The Recommended Setup
Have your client create the StoreRocket account themselves, then invite you as a team member. This keeps billing under their name from day one and avoids the hassle of transferring ownership later.
Your client signs up, adds their locations, picks a plan, and then invites your email from the Team page. You get full access to build and customize the widget.
If You Create the Account Instead
Sometimes the client wants you to handle everything. That's fine. Just know that billing will be tied to your account until ownership is transferred.
If you need to transfer a project to the client later, contact our support team and we'll handle it.
One Project, One Subscription
Each client needs their own project with its own subscription. If you manage 5 clients, that's 5 separate projects, each on their own plan. There's no agency bundle or multi-project discount at this time.
You can manage multiple projects under a single StoreRocket account. Switch between projects with the project switcher at the top of the sidebar, or open Manage Projects from it to see them all. Each project's billing is independent.
Adding Team Members
Go to the Team page, select Invite a teammate and enter their email address.
Currently, everyone you invite joins as an administrator, which means they can see and change everything in the project, including billing. Keep this in mind when inviting clients to projects you own. They'll be able to see payment details.
Only the owner can remove people from the team, and only the owner can change the project's name, company and billing email.
Billing Responsibilities
The project owner is responsible for billing. If you created the account, you're paying. If the client created it, they're paying. It's that simple.
To avoid billing surprises at the end of an engagement, set up the project under the client's account from the start (the recommended approach above).
Wrapping Up a Client Project
When the work is done, the client (as the owner) removes you on the Team page: they open your name and select Remove from team. You can also select Leave project yourself. You'll lose access to the project immediately.
Make sure you've handed off any documentation or credentials before then.
Quick Checklist for Client Projects
Client creates account and invites you (preferred)
Set up locations, filters, and widget customization
Install the embed code on the client's website
Test the widget on the live site
Hand off any notes and let the client remove your access when ready
Questions? Message us on live chat.