A staff member isn't in the Staff list. Why?
Staff appear after opening OrderPilot in Shopify admin or on POS; OrderPilot does not import the full Shopify staff list.
Before their first visit, you can Pre-assign a role using their Shopify sign-in email. For PIN-only staff, use Recent POS sign-ins > Add to OrderPilot under Access rules.
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People also ask
From other topicsDoes OrderPilot charge for each staff member?
No, OrderPilot has no per-user fees. The subscription is priced per billed location, so adding a salesperson does not add an OrderPilot seat charge.
Roles, permissions and history are included on every plan. Each person's access still depends on the permissions assigned to them.
Why can't I see other staff members' quotes?
Your Quotes list can start with Salesperson set to your own sales. Clear the selection to All, then check the location and other filters. If the quote is still missing, your role may restrict you to certain records or locations.
Clearing filters does not expand your access.