Running a brick and mortar store brings new challenges as your business grows. Staff management ranks among the top challenges facing retail stores today. With multiple staff members handling different responsibilities, setting up the right permissions becomes a key part of smooth store operations. This can be done easily using Shopify POS, and we’re going to show you how.
Why Shopify POS Roles Matter for Your Growing Store
As your retail store expands, you'll need different staff members to handle various tasks - from processing sales to managing returns. Shopify POS roles let you set specific permissions for each staff member, giving them access to exactly what they need to do their jobs effectively.
How To Set Up POS Roles in Shopify
Creating POS roles takes just a few steps in your Shopify admin:
- From admin go to Settings > Apps and Sales Channels
- Click Point of Sale
- Open the Sales Channel
- Select Staff
- Choose Manage POS Roles > Create POS Role
Add a title and select permissions
- Save your changes
Learn more about adding and removing staff in Shopify POS
Common Permissions for Retail Staff
Shopify has a long list of various permissions, meaning customizing roles is easier than ever. Here are a few key permissions you may want to focus on and their importance.
Custom Sales Permissions
Your staff can add special items or services during checkout, perfect for handling custom orders or services not listed in your catalog.
Custom Discount Permissions
Sales teams can offer flexible pricing when needed, helping close sales while staying within your set discount boundaries.
Returns and Exchanges
Staff can handle customer service needs directly at the register, creating quick solutions for your customers.
POS Staff Management
Store managers can adjust roles, update schedules, and monitor performance right from the register. Learn about time tracking and management features
POS App Access
Give your team the right tools for their daily tasks, from checking inventory to running loyalty programs - all integrated with your POS.
Making the Most of Shopify POS for Your Retail Store
Setting up proper POS roles creates a strong foundation for your retail store's growth. With Shopify POS permissions, you control who can process refunds, apply discounts, and access sensitive data.
This targeted approach to staff management helps prevent mistakes while giving your team the tools they need to serve customers efficiently. As your store grows, you can easily adjust these roles to match your changing needs.
Set Your Team Up for Success
Ready to improve your retail staff management? By combining Shopify POS roles with EasyTeam's staff management tools, you'll streamline operations in minutes.
With features like automatic time tracking, commission tracking, and scheduling built directly into your Shopify admin, you can focus on growing your business while supporting your team.
Get started with EasyTeam today and give your retail staff the permissions and tools they need to perform at their best.
