shopify使用 POS 角色为员工授予权限先容
使用 POS 角色为员工授予权限
备注：此功效仅适用于使用 Shopify POS Pro 的商家。。。。。
POS 角色是一组命名的 POS 权限。。。。。使用角色 ，，，，，您可以更轻松地将统一组权限分派给多名员工。。。。。您无法将单个权限分派给 POS 员工 ，，，，，您需要分派角色。。。。。每一名 POS 员工都需要有分派的角色。。。。。
若是您是店主 ，，，，，或者您拥有治理 POS 角色权限 ，，，，，则可以在 Shopify 后台的 POS 渠道中建设和治理角色。。。。。每个角色可以包括与其他角色相同的权限集 ，，，，，但每个角色必需具有唯一的名称。。。。。
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会见 POS 渠道 ，，，，，但若是没有所需 Shopify POS 登录权限 ，，，，，则可能无法使用某些分区。。。。。
从 POS 渠道中建设 POS 角色（Shopify 后台）
在 Shopify 后台中 ，，，，，点击 POS > 员工。。。。。
点击治理 POS 角色 > 建设 POS 角色。。。。。
在问题字段中 ，，，，，输入角色的名称 ，，，，，然后选择此角色的权限。。。。。
可�。。。。。喝粢私巧柚梦辖巧� ，，，，，请选中设置为默认 POS 角色。。。。。
点击生涯。。。。。
从 POS 渠道中编辑 POS 角色（Shopify 后台）
在 Shopify 后台中的销售渠道部分 ，，，，，点击 POS > 员工。。。。。
点击治理 POS 角色 ，，，，，然后点击响应的角色。。。。。
选择或作废选择权限。。。。。
可�。。。。。喝粢私巧柚梦辖巧� ，，，，，请选中设置为默认 POS 角色。。。。。
点击生涯更改。。。。。
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派了员工。。。。。
办法：
在 Shopify 后台中的销售渠道部分 ，，，，，点击 POS > 员工。。。。。
点击治理 POS 角色 ，，，，，然后点击响应的角色。。。。。
点击删除 POS 角色。。。。。若是已将员工分派到此角色 ，，，，，则系统会提醒您在删除此角色之前为员工选择其他角色。。。。。
点击删除 POS 角色。。。。。
POS 权限的说明
备注：此功效仅适用于使用 Shopify POS Pro 的商家。。。。。
POS 角色是一组权限 ，，，，，使您的 POS 员工可以会见 Shopify POS 和 POS 渠道中的某些运动。。。。。拥有受限权限的员工可以会见 POS 渠道 ，，，，，但某些部分可能无法会见（若是没有须要的权限）。。。。。POS 权限和治理员权限都会影响他们可以会见的内容。。。。。
权限
| 权限 | 形貌 |
|---|---|
| 允许所有 POS 权限 | 允许员工会见 Shopify POS 和 POS 渠道中所有的 POS 运动。。。。。 |
| 选择 POS 权限 | 允许员工在 Shopify POS 和 POS 渠道中会见精选的 POS 运动。。。。。 |
治理员审批
| 权限 | 形貌 |
|---|---|
| 治理员审批 | 允许 POS 员工通过输入他们的 PIN 来批准员工操作。。。。。店主或具有治理 POS 角色权限的员工可以编辑角色以允许治理员审批。。。。。若要批准某项操作 ，，，，，员工需要治理员审批 ，，，，，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：
|
结账
| 权限 | 形貌 |
|---|---|
| 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：
|
| 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：
|
| 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：
|
| 添加自界说销售 | 允许 POS 员工建设自界说销售。。。。。 可以将此权限设置为以下一项：
|
订单
| 权限 | 形貌 |
|---|---|
| 仅装备所在所在 | 允许 POS 员工只治理在装备的所在所下的订单。。。。。 |
| 所有所在 | 允许 POS 员工治理订单 ，，，，，而不管装备位于什么所在。。。。。 |
| 对订单举行退款和换货 | 允许 POS 员工对订单举行退款和换货。。。。。 可以将此权限设置为以下一项：
|
客户
| 权限 | 形貌 |
|---|---|
| 添加客户 | 允许 POS 员工向购物车添加新客户和现有客户并审查基本客户信息。。。。。 可以将此权限设置为以下一项：
|
| 治理客户 | 允许 POS 员工审查、编辑和删除客户信息。。。。。 可以将此权限设置为以下一项：
|
应用
| 权限 | 形貌 |
|---|---|
| 使用适用于 Shopify POS 的应用 | 允许 POS 员工使用 Shopify POS 上装置的应用。。。。。 |
员工
| 权限 | 形貌 |
|---|---|
| 治理 POS 员工 | 允许 POS 员工从 Shopify POS 和 Shopify 后台的 POS 渠道中审查、添加、编辑和删除员工纪录。。。。。其中包括将 POS 角色分派给其他员工。。。。。 |
| 治理 POS 角色 | 允许 POS 员工从 Shopify 后台的 POS 渠道中审查、建设、编辑和删除 POS 角色。。。。。 |
剖析
| 权限 | 形貌 |
|---|---|
| 审查装备的所在剖析 | 允许 POS 员工审查其所在的逐日销售报告。。。。。 |
| 审查现金跟踪会见 | 允许 POS 员工在 Shopify POS 应用和 Shopify POS 渠道中审查现金跟踪会见的历史纪录。。。。。 |
设置
| 权限 | 形貌 |
|---|---|
| 自界说装备所在的智能网格 | 允许 POS 员工在装备所在所在的 POS 的主屏幕上添加、编辑和删除智能图块。。。。。 |
| 切换装备所在 | 允许 POS 员工更改装备的所在设置。。。。。 |
| 从 POS 应用登出市肆 | 允许 POS 员工登出 Shopify POS。。。。。 |
| 治理装备的支付设置 | 允许 POS 员工能够从 Shopify POS 或 Shopify 后台的 POS 渠道中更改装备所在所在的 POS 装备的支付设置。。。。。 |
| 治理收条设置 | 允许 POS 员工更改 POS 装备的打印收条设置。。。。。 |
用于会见 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响应的治理员权限才华会见以下 POS 渠道操作：
| 销售渠道操作 | 所需的治理员权限 | 所需的 POS 权限 |
|---|---|---|
| 审查 POS 渠道 | 无 | 为此员工授予 POS 会见权限 |
| 添加所在 | 治理所在 只有店主可以更改 POS Pro 订阅。。。。。 | 无 |
| 审查报告 | 报告或控制面板 | 无 |
| 审查某所在的销售数据 | 报告或控制面板 只有店主可以更改 POS Pro 订阅。。。。。 | 无 |
| 治理 POS 员工 | 无 | 治理 POS 员工 |
| 治理 POS 角色 | 无 | 治理 POS 角色 |
| 治理收条设置 | 无 | 治理收条设置 |
| 上传收条自界说项的 logo | 模板、页面或产品 | 无 |
Shopify商户官网原文详情：
Give staff permissions with POS roles
Note
This feature is available only to merchants using Shopify POS Pro.
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)
From the Shopify admin, click Point of Sale > Staff.
Click Manage POS roles > Create POS role.
In the Title field, enter a name for the role, and then select the permissions for this role.
Optional: To make this role the default role, check Set as default POS role.
Click Save.
Edit POS roles from the Point of Sale channel (Shopify admin)
From the Shopify admin, in the SALES CHANNELS section, click Point of Sale > Staff.
Click Manage POS roles, and then click the appropriate role.
Select or deselect permissions.
Optional: To set this role as the default role, check Set as default POS role.
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:
From the Shopify admin, in the SALES CHANNELS section, click Point of Sale > Staff.
Click Manage POS roles, and then click the appropriate role.
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.
Click Delete POS role.
Description of POS Permissions
Note
This feature is available only to merchants using Shopify POS Pro.
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
Permission Description Allow all Point of Sale permissions Allows staff to access all Point of Sale activities in Shopify POS and the Point of Sale channel. Select Point of Sale permissions Allows staff to access select Point of Sale activities in Shopify POS and the Point of Sale channel. Manager approval
Permission Description 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
Permission Description 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
Permission Description Device's location only Allows Point of Sale staff to manage only the orders that were made at the device's location. All locations Allows 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
Permission Description 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
Permission Description Use apps that work with Shopify POS Allows Point of Sale staff to use apps that are installed on Shopify POS. Staff
Permission Description Manage Point of Sale staff Allows 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 roles Allows Point of Sale staff to view, create, edit, and delete POS roles from the Point of Sale channel in the Shopify admin.
Analytics
Permission Description View analytics for device's location Allows Point of Sale staff to view the Daily Sales report for their location. View cash tracking sessions Allows Point of Sale staff to view a history of cash tracking sessions in the Shopify POS app and Shopify POS channel.
Settings
Permission Description Customize smart grid for device's location Allows 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 location Allows Point of Sale staff to change the device's location setting. Log out store from Point of Sale app Allows Point of Sale staff to log out of Shopify POS. Manage payment settings for device Allows 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 settings Allows 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 action Required admin permission Required POS permission View POS channel None Give Point of Sale access to this staff Add locations Manage locations Only store owners can alter POS Pro subscriptions.
None View reports Reports or Dashboards None View sales data for a location Reports or Dashboards Only store owners can alter POS Pro subscriptions.
None Manage POS staff None Manage Point of Sale staff Manage POS roles None Manage POS roles Manage receipt settings None Manage receipt settings Upload logo for receipt customizations Themes, Pages, or Products None
文章内容泉源：Shopify商户官方网站