使用 POS 角色为员工授予权限

备注:此功能仅适用于使用 Shopify POS Pro 的商家。

POS 角色是一组命名的 POS 权限。利用角色,您可以更轻松地将同一组权限分配给多名员工。您无法将单个权限分配给 POS 员工,您需要分配角色。每一名 POS 员工都需要有分配的角色。

如果您是店主,或者您拥有管理 POS 角色权限,则可以在 Shopify 后台的 POS 渠道中创建和管理角色。每个角色可以包含与其他角色相同的权限集,但每个角色必须具有唯一的名称。

默认角色为同事。您可以更改同事角色的名称和权限集。您可以将其他角色设置为默认角色。默认角色是在添加 POS 员工时自动选择的角色。您无法删除默认角色。您无法删除默认角色。

具有受限权限的员工可以访问 POS 渠道,但如果没有所需 Shopify POS 登录权限,则可能无法使用某些分区。

从 POS 渠道中创建 POS 角色(Shopify 后台)

  1. 在 Shopify 后台中,点击 POS > 员工

  2. 点击管理 POS 角色 > 创建 POS 角色

  3. 标题字段中,输入角色的名称,然后选择此角色的权限。

  4. 可选:若要将此角色设置为默认角色,请选中设置为默认 POS 角色

  5. 点击保存


从 POS 渠道中编辑 POS 角色(Shopify 后台)

  1. 在 Shopify 后台中的销售渠道部分,点击 POS > 员工

  2. 点击管理 POS 角色,然后点击相应的角色。

  3. 选择或取消选择权限。

  4. 可选:若要将此角色设置为默认角色,请选中设置为默认 POS 角色

  5. 点击保存更改


从 POS 渠道中删除 POS 角色(Shopify 后台)

您可以删除任何角色,除非它是默认角色或者它已经分配了员工。

步骤:

  1. 在 Shopify 后台中的销售渠道部分,点击 POS > 员工

  2. 点击管理 POS 角色,然后点击相应的角色。

  3. 点击删除 POS 角色。如果已将员工分配到此角色,则系统会提示您在删除此角色之前为员工选择其他角色。

  4. 点击删除 POS 角色


POS 权限的说明

备注:此功能仅适用于使用 Shopify POS Pro 的商家。

POS 角色是一组权限,使您的 POS 员工可以访问 Shopify POS 和 POS 渠道中的某些活动。拥有受限权限的员工可以访问 POS 渠道,但某些部分可能无法访问(如果没有必要的权限)。POS 权限和管理员权限都会影响他们可以访问的内容。


权限

权限描述
允许所有 POS 权限允许员工访问 Shopify POS 和 POS 渠道中所有的 POS 活动。
选择 POS 权限允许员工在 Shopify POS 和 POS 渠道中访问精选的 POS 活动。

管理员审批

权限描述
管理员审批

允许 POS 员工通过输入他们的 PIN 来批准员工操作。店主或具有管理 POS 角色权限的员工可以编辑角色以允许管理员审批。若要批准某项操作,员工需要管理员审批,并且所需权限需要设置为允许

可以将此权限设置为以下任一项:

  • 允许:允许员工批准操作

  • 拒绝:限制员工批准操作

结账

权限描述
应用折扣

允许 POS 员工对订单应用折扣。

可以将此权限设置为以下一项:

  • 允许:允许员工应用折扣

  • 拒绝:限制员工应用折扣

  • 需要审批:需要允许具有管理员审批和应用折扣权限的员工通过输入 PIN 来完成操作

为客户发货

允许 POS 员工将购物车中的商品向客户发货。

可以将此权限设置为以下一项:

  • 允许:允许员工为客户发货

  • 拒绝:限制员工为客户发货

  • 需要审批,即需要具有管理员审批和为客户发货权限的员工通过输入 PIN 来完成操作

编辑税费

允许 POS 员工编辑订单的税费。

可以将此权限设置为以下一项:

  • 允许:允许员工编辑税费

  • 拒绝:限制员工编辑税费

  • 需要审批:需要允许具有管理员审批和编辑费权限的员工通过输入 PIN 来完成操作

添加自定义销售

允许 POS 员工创建自定义销售。

可以将此权限设置为以下一项:

  • 允许:允许员工添加自定义销售

  • 拒绝:限制员工添加自定义销售

  • 需要审批:需要允许具有管理员审批和自定义销售权限的员工通过输入 PIN 来完成操作

订单

权限描述
仅设备所在地点允许 POS 员工只管理在设备的地点所下的订单。
所有地点允许 POS 员工管理订单,而不管设备位于什么地点。
对订单进行退款和换货

允许 POS 员工对订单进行退款和换货。

可以将此权限设置为以下一项:

  • 允许:允许员工对订单进行退款和换货

  • 拒绝:限制员工对订单进行退款和换货

  • 需要审批:具有管理员审批以及对订单进行退款和换货权限的员工需要输入他们的 PIN 来完成操作

客户

权限描述
添加客户

允许 POS 员工向购物车添加新客户和现有客户并查看基本客户信息。

可以将此权限设置为以下一项:

  • 允许:允许员工添加客户信息

  • 拒绝:限制员工添加客户信息

管理客户

允许 POS 员工查看、编辑和删除客户信息。

可以将此权限设置为以下一项:

  • 允许:允许员工添加管理信息

  • 拒绝:限制员工管理客户信息

应用

权限描述
使用适用于 Shopify POS 的应用允许 POS 员工使用 Shopify POS 上安装的应用。

员工

权限描述
管理 POS 员工允许 POS 员工从 Shopify POS 和 Shopify 后台的 POS 渠道中查看、添加、编辑和删除员工记录。其中包括将 POS 角色分配给其他员工。
管理 POS 角色允许 POS 员工从 Shopify 后台的 POS 渠道中查看、创建、编辑和删除 POS 角色。


分析

权限描述
查看设备的地点分析允许 POS 员工查看其地点的每日销售报告。
查看现金跟踪访问允许 POS 员工在 Shopify POS 应用和 Shopify POS 渠道中查看现金跟踪访问的历史记录。


设置

权限描述
自定义设备地点的智能网格允许 POS 员工在设备所在地点的 POS 的主屏幕上添加、编辑和删除智能图块。
切换设备地点允许 POS 员工更改设备的地点设置。
从 POS 应用登出商店允许 POS 员工登出 Shopify POS。
管理设备的支付设置允许 POS 员工能够从 Shopify POS 或 Shopify 后台的 POS 渠道中更改设备所在地点的 POS 设备的支付设置。
管理收据设置允许 POS 员工更改 POS 设备的打印收据设置。

用于访问 POS 渠道的其他权限

除了任何相关的 POS 权限外,拥有受限权限的员工还需要具有相应的管理员权限才能访问以下 POS 渠道操作:

销售渠道操作所需的管理员权限所需的 POS 权限
查看 POS 渠道为此员工授予 POS 访问权限
添加地点管理地点

只有店主可以更改 POS Pro 订阅。

查看报告报告或控制面板
查看某地点的销售数据报告或控制面板

只有店主可以更改 POS Pro 订阅。

管理 POS 员工管理 POS 员工
管理 POS 角色管理 POS 角色
管理收据设置管理收据设置
上传收据自定义项的 logo模板、页面或产品

Shopify商户官网原文详情:

Give staff permissions with POS roles

A POS role is a named set of POS permissions. Roles make it easier for you to assign the same permission set to multiple staff. You can't assign individual permissions to Point of Sale staff, you need to assign a role. Each Point of Sale staff needs an assigned role.

If you're the store owner, or you have the Manage POS role permission, then you can create and manage roles from the Point of Sale channel in the Shopify admin. A role can include the same permission set as other roles, but each role must have a unique name.

The default role is Associate. You can change the name and the permission set for the Associate role. You can make another the role the default role. The default role is the role that is selected automatically when you add Point of Sale staff. You can't delete the default role.

Staff with limited permissions can access the POS channel, but certain sections may be unavailable if they do not have the required Shopify POS login permissions.

Create POS roles from the Point of Sale channel (Shopify admin)

  1. From the Shopify admin, click Point of Sale > Staff.

  2. Click Manage POS roles > Create POS role.

  3. In the Title field, enter a name for the role, and then select the permissions for this role.

  4. Optional: To make this role the default role, check Set as default POS role.

  5. Click Save.


Edit POS roles from the Point of Sale channel (Shopify admin)

  1. From the Shopify admin, in the SALES CHANNELS section, click Point of Sale > Staff.

  2. Click Manage POS roles, and then click the appropriate role.

  3. Select or deselect permissions.

  4. Optional: To set this role as the default role, check Set as default POS role.

  5. Click Save changes.


Delete POS roles from the Point of Sale channel (Shopify admin)

You can delete any role unless it is the default role or if it has staff assigned to it.

Steps:

  1. From the Shopify admin, in the SALES CHANNELS section, click Point of Sale > Staff.

  2. Click Manage POS roles, and then click the appropriate role.

  3. Click Delete POS role. If staff are assigned to this role, then you're prompted to select another role for the staff before deleting this role.

  4. Click Delete POS role.


Description of POS Permissions

A POS role is a set of permissions that enables your Point of Sale staff to access certain activities in Shopify POS and the Point of Sale channel. Staff with limited permissions can access the POS channel, but certain sections may be unavailable if they do not have the necessary permissions. Both POS permissions and Admin permissions affect what they can access.


Permissions

PermissionDescription
Allow all Point of Sale permissionsAllows staff to access all Point of Sale activities in Shopify POS and the Point of Sale channel.
Select Point of Sale permissionsAllows staff to access select Point of Sale activities in Shopify POS and the Point of Sale channel.

Manager approval

PermissionDescription
Manager approval

Allows Point of Sale staff to approve staff actions by entering their PIN. Store owners, or staff with the Manage POS roles permission, can edit roles to allow Manager approval. To approve an action, staff need both Manager approval and the required permission is set to Allowed.

This permission can be set to either of the following:

  • Allowed, which allows staff to approve actions

  • Denied, which restricts staff from approving actions

Checkout

PermissionDescription
Apply discount

Allows Point of Sale staff to apply discounts to orders.

This permission can be set to one of the following:

  • Allowed, which allows staff to apply discounts

  • Denied, which restricts staff from applying discounts

  • Approval required, which requires staff with manager approval and apply discount permissions allowed to enter their PIN to complete the action

Ship to Customer

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

This permission can be set to one of the following:

  • Allowed, which allows staff to 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

Edit taxes

Allows Point of Sale staff to edit taxes to orders.

This permission can be set to one of the following:

  • Allowed, which allows staff to 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

Add custom sales

Allows Point of Sale staff to create a custom sale.

This permission can be set to one of the following:

  • Allowed, which allows staff to 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

Orders

PermissionDescription
Device's location onlyAllows Point of Sale staff to manage only the orders that were made at the device's location.
All locationsAllows Point of Sale staff to manage orders regardless of the device's location.
Refund and exchange orders

Allows Point of Sale staff to refund and exchange orders.

This permission can be set to one of the following:

  • Allowed, which allows staff to 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

Customers

PermissionDescription
Add customers

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

This permission can be set to one of the following:

  • Allowed, which allows staff to add customer information

  • Denied, which restricts staff from adding customer information

Manage customers

Allows Point of Sale staff to view, edit, and delete customer information.

This permission can be set to one of the following:

  • Allowed, which allows staff to add manage information

  • Denied, which restricts staff from managing customer information

Apps

PermissionDescription
Use apps that work with Shopify POSAllows Point of Sale staff to use apps that are installed on Shopify POS.

Staff

PermissionDescription
Manage Point of Sale staffAllows Point of Sale staff to view, add, edit, and delete staff records from Shopify POS and from the Point of Sale channel in the Shopify admin. This includes assigning the POS roles to other staff.
Manage POS rolesAllows Point of Sale staff to view, create, edit, and delete POS roles from the Point of Sale channel in the Shopify admin.


Analytics

PermissionDescription
View analytics for device's locationAllows Point of Sale staff to view the Daily Sales report for their location.
View cash tracking sessionsAllows Point of Sale staff to view a history of cash tracking sessions in the Shopify POS app and Shopify POS channel.


Settings

PermissionDescription
Customize smart grid for device's locationAllows Point of Sale staff to add, edit, and delete smart tiles on the home screen for the POS at the device's location.
Switch device's locationAllows Point of Sale staff to change the device's location setting.
Log out store from Point of Sale appAllows Point of Sale staff to log out of Shopify POS.
Manage payment settings for deviceAllows Point of Sale staff to 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.
Manage receipt settingsAllows Point of Sale staff to change the printed receipt settings for the POS device.

Additional permissions for POS channel access

In addition to any related POS permissions, staff with limited permissions need the appropriate admin permissions to access the following POS channel actions:

Sales channel actionRequired admin permissionRequired POS permission
View POS channelNoneGive Point of Sale access to this staff
Add locationsManage locations

Only store owners can alter POS Pro subscriptions.

None
View reportsReports or DashboardsNone
View sales data for a locationReports or Dashboards

Only store owners can alter POS Pro subscriptions.

None
Manage POS staffNoneManage Point of Sale staff
Manage POS rolesNoneManage POS roles
Manage receipt settingsNoneManage receipt settings
Upload logo for receipt customizationsThemes, Pages, or ProductsNone

文章内容来源:Shopify商户官方网站