How Merchants Can Grant Access to POS

Sharing access to the POS system is pivotal for effective troubleshooting and support. By granting access, the support team can help replicate to diagnose common Issues you encounter in POS.

Methods to Share Access to POS

You can share access to your Shopify POS system using two effective methods: through Users and Permissions or via the Organization Settings (Add User) option.

Method 1: Sharing Access via the Users and Permissions Section in Shopify

This is where you manage staff accounts at the store level. You can add staff members, assign them specific permissions, and control what they can access within that particular store. Each staff member has personal login credentials, and their permissions can be tailored to restrict access to sensitive areas of the store's admin.

1. The first thing to do is to add a Staff or User Account. You need to be the store owner or have Edit permissions and Add and remove staff permissions. After you have created a staff account you can proceed in giving Shopify POS permissions.

2. If you want to add staff who can log in to your admin and to Shopify POS, you can add POS app-only staff, then you also need the Manage Point of Sale staff permission and the required Shopify POS permissions.

Steps:

1. From your Shopify admin, go to Settings > Users & Permissions.
2. Click the staff member's name.
3. In the Point of Sale access section, click Access Point of Sale.
4. From the POS Role list, select the role that you want to assign to the staff member.
5. Optional: To create a different personal identification number (PIN) from the default PIN, in the PIN section, click Generate random PIN or enter a PIN. Staff use this PIN to access Shopify POS. Make sure that your staff knows what their PINs are.
6. Click Save.

Method 2: Sharing POS Access via the Organization section

This enables broader management across multiple stores within an organization (available for Plus stores only). By adding staff through the Organization settings, you can assign organization-level permissions that apply to all stores in the organization. This allows them to manage users and permissions across multiple stores, not just a single one. For example, a user with the "User" permission can manage access for all stores, even if they only have store-level access to one.

To add a new user, navigate to the Organization section and select "Add Users." From there, you can assign specific roles or permissions to the user. If POS access is needed, ensure that POS or related permissions are included. The user will receive an email invitation to join the organization and access the POS system.

If you have any questions or need further assistance, please reach out to our support team.

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