Migrating legacy POS staff from the Point of Sale channel (Shopify Plus plan)

If your organization is on the Shopify Plus plan, then your existing Shopify POS staff are migrating from the Point of Sale channel to Settings > Users in your Shopify admin.

The migration is rolling out gradually, so it might not be complete for your organization yet. When the migration completes for your store, then a banner is displayed in the Staff setting of your Point of Sale channel. The banner directs you to the new staff management settings.

Managing users after the migration from the Point of Sale channel

After your organization's migration completes, POS role definitions are managed at the organization level, which helps you align permissions across stores in your organization. You might notice store names added to role titles, but all your existing store assignments remain the same.

Depending on your current setup, you might need to take one or more of the following actions after the migration completes:

• POS app-only users who didn't have roles or permissions assigned might be deactivated. You can reactivate these users at any time by reviewing your staff list and assigning roles and permissions. Learn more about reactivating a user.
• Users need organization-level permissions that include POS role management. For example, users with the Organization POS administrator role can perform these actions. Users with the POS user administrator role can still assign and remove POS roles for staff, but can't create, edit, or delete role definitions. Learn more about assigning roles.
• You might have duplicate user records that share the same first and last name. Duplicate records don't stop your team from using Shopify POS, but you can suspend, remove, or delete users that you don't need. Learn more about removing users. If you remove a user from your organization, then historical sales attribution for that user is preserved in reporting.

Handling duplicate roles

If some of your POS roles have the same name across multiple stores, but have different permission sets, then the migration might create duplicate roles, such as Associate 1, Associate 2, and Associate 3.

To clean up duplicate roles, go to Settings > Users > Roles in your Shopify admin. You can set up a role with the correct permissions, assign users to that role, and then delete the duplicates that you no longer need.

Step 1: Create or rename a role

You can set up the role with the name and permissions that you want users to have on the Settings > Users > Roles page in your Shopify admin.

You can use one of the following methods:

• Create a new role with the POS role category and the permission set that you want to assign to your users.
• Edit an existing role to rename the duplicate, such as Associate 1 to Associate. Users who already have that role keep their assignment and permissions. You can also assign other users to this role.

Step 2: Assign users to the role

After you set up a role with the correct permissions, you can assign users to the role in bulk from the Settings > Users page in your Shopify admin.

Steps:

1. From your Shopify admin, go to Settings > Users.

2. Click the icon.

3. Click Add filter +, click Point of Sale role, and then enter the duplicate role name for this group of users.

4. In the Users list, select the checkboxes for the users that you want to reassign, or select all users. If you select all users, then only the first 25 users in the filtered list are selected.

5. Click Assign role.

6. Select the role from the drop-down menu that you want to assign to these users, and then click Continue.

7. Select the stores that you want the users to have access to.

8. Click Done.

Step 3: Delete duplicate roles

After users are assigned to a role, you can delete the duplicate roles that you no longer need from the Settings > Users > Roles page in your Shopify admin. Assign users to a new role before you delete a duplicate role.

Deleting a role removes the role and the role assignment from your users.