Managing staff in the Shopify POS app

This page is for the Shopify POS app, not the Shopify admin.

Use the Shopify POS app to add and manage POS app-only staff. From the POS app, you can complete the following staff management tasks:

• Add POS app-only staff
• Delete POS app-only staff
• Change a staff member's POS role
• Update a staff member's contact information

To manage POS-only users from your Shopify admin, refer to Add POS-only users.

Add POS app-only staff in the 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 from the POS app. You control your staff's permissions for the Shopify POS app by assigning them a POS role. You can create an unlimited number of POS app-only staff.

If you're the store owner or are assigned the POS user manager role, then you can add POS app-only staff directly within the Shopify POS app.

Steps:

1. From the Shopify POS app, 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 actions:
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 the Shopify POS app. Make sure that your staff knows what their PIN is.
10. Tap Save.

Delete POS app-only staff in the Shopify POS app

You can delete POS only staff from the POS app.

Steps:

1. From the Shopify POS app, tap , and then tap Staff.
2. Tap the name of a POS app-only staff member.
3. Tap Delete staff.

Change a user's role in the Shopify POS app

You can change a user's role in the Shopify POS app.

Steps:

1. From the Shopify POS app, tap , and then tap Staff.
2. Tap the staff's name that you want to change the role for.
3. In the POS app access section, tap Edit.
4. Tap the roles you want to assign to the staff member.
5. Tap Save and then tap the X to close the staff details dialog.

Change POS only staff contact information in the Shopify POS app

You can change POS only staff contact information in the Shopify POS app.

If you're changing another staff member's information, such as their PIN, then make sure that they know what their updated information is.

Steps:

1. From the Shopify POS app, tap , and then tap Staff.
2. Tap the staff member's name.
3. For POS app-only staff, in the Contact information section, tap Edit, and then enter the staff member's new contact information.
4. To reassign the POS role, do the following actions:
5. In the POS app access section, tap Edit, and then select a different role.
6. Tap Save.
7. To change the PIN, do the following actions:
8. In the Security section, tap Edit.
9. Tap Generate new PIN or enter a new PIN code.
10. Tap Save.

Next steps

After you add or update POS staff, you can manage Shopify POS app PINs so staff can unlock the Shopify POS app with their own staff profile.