shopify jhow to switch pos account

when you have staff working at your,location you need to add them as,point-of-sale staff so they can use the,Shopify POS there are three different,ways to add staff to your store and,today we'll guide you through each of,them hi everyone its alli with Shopify,before you start adding new staff,members you need to create staff roles,each staff role has a set of permissions,assigned to it for example you can,create a role like associate that has,permissions to process orders and access,customer information you can have,another role for senior staff like,assistant manager the assistant manager,role can have permissions to manage,location settings payment settings and,cash tracking check the description,below for a help article about setting,staff permissions here you see the,associate role set as the default but,you can rename and edit the default,world how you see fit after you're done,creating staff roles you can start,adding staff accounts you can create a,staff account with access to only the,POS app or you can create a staff,account that has access to the Shopify,admin and the POS app staff accounts,that have access to the POS and Shopify,admin count toward the total number of,accounts available on your Shopify plan,your monthly subscription plan,determines how many staff members you,can have in the Shopify admin the first,way to add a staff member is through the,Shopify admin settings page when you,create a staff account this way the,staff member will have access to both,the POS app and the Shopify admin to,start click settings on the new page,click plans and permissions then click,Add staff account from here enter our,first name last name and an email,address for the new staff member make,sure that the staff has full permissions,checkbox is checked otherwise they won't,have access to the POS up to finish,click send invite an email is then sent,to the staff member your new staff,member needs to click the link in the,email invitation to setup their account,the second method to add a new staff,member is through the POS sales channel,and the,if I admin if you use this method the,staff member only has access to the,Shopify POS app and can't plug in to the,Shopify admin to start click,point-of-sale under sales channel and,then click staff next click Add staff,enter the first name last name and email,address of the new staff member in the,drop down menu choose the POS role that,you want to assign to them if you don't,select a role then the staff member is,assigned automatically to the default,role click generate new pin to assign a,unique personal identification number or,pin to your staff member you can also,enter a pin number manually if you want,a specific number you'll give your staff,member this pin so they can log in to,the Shopify POS app to finish click Save,the new staff member can now use their,pin to log in to the POS app the third,way to add a new staff member is,directly in the Shopify POS app if you,use this method the staff member only,has access to the Shopify POS app and,can't log in to the Shopify admin from,the home screen of the POS app tap the,menu icon then tap staff and then tap,add stuff next enter the contact,information for the new staff member if,you need to change the staff members,default role tap Edit in the POS app,access section here you see a list of,all the POS staff roles that you created,to see a list of permissions for each,role select the role and then tap view,permissions back on the POS role page,select the role that you want to assign,to your new staff member and tap save if,you want to create a new pin then tap,Edit in the security section tap it,generate random pin to assign a unique,pin to your staff member you can also,tap clear pin and manually enter a pin,if you prefer the staff member will use,this pin to access the Shopify POS app,to finalize the pin tap save tip,tap save again your new staff member can,now access the POS app using their pin,now you know how to add staff members to,your store in three different ways don't,forget to subscribe for new videos from,the Shopify Help Center every week,and if you have any questions comment,below or reach out to us directly at,help Shopify comm slash questions

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