Shopify permissions

When Roadmap is installed on your Shopify store, it requests certain permissions to function properly. These permissions allow Roadmap to connect with your store data, display widgets on your storefront, and keep everything in sync.

This article explains which permissions are required and why we need them, so you can feel confident about how Roadmap works with your store.

1

Products

Why? Roadmap needs access to your products so it can:

• Create bundles and discounts (including GWP promotions).
• Display reviews on product pages.
• Apply loyalty or subscription rules to specific products or collections.

2

Customers

Why? Roadmap uses customer data to:

• Track loyalty points, referrals, and tier progression.
• Segment customers with tags.
• Sync loyalty, review, and subscription data with Klaviyo.

3

Orders

Why? Order access lets Roadmap:

• Award loyalty points for purchases.
• Track subscription renewals and billing events.
• Measure performance in analytics (AOV, conversion, churn).

4

Themes & Storefront Content

Why? Roadmap needs limited theme access to:

• Inject lightweight code for widgets (loyalty, reviews, bundles, etc.).
• Provide app blocks that you can place via the Shopify theme editor.
• Ensure widgets display correctly in cart, checkout, and POS.

5

Checkout (where supported)

Why? Roadmap integrates with Shopify checkout to:

• Apply loyalty redemptions and discounts.
• Display bundles and GWPs at checkout.
• Allow subscription checkout flows.

6

Analytics & Reports

Why? Analytics access allows Roadmap to:

• Combine data from loyalty, reviews, subscriptions, and bundles into unified dashboards.
• Provide insights on performance and customer retention.

Important Notes

• Roadmap only requests the permissions necessary for its features.
• All permissions are handled through Shopify’s secure app framework.
• You can review and manage permissions at any time in your Shopify admin → Settings → Apps and sales channels.

Summary

Roadmap requires access to products, customers, orders, themes, checkout, and analytics to power its features. These permissions ensure Roadmap can apply loyalty points, create bundles, run subscriptions, display reviews, and generate reports — all while staying fully integrated with Shopify’s secure platform.