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Adding Point of Sale staff

If you're the store owner, or you have theManage Point of Sale staffpermission, 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 usingShopify POS Pro.

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

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Shopify POS login requirements

Tolog in to Shopify POSusing aShopify IDor 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
  • Charge credit card
View draft orders
Sub-permissions:
  • Create and edit draft orders
  • Apply discounts
  • Set payment terms
  • Charge credit card
  • Mark draft orders as paid
  • Delete 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.

    员工POS应用程序访问可以通过激活theAccess Point of Saleoption in a staff's account. Following this, aPOS Rolecan be defined, and aPINcode 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 theirUsers and permissionspage, where they can reveal their PIN. Otherwise, the staff member can reveal their own PIN in their Shopify admin by clicking their staff account underSettings>Users and Permissions, or fromPoint 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.

    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 therequired 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 toSettings>Users and permissions.
    2. In theStaffsection, click on the name of the staff member you want to give POS access to.
    3. In thePoint of Sale accesssection, checkAccess Point of Sale.
    4. Optional: If the staff member is missing the required store permissions to use the POS, clickShow permissions, and thenGive all permissions.
    5. Choose the desiredPOS Rolefrom 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 thePINsection:
      1. ClickGenerate random PIN.
      2. Delete the default. . . .和手动输入一个销。员工使用此销交流cess Shopify POS. Make sure that your staff knows what their PIN is.
    7. ClickSave.

    Add a POS app only staff

    You can add POS app only staff from two locations:

    Add POS app only staff from Shopify POS

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

    Steps:

    1. From Shopify POS, tap☰, and then tapStaff.
    2. TapAdd new staff.
    3. In theStaff Informationsection, enter the required details.
    4. In thePOS App Accesssection, tapEdit.
    5. Optional: To see the list of permissions within each role, select the role and then tapView permissions.
    6. Select a role, and then tapSave.

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

      1. In theSecuritysection, tapEdit.
      2. TapGenerate random PINor 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. TapSave.

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

    If you're the store owner or have a staff with theManage Point of Sale staffpermission, 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, clickSettings>Apps and sales channels.

    2. From theApps and sales channelspage, clickPoint of sale.

    3. ClickOpen sales channel.

    4. ClickStaff.

    5. ClickAdd staff.

    6. Enter the required information.

    7. Select aPOS role.

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

    9. ClickSave.

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