User Roles and Staff Permissions

As the account owner of SHOPLINE POS, it is crucial to be able to assign appropriate permissions to store staff members. In SHOPLINE POS, you can create roles with different operational permissions for each position and apply these roles to every staff account. This allows you to delegate responsibilities, streamline operations, and maintain control over critical business functions. 

Creating Roles

In SHOPLINE POS, you can create roles with different system operation permissions based on the job functions of each position. When adding a new staff account, you can quickly apply the permissions contained in a role to effectively control staff behavior. 

Creating Custom Roles

Apart from the default roles, you can create custom roles that suit your specific needs if you wish to modify permission settings.

1. From your SHOPLINE admin panel, go to POS > Staff.
2. On the staff page, select Role management and then tap on Create a role.
   
   
3. Fill in the required fields to create a custom role, and then tap Save.

• Role title: The function/position of the role (required).
• Description: A detailed description of the responsibilities associated with the role (required).
• Role permissions: The functions that the role can use.
  • Approval required: When using the function, a PIN code verification page will appear, requiring login with an account that has the necessary permissions to operate.
  • Allow: The function can be directly used in the POS app/admin.
  • Deny: The function is not allowed to be used.

Default Roles

SHOPLINE POS has three default user roles:

• Full Permissions: The Full permissions role is assigned to administrators, granting them access to all available cash register functions, as well as additional features such as viewing reports for their assigned stores and the ability to add discounts when necessary.
• Limited Permissions: It is recommended to assign non-administrative staff the limited permission user role, as it allows them to perform various tasks, including processing orders, managing inventory transfers, and disabling cash registers. However, Limited permissions roles are restricted from handling after-sales orders and accessing management functions such as viewing staff performance reports.
• Associate: The Associate user role is specifically designed for temporary associates  who have limited permissions. If higher permissions are required, they can be requested from the Shop Manager.

Adding Staff

To assign staff roles in SHOPLINE POS, you must first activate staff permissions in the Settings > Administrator and Permissions section of the SHOPLINE admin panel. You can refer to the article store permission settings for this.

To add a POS staff account to SHOPLINE POS, please follow the steps:

1. From your SHOPLINE admin panel, go to POS channel > Staff and tap on Add Staff.
   
2. Fill out the Staff member details section. Select the scope of the staff account usage and choose the staff account to which the account will be applied.
   

• Admin and POS permissions required: The staff account can log in to both the admin and POS app.
• Only POS permissions required: The staff account can only log in to the POS app.

3. Set POS access permissions. Select Stores access and POS role from the dropdown menus.
   
4. Set a POS PIN code as the key for the staff account to access the POS app.

• Customized PIN Code: Enter a custom 4-digit PIN code in the input box.
• Generate Random PIN Code: Click Generate a random PIN code, and the system will randomly generate a 4-digit number as the PIN code.
  

5. After filling in the information, click Save in the right corner to complete adding the staff.

Modifying Staff Permissions

From your SHOPLINE admin panel, only the Shop Manager role can be configured with custom permissions and enable or disable certain functions for other staff members.

Please follow these steps to modify staff roles:

1. From your SHOPLINE admin panel, go to POS > Staff.
2. To modify a staff member's role, locate them on the staff page and tap on the Edit button for the role you wish to edit.
   
3. After modifying the staff role, tap the Update button to save your changes.