Point of Sale permissions

Point of Sale staff can approve staff actions by entering their PIN. Users with role management permissions can edit roles to allow Manager approval. To approve an action, staff need both Manager approval and the required permission is set to Allowed.

You can set this permission to one of the following options:

• Allowed, which lets staff approve actions
• Denied, which restricts staff from approving actions

Point of Sale staff can create a custom sale.

You can set this permission to one of the following options:

• Allowed, which lets staff add custom sales
• Denied, which restricts staff from adding custom sales
• Approval required, which requires staff with manager approval and add custom sales permissions allowed to enter their PIN to complete the action

Point of Sale staff can ship a cart to a customer.

You can set this permission to one of the following options:

• Allowed, which lets staff ship to customers
• Denied, which restricts staff from shipping to customers
• Approval required, which requires staff with manager approval and ship to customer permissions allowed to enter their PIN to complete the action

Point of Sale staff can edit taxes to orders.

You can set this permission to one of the following options:

• Allowed, which lets staff edit taxes
• Denied, which restricts staff from editing taxes
• Approval required, which requires staff with manager approval and edit taxes permissions allowed to enter their PIN to complete the action

You need to activate offline payments to set this permission.

Point of sale staff can accept offline credit and debit payments

You can set this permission to one of the following options:

• Allowed, which lets staff process offline credit and debit payments
• Denied, which restricts staff from processing offline credit and debit payments
• Approval required, which requires staff with manager approval and accept offline credit and debit payments permissions allowed to enter their PIN to process the offline sale

Point of Sale staff can apply custom discounts to both an entire cart and a single line item.

You can set this permission to one of the following options:

• Allowed, which lets staff apply custom discounts
• Denied, which restricts staff from applying custom discounts
• Approval required, which requires staff with manager approval and apply discount permissions allowed to enter their PIN to complete the action

Point of Sale staff can apply discounts codes to the entire cart.

You can set this permission to one of the following options:

• Allowed, which lets staff apply discount codes
• Denied, which restricts staff from applying discount codes
• Approval required, which requires staff with manager approval and apply discount permissions allowed to enter their PIN to complete the action

Point of Sale staff can manage orders for all locations.

You can set this permission to one of the following options:

• Allowed, which lets staff manage orders regardless of the device's location
• Denied, which restricts staff from managing orders for all locations. Staff can manage only the orders that were made at the device's location

Point of Sale staff can add, edit, or delete staff attribution on completed orders.

You can set this permission to one of the following options:

• Allowed, which lets staff edit staff attribution on orders
• Denied, which restricts staff from editing staff attribution on orders

Point of Sale staff can refund and exchange orders.

You can set this permission to one of the following options:

• Allowed, which lets staff refund and exchange orders
• Denied, which restricts staff from refunding and exchanging orders
• Approval required, which requires staff with manager approval and refund and exchange orders permissions allowed to enter their PIN to complete the action

Point of Sale staff can return ineligible items, such as items who's return window has expired.

You can set this permission to one of the following options:

• Allowed, which lets staff return ineligible items
• Denied, which restricts staff from returning ineligible items
• Approval required, which requires staff with manager approval and return and exchange orders permissions allowed to enter their PIN to complete the action

Point of Sale staff can create unverified returns.

You can set this permission to one of the following options:

• Allowed, which lets staff create unverified returns
• Denied, which restricts staff from creating unverified returns
• Approval required, which requires staff with manager approval and refund and exchange orders permissions allowed to enter their PIN to complete the action

Point of Sale staff can complete returns or exchanges that are in-progress.

You can set this permission to one of the following options:

• Allowed, which lets staff complete in-progress returns
• Denied, which restricts staff from completing in progress returns
• Approval required, which requires staff with manager approval and refund and exchange orders permissions allowed to enter their PIN to complete the action

Point of Sale staff can manage where items are restocked during a return or exchange.

You can set this permission to one of the following options:

• Allowed, which lets staff manage restocking
• Denied, which restricts staff from managing restocking
• Approval required, which requires staff with manager approval and refund and exchange orders permissions allowed to enter their PIN to complete the action

Point of Sale staff can remove unfulfilled items from a return or exchange.

You can set this permission to one of the following options:

• Allowed, which lets staff remove unfulfilled items from a return or exchange
• Denied, which restricts staff from removing unfulfilled items from a return or exchange
• Approval required, which requires staff with manager approval and refund and exchange orders permissions allowed to enter their PIN to complete the action

Point of Sale staff can cancel a return or exchange.

You can set this permission to one of the following options:

• Allowed, which lets staff cancel a return or exchange
• Denied, which restricts staff from cancelling a return or exchange
• Approval required, which requires staff with manager approval and refund and exchange orders permissions allowed to enter their PIN to complete the action

Point of Sale staff can view, retrieve, and edit draft orders from other retail locations.

You can set this permission to one of the following options:

• Allowed, which lets staff view, retrieve, edit, and checkout draft orders from other retail locations
• Denied, which restricts staff from viewing, retrieving, and editing draft orders from other retail locations. If staff are denied, then staff cannot access draft orders created from admin

Point of Sale staff can prepare and fulfill shipping orders using Ship from Store, and fulfill pickup in store orders in Shopify POS.

You can set this permission to one of the following options:

• Allowed, which lets staff use Ship from Store and fulfill in store pickup orders
• Denied, which restricts staff from using Ship from Store and from fulfilling in store pickup orders

Point of Sale staff can reassign an order for fulfillment to a different location.

You can set this permission to one of the following options:

• Allowed, which lets staff use Order Routing to reassign an order to a different location
• Denied, which restricts staff from reassigning orders to a different location

Point of Sale staff can fulfill and receive inventory transfers.

You can set this permission to one of the following options:

• Allowed, which lets staff receive and fulfill transfers.
• Denied, which restricts staff from fulfilling and receiving transfers.

Point of Sale staff can add new and existing customers to a cart and view basic customer information.

You can set this permission to one of the following options:

• Allowed, which lets staff add customer information
• Denied, which restricts staff from adding customer information

Point of Sale staff can edit customer information.

You can set this permission to one of the following options:

• Allowed, which lets staff add and manage information
• Denied, which restricts staff from managing customer information

Point of Sale staff can delete customers.

You can set this permission to one of the following options:

• Allowed, which lets staff add and manage information
• Denied, which restricts staff from managing customer information

Point of Sale staff can view customer details.

You can set this permission to one of the following options:

• Allowed, which lets staff view the customer's email address, phone number, and shipping address
• Denied, which restricts staff from viewing the customer's email address, phone number, and shipping address

Point of Sale staff can view customer metafield information.

You can set this permission to one of the following options:

• Allowed, which lets staff add and manage information
• Denied, which restricts staff from managing customer information

Point of Sale staff can edit customer metafield information.

You can set this permission to one of the following options:

• Allowed, which lets staff add and manage information
• Denied, which restricts staff from managing customer information

Point of Sale staff can accept transactions that use store credit as a payment method.

You can set this permission to one of the following options:

• Allowed, which lets staff process transactions with store credit
• Approval required, which requires a Manager to approve the sale
• Denied, which restricts staff from processing transactions with store credit

Point of Sale staff can add or remove store credit from a customer's account.

You can set this permission to one of the following options:

• Allowed, which lets staff add and manage information
• Approval required, which requires a Manager to approve the update
• Denied, which restricts staff from managing customer information

Point of Sale staff can use apps that are installed on Shopify POS.

You can set this permission to one of the following options:

• Allowed, which lets staff add and manage apps that work with Shopify POS
• Denied, which restricts staff from adding and managing apps that work with Shopify POS

POS staff can manage POS UI extensions

You can set this permission to one of the following options:

• Allowed, which lets staff add and manage POS UI extensions
• Denied, which restricts staff from adding and managing POS UI extensions

Point of Sale staff can view the Daily Sales report for their location.

You can set this permission to one of the following options:

• Allowed, which lets staff view analytics for a device's location
• Denied, which restricts staff from viewing analytics for a device's location

Allow staff to view details from current session and add or remove cash. If denied, then cash expected will still be visible.

You can set this permission to one of the following options:

• Allowed, which lets staff view and adjust current payment tracking session
• Denied, which restricts staff from viewing and adjusting current payment tracking session

Point of Sale staff can view details of previous payment tracking sessions.

You can set this permission to one of the following options:

• Allowed, which lets staff view payment tracking session history
• Denied, which restricts staff from viewing payment tracking session history

Point of Sale staff can manually start and end payment tracking sessions.

You can set this permission to one of the following options:

• Allowed, which lets staff start and end payment tracking sessions
• Denied, which restricts staff from starting or ending payment tracking sessions, but a payment tracking session starts automatically after a sale

Point of Sale staff can view, print, and export cash tracking sessions and register summaries from all POS Pro locations.

You can set this permission to one of the following options:

• Allowed, which lets staff access cash tracking sessions in the POS channel
• Denied, which restricts staff from accessing cash tracking sessions in the POS channel

Point of Sale staff can remotely end open payment tracking sessions from any POS Pro location.

You can set this permission to one of the following options:

• Allowed, which lets staff end payment tracking sessions from the admin
• Denied, which restricts staff from ending payment tracking sessions from the admin

Point of Sale staff can open the cash drawer using the cart actions.

You can set this permission to one of the following options:

• Allowed, which lets staff open the cash drawer
• Denied, which restricts staff from opening the cash drawer, but still opens automatically after a cash sale

Point of Sale staff can add, edit, and delete smart tiles on the home screen for the POS at the device's location.

You can set this permission to one of the following options:

• Allowed, which lets staff customize the smart grid for the device's location
• Denied, which restricts staff from customizing the smart grid for the device's location

Point of Sale staff can change the payment settings for the POS device at the device's location from Shopify POS or from the Point of Sale channel in the Shopify admin.

You can set this permission to one of the following options:

• Allowed, which lets staff manage payment settings for the device
• Denied, which restricts staff from managing payment settings for the device

Point of Sale staff can manage offline payment settings in the Point of Sale channel.

You can set this permission to one of the following options:

• Allowed, which lets staff manage offline payments
• Denied, which restricts staff from managing offline payments

Point of Sale staff can manually turn on offline checkout from their POS device during connectivity issues. When turned on, staff can accept cash and custom payment methods.

You can set this permission to one of the following options:

• Allowed, which lets staff turn on offline checkout from the POS device
• Denied, which restricts staff from turning on offline checkout
• Approval required, which requires staff with manager approval and switch device to offline checkout permissions allowed to enter their PIN to complete the action

Point of Sale staff can change the printed receipt settings for the POS device.

You can set this permission to one of the following options:

• Allowed, which lets staff manage receipt settings
• Denied, which restricts staff from managing receipt settings

Point of Sale staff can view and edit POS checkout required information in the settings.

You can set this permission to one of the following options:

• Allowed, which lets staff manage required checkout information settings
• Denied, which restricts staff from managing required checkout information settings

Point of Sale staff can change the device's location setting.

You can set this permission to one of the following options:

• Allowed, which lets staff switch the device's location
• Denied, which restricts staff from switching the device's location

Point of Sale staff can log out of Shopify POS.

You can set this permission to one of the following options:

• Allowed, which lets staff log out of the POS app
• Denied, which restricts staff from logging out of the POS app

Only store owners can alter POS Pro subscriptions.

Only store owners can alter POS Pro subscriptions.