Shopify員工管理步驟以及Shopify POS 權(quán)限授予-ESG跨境

您可以將員工添加到您的商店，以便員工可以在 Shopify 后臺(tái)完成任務(wù)。您可以向員工授予權(quán)限，以便您能夠管理商店員工可以查看哪些內(nèi)容，以及他們可以在 Shopify 或 POS 中執(zhí)行哪些操作。您商店使用的定價(jià)套餐決定了除店主之外，您可以添加多少名員工。

默認(rèn)情況下，員工沒有權(quán)限，因此他們需要獲得權(quán)限。有些操作只有店主才有權(quán)限執(zhí)行。請(qǐng)仔細(xì)考慮您要授予員工哪些權(quán)限。出于安全原因，請(qǐng)為每名員工僅創(chuàng)建一個(gè)員工登錄信息。

為員工提供登錄信息還有助于他們獲得更專業(yè)的支持。Shopify 支持團(tuán)隊(duì)可根據(jù)員工的權(quán)限提供建議和幫助。如果您的員工有員工賬戶，Shopify 支持可以在該員工可訪問的所有后臺(tái)區(qū)域提供詳細(xì)支持。如果您的員工沒有員工賬戶，Shopify 支持只能提供一般建議。

添加員工

您可以將員工賬戶添加到您的 Shopify 商店，以便員工以單獨(dú)的用戶身份登錄。若要添加員工，您需要是店主或擁有 編輯權(quán)限、以及 添加和刪除員工 的權(quán)限。

如果您想添加可以登錄到您的后臺(tái)和 Shopify POS 的員工，以添加僅限使用 POS 應(yīng)用的員工，則還需要管理 POS 員工權(quán)限和所需的 Shopify POS 權(quán)限。

步驟：

1. 在 Shopify 后臺(tái)中，點(diǎn)擊設(shè)置，然后點(diǎn)擊用戶和權(quán)限。

2. 點(diǎn)擊添加員工。

3. 輸入員工全名（如任何由政府頒布發(fā)的 ID 上所示）及其電子郵件地址。

4. 查看要向員工授予哪些權(quán)限。如果您想向員工提供所有可用權(quán)限，請(qǐng)選中全選。

5. 點(diǎn)擊發(fā)送邀請(qǐng)。

您的員工會(huì)收到電子郵件邀請(qǐng)。創(chuàng)建員工登錄信息的邀請(qǐng)將在 7 天后過期。

創(chuàng)建員工

添加員工后，您的員工需要接受邀請(qǐng)才能完成員工登錄信息的設(shè)置。

步驟：

1. 在邀請(qǐng)中，點(diǎn)擊創(chuàng)建員工，然后點(diǎn)擊接受邀請(qǐng)。

2. 可選：如果您沒有 Shopify ID，則需要填寫以下信息：

3. 電子郵件地址

4. 名字和姓氏

5. 電話號(hào)碼（可選）

6. 密碼

7. 點(diǎn)擊創(chuàng)建賬戶。

授予 Shopify POS 權(quán)限

如果您是店主，或者如果您是具有查看員工并管理權(quán)限權(quán)限的員工，可以向現(xiàn)有員工授予對(duì)您 Shopify 后臺(tái)和 POS 應(yīng)用的訪問權(quán)限。

步驟：

1. 在 Shopify 后臺(tái)中，點(diǎn)擊設(shè)置，然后點(diǎn)擊用戶和權(quán)限。

2. 點(diǎn)擊要授予 Shopify POS 權(quán)限的員工。

3. 在 POS 訪問權(quán)限部分，點(diǎn)擊為此員工授予 POS 訪問權(quán)限。

4. 在 POS 角色列表中，選擇您要分配給該員工的角色。

5. 可選：如果要?jiǎng)?chuàng)建與默認(rèn) PIN 不同的 PIN，請(qǐng)?jiān)?nbsp;PIN 部分中，點(diǎn)擊生成隨機(jī) N 或輸入一個(gè) PIN。員工使用此 PIN 來訪問 Shopify POS。請(qǐng)確保您的員工知道他們的 PIN。

6. 單擊保存。

您還可以為 Shopify POS 員工創(chuàng)建和分配角色，若要詳細(xì)了解，請(qǐng)參閱 POS 員工管理。

You can add staff to your store so that your staff can complete tasks in your Shopify admin. You can give permissions to your staff to allow you to manage what your store’s staff can view, and what they can do in your Shopify admin or Shopify POS. The  that your store is on determines how many staff you can add, in addition to the store owner.

By default, staff have no permissions and need to be given permissions. There are some actions that only a store owner has permission to do. Carefully consider which  you give to your staff. For security reasons, create only one staff login per staff.

Giving a staff member a staff login also hs them get more specialized support. Shopify Support offers advice and assistance based on the permissions the staff member has. If your staff member has a staff account, then Shopify Support can give detailed support in all the areas of the admin that the staff member has access to. If your staff member doesn't have a staff account, then Shopify Support can only provide general advice.

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On this page

Add staff

You can add staff accounts to your Shopify store to let staff log in as separate users. To add staff, you need to be the store owner or have the Edit permissions and Add and remove staff permissions.

If you want to  to add POS app only staff, then you also need the Manage Point of Sale staff permission and the .

Steps:

1. From your Shopify admin, click Settings, and then click Users and permissions.

2. Click Add staff.

3. Enter your staff's full name as it appears on any government-issued ID, and their email address.

4. Check which permissions you want to give staff. If you want to give your staff all available permissions, then check select all.

5. Click Send invite.

Your staff receives an email invitation. Invitations to create a staff login expire in 7 days.

Create staff

After you add staff, your staff needs to accept your invitation to complete setup of their staff login.

Steps:

1. In the invitation email, click Create staff, and then click accept invite.

2. Optional: If you don’t have a , then you need to fill out the following information:

3. email address

4. first name and last name

5. phone number (optional)

6. password

7. Click Create account.

Give Shopify POS permissions

If you're the store owner or staff with the View staff and manage permissions permission, then you can give existing staff access to your Shopify admin and Point of Sale (POS) app.

Steps:

1. From your Shopify admin, click Settings, and then click Users and permissions.

2. Click on the staff you want to give Shopify POS permissions.

3. In the Point of Sale access section, click Give Point of Sale access to this staff.

4. From the POS ROLE list, select the role that you want to assign to the staff.

5. Optional: If you want to create a different PIN than the default PIN, then in the PIN section, click Generate random PIN or enter a PIN. Staff use this PIN to access Shopify POS. Make sure that your staff knows what their PIN is.

6. Click Save.

You can also create and assign roles to your Shopify POS staff, to learn more refer to .

特別聲明：以上文章內(nèi)容僅代表作者本人觀點(diǎn)，不代表ESG跨境電商觀點(diǎn)或立場(chǎng)。如有關(guān)于作品內(nèi)容、版權(quán)或其它問題請(qǐng)于作品發(fā)表后的30日內(nèi)與ESG跨境電商聯(lián)系。