Managing retail staff effectively is key to ensure a well-run store operation. And if you're using Shopify POS for your brick-and-mortar store, you're already on the right track. The platform offers robust features for managing your retail team, including adding, editing, and removing staff members.
Let's dive into the specifics of staff management in Shopify POS and explore how it can streamline your Shopify retail operations.
Adding Staff in Shopify POS
Adding new staff members to your Shopify POS system is a straightforward process that can be completed in just a few minutes.
Here's how to do it:
1. Log in to your Shopify admin panel
2. Navigate to "Settings" and then "Users and permissions"
3. Click "Add staff" (see screenshot below with red circle)
4. Enter the staff member's name and email address*
5. Set appropriate permissions for the new staff member
6. Send an invitation to the new staff member
Remember, the number of staff accounts you can create depends on your Shopify subscription plan. It's worth noting that staff invitations are valid for seven days, so remind your new team members to accept promptly.
* What if your staff member doesn’t have an email address? With both Shopify and EasyTeam, it is actually optional. EasyTeam support can sync the staff without an email address. It is important to note however that you do need an email address if you’re using the payroll function.
Setting Up POS Access
After adding a staff member and before your staff can use the POS, you need to set up their POS access. This setup controls what they can do at checkout and how they log in to the system. Missing any of these steps means your staff won't be able to process sales - so let's walk through each one.
Enable POS Access
Turn on "Access Point of Sale"
This gives staff permission to use the POS app
Assign a POS Role
Choose their role (Associate is the default)
Each role has specific permissions
Customize access through "Manage POS Roles"
Set Up PIN Access
Create a unique 4-6 digit PIN
Staff use this PIN to log into the POS app
Generate random PINs for better security
The PIN adds security, while roles control what actions staff can take when using the register.
Editing Staff Profiles and Permissions
Once you've added staff members, you can easily edit their profiles and permissions.
Here’s how to do it:
1. Click on the staff member's name in the Users and permissions section
2. Update their bio, personal website, or other details as needed
3. Scroll down to modify app and channel access permissions
4. Adjust Shopify POS-specific permissions
This flexibility allows you to tailor each staff member's access to your store's needs, ensuring security while enabling productivity.
Permissions is a particularly strong Shopify feature because you can get granular about exactly what certain staff members can and cannot access. These permissions can be customized for each staff account, ensuring that employees have access to the tools they need while maintaining the security of sensitive information.
Shopify POS requires each team member with app access to create a unique personal identification code, serving as a secure login method for the POS.
To enable a staff member's access to the POS, admins need to activate the appropriate option in the employee's account settings, granting POS permissions and assigning a specific role within the system. An email is then sent to the staff member with a link directing them to their personal Users and permissions page, where they can view their assigned PIN.
Alternatively, employees can access their PIN by navigating to their staff account under the Settings > Users and Permissions in Shopify admin, or by Point of Sale > Staff.
Removing Staff Members from Shopify POS
When a staff member leaves your team, you’ll want to remove their access promptly.
Here’s how you can remove a staff member from Shopify POS:
1. Navigate to the Users and permissions section
2. Click on the staff member's name
3. Scroll down to the bottom and click "Remove staff member"
4. Enter your password to confirm the action
Remember, this action is permanent and cannot be undone, so proceed with caution.
Streamline Your Retail Operations with Shopify POS Apps
Managing staff in Shopify POS doesn't have to be complicated. With the right tools and knowledge, you can easily add, edit, and remove staff members, ensuring your team has the access they need to perform their roles effectively.
Looking for a Shopify POS staff management app that offers all you need for retail? Sign up for a free trial of EasyTeam, the leading Shopify app for staff management. It has everything you need to manage your retail team in Shopify including time tracking, scheduling, checklists, commissions, and payroll.
By leveraging the power of Shopify POS and complementary apps like EasyTeam, you can take your retail staff management to the next level, driving efficiency and success in your brick-and-mortar operations.
