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Overview

Real-time collaboration lets multiple team members edit the same merchandising rule or sort order at the same time. You can see who else is on the page, track their cursors, and leave threaded comments — all without overwriting each other’s work. Collaboration is available on:
  • Merchandising rule editor — presence avatars, live cursors, field locking, drag locking, and comments
  • Sort order editor — presence avatars, live cursors, field locking, and comments
Real-time collaboration is enabled by your account administrator. If you don’t see collaboration features, contact your admin or reach out to support.
The example below shows teammates working in the same merchandising rule with live collaboration visible in the editor. Animated example of teammates collaborating in real time on a merchandising rule

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Presence avatars

When two or more people are viewing the same page, colored avatar circles appear in the page header showing who is currently active. Each avatar displays the user’s initials in their assigned color.
  • Up to three avatars are shown at once. If more people are present, a +N badge indicates additional viewers.
  • Click the avatar row to open a list of everyone on the page.
  • Users who have been inactive for 60 seconds appear faded and are labeled Away.

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Live cursors

As teammates move their mouse across the page, you see their cursor in real time. Each cursor is color-coded and labeled with the user’s first name so you always know who is working where.

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Field locking

When a teammate focuses on a form field, that field is automatically locked for everyone else. This prevents two people from editing the same setting at the same time.
  • A colored border appears around the locked field, matching the editor’s assigned color.
  • A name badge floats above the field showing who is editing it.
  • Locked fields are non-interactive for other users until the editor moves to a different field.
Fields protected by locking in the merchandising rule editor include the rule name, enabled toggle, collection handle, sort order, sell-out deletion, sequential grouping, variant breakouts, and scheduling settings. Fields protected by locking in the sort order editor include the sort order nickname and code.

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Drag locking

In the merchandising rule editor, when a teammate drags a product to reorder it, that item is locked so no one else can move it at the same time. The lock is released as soon as the drag is complete.

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Comments

Leave threaded comments anywhere on a merchandising rule or sort order page. Comments are pinned to specific positions on the page so your team can discuss changes in context. This example shows how to enter comment mode, place a comment, and continue the conversation in context. Animated example of adding threaded comments to a merchandising rule

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Place a comment

  1. Click the comment icon in the toolbar, or press C on your keyboard to enter comment mode.
  2. Click anywhere on the page to place a comment pin.
  3. Type your message in the composer that appears and submit.

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View and reply to comments

  • Click any comment pin to open the thread and see all replies.
  • Pins display a counter badge when a thread has multiple messages.
  • Resolved threads appear faded to distinguish them from active discussions.

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Exit comment mode

Press Escape or click the comment icon again to leave comment mode. An unresolved comment count badge appears on the toolbar button when there are open threads.

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Graceful degradation

If real-time collaboration is not enabled for your account, the merchandising rule and sort order editors work exactly as before — you won’t see any collaboration UI elements, and all editing features remain fully functional.

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Next steps