Manage POS staff by location

You can assign specific retail locations to each staff member, so that they can access only those locations using their staff PIN. The default locations a staff member is assigned depends on whether you add them through the Shopify POS app or the Shopify POS channel in your Shopify admin. If you add the staff member through the Shopify POS app, then they're assigned only the location of that POS device. If you add them through the Shopify POS channel in your Shopify admin, then they're assigned to all retail locations.

You can edit and assign retail locations using the staff profile view.

Requirements

• Your POS locations must be using Shopify POS Pro.
• You must be using Shopify POS version 9.0 or higher.

Adjust retail locations assigned to a staff member

Note

When you adjust the locations that are assigned to a staff member, you can only assign locations that you have the permissions to access.

The default locations a staff member is assigned depends on whether you add them through the Shopify POS app or the Shopify POS channel in your Shopify admin. If you add the staff member through the Shopify POS app, then they're assigned only the location of that POS device. If you add them through the Shopify POS channel in your Shopify admin, then they're assigned to all retail locations.

If you want to assign all locations to a staff member, then you can select All locations in the Locations section of the staff profile. You can also deselect all locations assigned to a staff member to remove location access.

Steps:

1. From your Shopify admin, click Point of Sale > Staff.
2. Click the name of the staff member that you want to edit.
3. In the Locations section, click Edit.
4. In the Select locations window, select the locations that you want your staff member to have POS access for.
5. Click Done.

Bulk actions

You can use bulk actions from the staff page in the Point of Sale sales channel to assign locations to your POS staff.

Assign locations

Steps:

1. From your Shopify admin, click Point of Sale > Staff.
2. Select the staff members that you want to assign to locations.
3. Click Assign locations.
4. In the Assign locations window, use the locations list to select the locations that you want to assign to the staff you selected. Only Shopify POS Pro locations are available and displayed.
5. Click Done.

Filtering

You can use the staff page in the Point of Sale sales channel to filter your staff list by location:

Filter staff list

You can use locations to filter your POS staff list:

1. From your Shopify admin, click Point of Sale > Staff.
2. Click the search and filter button.
3. Click Add filter to select Location.
4. Select the location that you want to filter your staff list by.

Save a filtered search

If you frequently search using the same filters, then you can save a custom filter for your POS staff:

1. From your Shopify admin, click Point of Sale > Staff.
2. Click the search and filter button.
3. Click Add filter to select either Location.
4. Select the location that you want to filter your staff list by.
5. Click Save as.
6. In the Save view as window, input a name for the filter.
7. Click Save.