Staff management from the admin

When you have several people working for your store, you need to add them as your POS staff so they can use the Shopify POS app to run your store. Depending on the level of access each staff member requires, you need to give them appropriate permissions. To give one or more permissions to a staff member, you need to assign them a POS role.

If you're the store owner, or have an account with full admin access, then you can view and change your staff members' role from the Shopify POS app or the Shopify admin. If you don't assign a role to your staff member, then they are automatically assigned the default role (Associate).

You can create POS staff in three ways:

  • From the Staff menu of the Shopify POS app.
  • From the Plan and permissions settings page of your Shopify admin.
  • From the Point of Sale channel of your Shopify admin.

Before you create staff members, you can define roles for each permission set your staff can access. A default role called Associate is created for all staff, but you can create additional roles depending on the permissions that you want to assign.

Create staff with admin and Shopify POS access

If you're the store owner or a staff member with full permissions, then you can create staff members that have access to both Shopify POS and Shopify admin. Staff members created in this manner are assigned the default role with all POS permissions.

Steps:

  1. From your Shopify admin, click Settings, and then click Plan and permissions.

  2. In the Staff section of Permissions, click Add staff.

  3. Enter a first name, a last name, and an email address for the new staff member. Make sure that the Staff has full permissions checkbox is checked.

  4. Click Send invite.

An email invitation to create an account is sent to the new staff member.

Staff setup

The staff member who receives the email invitation needs to set up their staff account to access the Shopify admin and POS.

Steps:

  1. Click the link in the invitation email to accept the invitation.

  2. On the staff setup page, complete the form with the following information:

    • Email address.
    • First name and last name.
    • Phone number (optional).
    • Password.
  3. Click Create account.

The staff member can now log in to the Shopify admin by using their email address and password. They can also edit the details of their account.

Create POS-only staff

If you're the store owner or a staff member with full permissions, then you can create POS-only staff members from the Shopify admin. You can also control their permissions on the POS app by assigning them a predefined role.

Steps:

  1. From the Shopify admin, under SALES CHANNELS, click Point of Sale > Staff.

  2. Click Add staff.

  3. Enter the staff member's contact information.

  4. Select the POS role that you want to assign to the staff member.

  5. Under the PIN section, click Generate new PIN to assign a unique PIN to your staff member. The staff member will use this PIN to access the Shopify POS app.

  6. Click Save.

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