Adding Point of Sale staff

If you're the store owner, or if you have a POS role with 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.

All staff with POS app access need a unique 4 to 6-digit personal identification number (PIN) to access the POS app.

Shopify POS login requirements

To access Shopify POS using a Shopify account or login credentials, users need to have a role with the Access Point of Sale store permission.

Users with limited admin permissions, and POS app only staff can't access Shopify POS unless the store owner, organization owner, or a user with a user role that has the Set up new or updated POS devices permission logs in to the Shopify POS first.

In cases where your POS app also uses other apps, the initial login user must also have a role with store-level permissions for those apps for the initial login. In the App permissions section , select any individual apps that are for the Shopify POS.

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.

Shopify POS login security

For security reasons, if any settings related to account setup are changed when an account is logged into Shopify POS, then the account will be logged out. The user needs to manually log back into Shopify POS.

If any of the following account setup settings are changed, then the logged in user is logged out of Shopify POS:

• Email address
• Email address verification
• Password
• Access Point of Sale sub-permission

If you use SAML (Security Assertion Markup Language) and it's inactive for 14 days, then your account is logged out of the Shopify POS.

Adding staff with POS access

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

• Staff that have both POS app access and Shopify admin access, including the Point of Sale channel. These staff members can log in to both POS Pro and POS Lite locations on the POS app, as well as access your Shopify admin.
• 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 and can only login to POS Pro locations.

Grant POS access to Shopify admin users

You can allow your existing Shopify admin users to access the Point of Sale channel and POS app by adding the Access Point of Sale store permission to an existing role or create a new role for Shopify POS access.

After you assign the role to a user, the user is automatically assigned to the default POS role.

If your store is part of an organization, then you can grant access to multiple stores in your organization with the same custom role, but you still manage your POS only staff separately for each store in your organization.

Add a POS app only staff

Plan requirement

This feature is available only for locations that are currently on the Shopify POS Pro subscription.

If you're the store owner or have a POS role 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. You can create an unlimited number of POS app only staff.

You can add POS app only staff from two locations:

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

Steps:

Shopify POS app

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

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 access 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:
8. In the Security section, tap Edit.
9. 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.
10. Tap Save.

Point of Sale channel

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

2. 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.