Give staff permissions with POS roles

Note

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

A POS role is a named set of POS permissions. Roles make it easier for you to assign the same permission set to multiple staff. You can't assign individual permissions to Point of Sale staff, you need to assign a role. Each Point of Sale staff needs an assigned role.

If you're the store owner, or you have the Manage POS role permission, then you can create and manage roles from the Point of Sale channel in the Shopify admin. A role can include the same permission set as other roles, but each role must have a unique name.

The default role is Associate. You can change the name and the permission set for the Associate role. You can make another the role the default role. The default role is the role that is selected automatically when you add Point of Sale staff. You can't delete the default role.

Staff with limited permissions can access the POS channel, but certain sections might be unavailable if they do not have the required Shopify POS login permissions.

Create POS roles from the Point of Sale channel (Shopify admin)

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 Manage POS roles > Create POS role.

6. In the Title field, enter a name for the role, and then select the permissions for this role.

7. Optional: To make this role the default role, check Set as default POS role.

8. Click Save.

Edit POS roles from the Point of Sale channel (Shopify admin)

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 Manage POS roles, and then click the appropriate role.

6. Select or deselect permissions.

7. Optional: To set this role as the default role, check Set as default POS role.

8. Click Save changes.

Delete POS roles from the Point of Sale channel (Shopify admin)

You can delete any role unless it is the default role or if it has staff assigned to it.

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 Manage POS roles, and then click the appropriate role.

6. Click Delete POS role. If staff are assigned to this role, then you're prompted to select another role for the staff before deleting this role.

7. Click Delete POS role.

Description of POS Permissions

Note

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

A POS role is a set of permissions that enables your Point of Sale staff to access certain activities in Shopify POS and the Point of Sale channel. Staff with limited permissions can access the POS channel, but certain sections might be unavailable if they do not have the necessary permissions. Both POS permissions and Admin permissions affect what they can access.

Permissions

Point of Sale initial permissions

Permission	Description
Allow all Point of Sale permissions	Allows staff to access all Point of Sale activities in Shopify POS and the Point of Sale channel.
Select Point of Sale permissions	Allows staff to access select Point of Sale activities in Shopify POS and the Point of Sale channel.

Manager approval

Point of Sale Manager approval permission

Permission

Description

Manager approval

Allows Point of Sale staff to approve staff actions by entering their PIN. Store owners, or staff with the Manage POS roles permission, can edit roles to allow Manager approval. To approve an action, staff need both Manager approval and the required permission is set to Allowed. This permission can be set to either of the following: Allowed, which allows staff to approve actions Denied, which restricts staff from approving actions

Discounts

Point of Sale discounts permissions

Permission	Description
Apply custom discounts	Allows Point of Sale staff to apply custom discounts to both an entire cart and a single line item. This permission can be set to one of the following: Allowed, which allows staff to apply custom discounts Denied, which restricts staff from applying custom discounts Approval required, which requires staff with manager approval and apply discount permissions allowed to enter their PIN to complete the action
Apply discount codes	Allows Point of Sale staff to apply discounts codes to the entire cart. This permission can be set to one of the following: Allowed, which allows staff to apply discount codes Denied, which restricts staff from applying discount codes Approval required, which requires staff with manager approval and apply discount permissions allowed to enter their PIN to complete the action

Checkout

Point of Sale checkout permissions

Permission	Description
Ship to Customer	Allows Point of Sale staff to ship a cart to a customer. This permission can be set to one of the following: Allowed, which allows staff to ship to customers Denied, which restricts staff from shipping to customers Approval required, which requires staff with manager approval and ship to customer permissions allowed to enter their PIN to complete the action
Edit taxes	Allows Point of Sale staff to edit taxes to orders. This permission can be set to one of the following: Allowed, which allows staff to edit taxes Denied, which restricts staff from editing taxes Approval required, which requires staff with manager approval and edit taxes permissions allowed to enter their PIN to complete the action
Add custom sales	Allows Point of Sale staff to create a custom sale. This permission can be set to one of the following: Allowed, which allows staff to add custom sales Denied, which restricts staff from adding custom sales Approval required, which requires staff with manager approval and add custom sales permissions allowed to enter their PIN to complete the action

Register

Point of Sale register permissions

Permission	Description
View and adjust current payment tracking session	Allows staff to view and adjust current payment tracking session, add cash, and remove cash. This permission can be set to one of the following: Allowed, which allows staff to view and adjust current payment tracking session Denied, which restricts staff from viewing and adjusting current payment tracking session
View payment tracking session history	Allows Point of Sale staff to view details of previous payment tracking sessions. This permission can be set to one of the following: Allowed, which allows staff to view payment tracking session history Denied, which restricts staff from viewing payment tracking session history
Start and end payment tracking sessions	Allows Point of Sale staff to manually start and end payment tracking sessions. This permission can be set to one of the following: Allowed, which allows staff to start and end payment tracking sessions Denied, which restricts staff from starting or ending payment tracking sessions but a payment tracking session will start automatically after a sale
Open drawer	Allows Point of Sale staff to open the cash drawer from the cart actions. This permission can be set to one of the following: Allowed, which allows staff to open the cash drawer Denied, which restricts staff from opening the cash drawer but will still open automatically after a cash sale

Orders

Point of Sale orders permissions

Permission	Description
Device's location only	Allows Point of Sale staff to manage only the orders that were made at the device's location.
All locations	Allows Point of Sale staff to manage orders regardless of the device's location.
Refund and exchange orders	Allows Point of Sale staff to refund and exchange orders. This permission can be set to one of the following: Allowed, which allows staff to refund and exchange orders Denied, which restricts staff from refunding and exchanging orders Approval required, which requires staff with manager approval and refund and exchange orders permissions allowed to enter their PIN to complete the action
Manage sales attribution for orders	Allows Point of Sale staff to add, edit, or delete staff attribution on completed orders. This permission can be set to one of the following: Allowed, which allows staff to edit staff attribution on orders Denied, which restricts staff from editing staff attribution on orders

Customers

Point of Sale customers permissions

Permission	Description
Add customers	Allows Point of Sale staff to add new and existing customers to a cart and view basic customer information. This permission can be set to one of the following: Allowed, which allows staff to add customer information Denied, which restricts staff from adding customer information
Manage customers	Allows Point of Sale staff to view, edit, and delete customer information. This permission can be set to one of the following: Allowed, which allows staff to add manage information Denied, which restricts staff from managing customer information

Apps

Point of Sale apps permissions

Permission	Description
Use apps that work with Shopify POS	Allows Point of Sale staff to use apps that are installed on Shopify POS.

Staff

Point of Sale staff permissions

Permission	Description
Manage Point of Sale staff	Allows Point of Sale staff to view, add, edit, and delete staff records from Shopify POS and from the Point of Sale channel in the Shopify admin. This includes assigning the POS roles to other staff.
Manage POS roles	Allows Point of Sale staff to view, create, edit, and delete POS roles from the Point of Sale channel in the Shopify admin.

Analytics

Point of Sale analytics permissions

Permission	Description
View analytics for device's location	Allows Point of Sale staff to view the Daily Sales report for their location.
View cash tracking sessions	Allows Point of Sale staff to view a history of cash tracking sessions in the Shopify POS app and Shopify POS channel.

Settings

Point of Sale settings permissions

Permission	Description
Customize smart grid for device's location	Allows Point of Sale staff to add, edit, and delete smart tiles on the home screen for the POS at the device's location.
Switch device's location	Allows Point of Sale staff to change the device's location setting.
Log out store from Point of Sale app	Allows Point of Sale staff to log out of Shopify POS.
Manage payment settings for device	Allows Point of Sale staff to change the payment settings for the POS device at the device's location from Shopify POS or from the Point of Sale channel in the Shopify admin.
Manage receipt settings	Allows Point of Sale staff to change the printed receipt settings for the POS device.

Additional permissions for POS channel access

In addition to any related POS permissions, staff with limited permissions need the appropriate admin permissions to access the following POS channel actions:

Point of Sale settings permissions

Sales channel action	Required admin permission	Required POS permission
View POS channel	None	Give Point of Sale access to this staff
Add locations	Locations Only store owners can alter POS Pro subscriptions.	None
View reports	Reports	None
View sales data for a location	Reports Only store owners can alter POS Pro subscriptions.	None
Manage POS staff	None	Manage Point of Sale staff
Manage POS roles	None	Manage POS roles
Manage receipt settings	None	Manage receipt settings
Upload logo for receipt customizations	Themes, Pages, or Products	None