Managing Point of Sale staff

This page was printed on Jul 01, 2022. For the current version, visit https://help.shopify.com/en/manual/sell-in-person/shopify-pos/staff-management/manage-staff.

If you're the store owner or have the Manage Point of Sale staff permission, then you can do the following from the Point of Sale channel of your Shopify admin:

  • Change the email address and contact information for a POS app only staff.
  • Change the POS role for any staff with Point of Sale access.
  • Change the PIN for any staff with Point of Sale access.
  • Delete a POS app only staff.
  • Remove Point of Sale access from staff with access to the Shopify admin.

Only the store owner can manage their own contact information, POS role, and PIN.

If staff has access to the Shopify admin, only they can edit their contact information themselves.

Change a staff's information (Shopify POS app)

  1. From Shopify POS, tap ≡, and then tap Staff.

  2. Tap the staff's name.

  3. For a POS app only staff, in the CONTACT INFORMATION section, tap Edit, and then enter the new contact information.

  4. To reassign the POS role, do the following:

    1. In the POS APP ACCESS section, tap Edit, and then select a different role.
    2. Tap Save.

  5. To change the PIN, do the following:

    1. In the SECURITY section, tap Edit.
    2. Tap Generate new PIN or enter a new PIN code.
    3. Tap Save.
    1. From your Shopify admin, click Settings > Apps and sales channels.
    1. From the Apps and sales channels page, click Point of sale.
    2. Click Open sales channel.

  2. Click Staff.

  3. Click a staff's name.

  4. Enter the new contact information.

  5. To reassign the POS role, in the POS ROLE section, select a different role.

  6. To change the PIN, in the PIN section, click Generate random PIN or enter a PIN. Make sure that your staff knows what the new PIN is.

  7. Click Save.

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

  2. Click a staff's name.

  3. Enter the new contact information.

  4. To reassign the POS role, in the POS ROLE section, select a different role.

  5. To change the PIN, in the PIN section, click Generate random PIN or enter a PIN. Make sure your staff knows what the new PIN is.

  6. Click Save.

Search and filter the staff list

You can search for a specific staff by entering a name, email address, or phone number into the Search staff field. In addition, you can filter the staff list by tapping one or more POS role.

You can search for a specific staff by entering a name, email address, or phone number into the search field. In addition, you can filter the staff list by level of access (for example, Admin), or by POS role. You can check one or more filtering rule, and combine both access and POS role filtering rules.

For example, you can filter the staff list to display only the staff that have Admin and POS app access and the Associate POS role.

Delete a POS app only staff

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

Steps:

  1. From Shopify POS, tap ≡, and then tap Staff.

  2. Tap the name of a POS app only staff.

  3. Tap Delete staff.

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 the name of a POS app only staff.

  6. Click Delete staff.

Apply the same action to multiple staff

You can apply the following actions to multiple staff simultaneously in the Point of Sale channel in the Shopify admin:

  • Assign POS roles.
  • Give Point of Sale permission for staff with Shopify admin access member accounts.
  • Delete POS app only staff.

In the following example, you assign the same POS role to several staff all at once.

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. Check the box beside the name of each staff whose POS role you want to assign.

  6. Click Assign POS role, and then click the role that you want to assign to all the selected staff.

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