What permissions does the app need and why?

Introduction

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.

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Permissions Roadmap Requests

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.

Common Questions

• Does Roadmap store customer payment data?
  • No — all payment processing is handled by Shopify. Roadmap only tracks subscription events and loyalty balances.
• Will Roadmap change my theme?
  • Roadmap only injects lightweight code needed for widgets. You control widget placement through app blocks.
• Can I limit which permissions Roadmap uses?
  • No — all permissions are required for the app to function as intended.
• Is Roadmap GDPR/CCPA compliant?
  • Yes — Roadmap follows Shopify’s compliance framework for data handling and customer privacy.

Cross-Feature Links

• How does Roadmap work with Shopify?
• How do I install the app on my Shopify store?
• Why isn’t Roadmap showing on my storefront?

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.