🚀 Onboarding Guide

1. Prerequisites for Installation

One of the best things about Account Editor is how easy it is to install—there are no special requirements. It works smoothly with any Shopify store, no matter your plan or technical skills.

1. Works with All Shopify Plans:

   • Account Editor works with any Shopify plan, including Basic, Advanced, and Plus. You don’t need any upgrades or extra features to use it.

2. Easy to Install:

   • You don’t need admin access or complicated settings. Anyone with access to the app section of your store can install and set it up quickly.

3. No Extra Tools Needed:

   • While Account Editor can integrate with third-party systems (like 3PL or ERP), you don’t need any external tools to get started. It works on its own.

4. Works with Any Browser:

   • There are no browser restrictions. Whether you use Chrome, Safari, or Firefox, you’ll have a smooth experience.

5. No Technical Skills Needed:

   • You don’t need a developer to install or set up Account Editor. The app is simple to use, with easy-to-follow instructions.

2.  Install the App

After successfully Installing the App

3. Customizing Your Store Settings

Personalizing Account Editor is key to ensuring it aligns with your store’s unique needs and branding. Here’s how you can customize your settings:

3.1 Order Editing Setting Timeframe

Customize Order Editing Time with Advanced Restrictions

Now, with Account Editor, merchants can set timeframes for order edits and apply advanced restrictions to control which orders or products customers can edit. Whether you want to restrict edits by product type, order value, or specific product tags, this feature gives you the flexibility you need to align with your store’s policies.

Step 1: Access Order Editing Settings

Go to the Account Editor section in your Shopify admin panel.
Click on the Settings tab.
Open Order Editing Settings to access the customization page.

Step 2: Set the Editing Timeframe

Choose Timeframe:

Select a default editing duration using the dropdown menu (e.g., 30 minutes, 1 hour, or custom).
Adjust the timeframe for specific editable components like Contact Information, Shipping Details, or Order Items.

Step 3: Enable Editable Components

Customize which parts of the order customers can edit:
Contact Information: Toggle ON to allow edits to the customer’s email or phone number.
Shipping Details: Toggle ON to allow modifications to addresses.
Order Items: Toggle ON to enable changes like adding, removing, or swapping items.

Step 4: Apply Restrictions

Restrict order edits based on the following criteria:

By Product Type:
Example: Allow edits only for products in categories like Clothing or Accessories while restricting edits for Customizable Products.

By Order Value:
Example: Set a minimum or maximum order value for editing eligibility. For instance, allow edits for orders under $500.

By Product Tag:
Example: Restrict edits for products tagged as “Limited Edition”, “Final Sale”, or “Pre-Order”.

Step 5: Configure Restriction Settings

Navigate to the Editable Components section.
Select the component you wish to restrict (e.g., Order Items or Shipping Details).
Click Add Restrictions and choose one of the following:
Product Type: Use the dropdown to select applicable product types.
Order Value: Enter the range of order values (e.g., $0 - $500).
Product Tag: Specify tags to include or exclude (e.g., “Final Sale”).
Save your restrictions to apply them immediately.

Step 6: Preview and Save Settings

Double-check all restrictions and timeframes.
Click Save to activate your customized editing rules.

4. Configuring Notifications

Automatically keep customers informed of any changes to their orders. Customize notification emails to let customers know when their changes have been applied, keeping them engaged and assured.