To enable the use of Comply, there are two key scenarios to consider when creating a user, as they directly affect the correct functioning of the app:
1. Creating a Staff Member in the Shopify POS Channel
Only for Shopify POS staff (in-store employees) who do not have access to Shopify Admin.
2. Creating a User in Shopify Admin
For users who need access to both Shopify Admin and Shopify POS.
Depending on where you create the user and/or staff member, you’ll need to grant specific permissions to the assigned role in each case.
Creating a Staff Member in the Shopify POS Channel
If you want to add an in-store employee who should not have access to Shopify Admin due to role limitations, you will create a staff member in the POS channel.
When creating a new POS staff member, you must enter their First Name, Last Name, and assign a Shopify POS role. You can also set their POS access PIN (4 or 6 digits).
For Comply to work correctly, the assigned Shopify POS role must have the following permissions enabled:
POS Permission | Description | Status |
Use apps that work with Shopify POS | POS staff can use apps installed on Shopify POS. | Allowed – staff can add and manage apps that work with Shopify POS. |
Manage POS UI extensions | POS staff can manage POS user interface extensions. | Allowed – staff can add and manage POS UI extensions. |
Important: Any Rol from Shopify POS must be granted with the App permissions to ensure the app operates correctly within Shopify POS.
How to Manage Roles in Shopify POS
Go to Sales Channels > Point of Sale and navigate to: Staff → Manage POS Roles.
Select an existing role or create a new one for the staff member who will use Comply.
Enable the following permissions:
Use apps that work with Shopify POS
Manage POS UI extensions
Save changes.
Creating a User in Shopify Admin
If you need to create or modify a user so they can operate in both Shopify Admin and Shopify POS, you must assign a role with the following permissions enabled:
Under Store Permissions, go to App permissions. Here you can grant global access to all apps or only select the ones you want (in this case, Comply).
In either case, you must enable the permission Manage and install apps and channels.
Additionally, the user must have access to the Shopify POS channel by enabling Point of Sale permissions.
All users with Point of Sale access must be granted Comply permissions to ensure the app operates correctly within Shopify POS.
Consequences of Incorrect Configuration
If the user is created but does not have permission for the Comply app (Manage and install apps and channels), an alert will appear in Shopify POS with the following message:
Could not get the session token for Comply. Check...