roles and Form Assignments
Fundamental walkthroughs, configuration rules, and step-by-step guides for Team Roles and Form Assignments.
Target Platform
Shopify Checkout Extensibility
Avg. Implementation Time
Varies by feature
Requirements
See feature requirements
Assign Shopify wholesale forms to responsible staff and use clear review ownership to avoid conflicting application decisions.
Use a Read-only Rivio role for team members who should inspect Shopify registration information without editing forms or decisions.
Limit Rivio staff access to the Shopify registration forms they are responsible for through app form assignments.
Rivio team access supports Owner, Staff restricted to assigned forms, and Read-only users who can view without making changes.
Showing 5 of 5 articles in Team Roles and Form Assignments
Need a staging sandbox test?
Use a test store for store-wide rules. A duplicate storefront theme does not isolate active Shopify Functions or checkout configurations.