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Last Modified 3 April 2025
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Adding Agency to Shopify Point of Sale

From FAQ-Off, the Calibre9 knowledge base

How to add Agency to your Shopify Point of Sale

Guide

1
Log in to your company Shopify account
Go to your Shopify admin channel Navigate to Point of Sale > Staff and click Manage POS roles
2
Click Create POS role
3
Name this role C9 Merchant and choose the Select Point of Sale permissions for this role option.
4
Make sure the following are marked as Allowed: Orders:
  • Manage orders at all locations
Apps:
  • Use apps that work with Shopify POS
  • Manage POS UI extensions
Analytics:
  • View analytics for device’s location
Settings:
  • Manage required checkout information in the POS channel
  • Switch device’s location
  • Log out from the POS app
Hit Save.
5
Navigate back to Point of Sale > Staff and then click Add staff
6
Enter Calibre9 as the First Name and Merchant as the Last Name.
Input tech@calibrenine.com.au or shopify@calibrenine.com.au as the associated email.
Select the newly created C9 Merchant POS role.
7
Generate a random PIN and make note of this.
Ensure All locations are selected.
Hit Save.
8
Notify your C9 specialist that the access has been given and ensure to send us the generated PIN.
 
9
All done!
 

Categories: GMC Guides, SOPs & Policies (GMC)