To apply for this and any other POS features, please contact our Merchant Success Team.
You can add new staff profiles and edit and manage permissions per store and feature. These can then be checked and managed on the POS app.
This article will introduce the following:
1. POS app login access rights
In the SHOPLINE Admin, go to [Settings] > [Permission & Security], and click Add button.
Please enter an email address for the new staff member to grant them to set up a staff member account.
Select "POS Access Rights" to choose the store's login access rights for a staff member.
Click Update to complete the setting.
If the staff members do not have a SHOPLINE account, they must set up an account password before managing the store. Staff members can check their email accounts to set up the account password.
*Note: If staff members already have a SHOPLINE account, they can directly click on the icon on the top left of the SHOPLINE Admin page to switch stores.
POS app login page
Fill in the email and password on the POS app.
After logging in, the staff member can enter the store they are given access.
If the staff member does not have access permission, they will encounter the page below upon logging in to the POS app.
2. POS access rights setup in Admin
Go to [Settings] > [Permission & Security]. Click on the Edit button to change permissions settings.
Select the Admin Access Rights tab. The store manager can grant specific feature permissions to access online and retail stores, such as the permissions to view and edit.
For example, in the "Inventory Management" block, you can individually set the permissions of POS Purchase Order, POS Inventory Transfer, POS Inventory Counting, and POS Supplier to adjust the administrator's permission to view, add/edit, and delete on the four pages (Admin Panel > [Inventory Management] > [Purchase Order/ Inventory Transfer/ Inventory Count/ Supplier]).
You can also adjust the permission for retail store management.
Subdivided POS page management permissions
1. POS orders
You can set permissions for employees. Only those with permissions can perform corresponding operations in the "Orders" tab. Please refer to this article for instructions on POS orders.
- View: Viewing POS order, export order report
- Edit: Editing order information/ transaction history, order return, transfer, and cancellation
- Delete: Deleting order
2. POS register shift
You can set permissions for employees. Only those with permissions can perform corresponding operations in the "Register Shift" tab. Please refer to this article for instructions on register shift and day closing.
- View: Viewing POS register shift
- Edit: Editing the note in counted detail
3. POS discount options
You can set permissions for employees. Only those with permissions can perform corresponding operations on the "Discount Options" page. Please refer to this article for instructions on setting custom discount options.
- View: Viewing discount options
- Edit: Adding, editing, and deleting discount options
4. POS employee
You can set permissions for employees. Only those with permissions can perform corresponding operations on the "Employee" page. Please refer to this article for instructions on employee management.
- View: Viewing employee profile, export employee report
- Add: Adding employee
- Edit: Editing employee profile and attendance record
- Delete: Deleting employee profile