Adding Point of Sale staff

If you're the store owner, or you have the Manage Point of Sale staff permission, then you can use the Shopify admin or the Shopify POS (Point of Sale) app to add or remove staff that have access to Shopify POS.

You can have two types of staff with access to Shopify POS:

1. Staff that have both POS app access and Shopify admin access, including the Point of Sale channel.
2. POS app only staff that have access to the Shopify POS app, but don't have access to your Shopify admin or Point of Sale channel. POS app only staff are only available to merchants using Shopify POS Pro.

All staff with POS app access need a unique four-digit personal identification number (PIN) to access the POS app.

Shopify POS login requirements

To log in to Shopify POS using a Shopify ID or login credentials, staff members need the following permissions:

Staff permissions required for POS

Permission category	Permission
Store permissions	Home
	Orders Sub-permissions: Orders Edit orders Refund orders
	Draft orders Sub-permissions: Draft orders
	Products Sub-permissions: View products View product cost Create and edit products Edit product cost Edit product price Manage inventory Delete products and collections
	Gift cards
	Customers
	Analytics Sub-permissions: Reports
	Marketing
	Discounts
	Store settings Sub-permissions: Manage settings Locations
App permissions	Manage and install apps and channels
Point of Sale access	Access Point of Sale POS Role PIN

Staff with limited admin permissions and POS app only staff can't log in to Shopify POS unless the store owner or a staff member with the required permissions logs in first.

Staff POS app access can be granted by activating the Access Point of Sale option in a staff's account. Following this, a POS Role can be defined, and a PIN code can be set up.

When a new staff member is set up in this way—or when an existing staff member is granted POS access—they will receive an email linking them to their Users and permissions page, where they can reveal their PIN. Otherwise, the staff member can reveal their own PIN in their Shopify admin by clicking their staff account under Settings > Users and Permissions, or from Point of Sale > Staff.

When staff enter their PIN and process a sale, their staff name is connected with that order. You can see which staff processed an order on the order's detail view in Shopify POS, and in the order's Timeline in the Shopify admin.

Tip

Before you add staff, you can create POS roles that give your Point of Sale staff permission to specific activities that are required for running your store in person. A default role called Associate is created for all Point of Sale staff, but you can use or create additional POS roles to help manage your Point of Sale staff. Changing to another role can be done at store level.

Add access to POS for staff with admin permissions

You can grant access to the POS app for a staff member that has admin permissions. If the staff member doesn't have the required permissions to use the POS, you're prompted to grant those permissions so that the staff member can log in to POS devices.

Steps:

1. From your Shopify admin, go to Settings > Users and permissions.
2. In the Staff section, click on the name of the staff member you want to give POS access to.
3. In the Point of Sale access section, check Access Point of Sale.
4. Optional: If the staff member is missing the required store permissions to use the POS, click Show permissions, and then Give all permissions.
5. Choose the desired POS Role from the drop-down menu.
6. Optional: If you want to create a different PIN than the default PIN, then do one of the following in the PIN section:
   1. Click Generate random PIN.
   2. Delete the default . . . . and enter a PIN manually. Staff use this PIN to access Shopify POS. Make sure that your staff knows what their PIN is.
7. Click Save.

Add a POS app only staff

Note

This feature is available only to merchants using Shopify POS Pro.

You can add POS app only staff from two locations:

• From the Staff screen of Shopify POS.
• From the Point of Sale channel of your Shopify admin.

Shopify Plus

If POS Access is managed through a role with Shopify Plus, then the checkbox for POS Access isn't available in the Shopify admin under Settings > User permissions. You can add POS app only staff from the Point of Sale channel in your Shopify admin.

Add POS app only staff from Shopify POS

If you're the store owner or have the Manage Point of Sale staff permission, then you can add POS app only staff directly within the Shopify POS app.

Steps:

1. From Shopify POS, tap ☰, and then tap Staff.
2. Tap Add new staff.
3. In the Staff Information section, enter the required details.
4. In the POS App Access section, tap Edit.
5. Optional: To see the list of permissions within each role, select the role and then tap View permissions.
6. Select a role, and then tap Save.

7. Optional: If you want to create a different PIN than the default PIN, then do the following:

   1. In the Security section, tap Edit.
   2. Tap Generate random PIN or use the keypad to enter a PIN. Staff use this PIN to access Shopify POS. Make sure that your staff knows what their PIN is.

8. Tap Save.

Add a POS app only staff through the Point of Sale channel

If you're the store owner or have a staff with the Manage Point of Sale staff permission, then you can add POS app only staff from the Point of Sale channel in the Shopify admin. You control your staff's permissions for the Shopify POS by assigning them a predefined POS role.

Steps:

1. From your Shopify admin, click Settings > Apps and sales channels.

2. From the Apps and sales channels page, click Point of sale.

3. Click Open sales channel.

4. Click Staff.

5. Click Add staff.

6. Enter the required information.

7. Select a POS role.

8. If you want to create a different PIN than the default PIN, then in the PIN section, click Generate random PIN or enter a PIN. Staff use this PIN to access Shopify POS. Make sure that your staff know what their PIN is.

9. Click Save.