Team and permissions
- 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.
- What does a new staff member get before I give them a role?A new staff member follows People without a role in Settings › Staff & roles › Access rules.
- Can I turn roles off?No. OrderPilot roles are always on.
- What can the store owner do?The Shopify store owner always has full OrderPilot access.
- When does a role change take effect?A role change takes effect when the person next loads a page or opens OrderPilot on POS.
- Why can't I delete a role?A role cannot be deleted while staff, pre-assignments or the default in Access rules use it.
- Why can't I change the salesperson on a quote or order?Changing salespeople or their shares needs Change sales credit.
- Does giving someone sales credit let them see the order?Sales credit alone does not grant access to an order.
- How do I stop showing as a salesperson?Turn off Appear in the salesperson picker to stop being offered for new sales credit while keeping existing credit.
- When does a salesperson earn commission?Commission is earned when the order is placed by default.
- Do refunds reduce commission?Yes, by default refunds take back the corresponding commission share.
- Can my warehouse team receive goods without seeing costs?Yes. Give the warehouse role Receive items, and remove View costs, Enter costs and charges, and Correct received costs.
- Why isn't a staff member listed in Sold by?Sold by offers people with an OrderPilot staff record who are available in the salesperson picker.
- Whose sales credit reaches Shopify POS checkout?Shopify POS checkout credits the first, primary salesperson when an OrderPilot draft goes into checkout.
- What happens to a suspended person's sales credit?Suspending a staff member keeps their existing sales credit, quotes, orders and history.
- Can I make a role that only works on POS?Yes. In the role editor's Where they can use OrderPilot, keep On Shopify POS ticked and untick In Shopify admin, then save.
- Can one staff member have more than one OrderPilot role?No. Each staff member has one OrderPilot role.
- Why do Store administrator permissions stay enabled when I untick them?Store administrator retains full permissions regardless of individual ticks, except its salesperson-picker choice.
- Why didn’t a pre-assigned role apply on someone’s first visit?A pre-assignment needs the exact Shopify sign-in email, reported by Shopify as verified, and must exist before the person's first visit.
- Why won’t a sales-credit split save?Sales-credit shares must total 100% before the split can save.
- Why can’t I edit a split by item on POS?POS shows sales credit read-only when the order is split by item.
- Does commission include shipping, tax and fees?Commission based on Net merchandise excludes tax, shipping and fees and uses product value after discounts.
- Will a new commission rate change commission already earned?By default, a new rate applies only to new commission.
- Can staff see all store orders but edit only their own?Yes. In the role's Which records settings, choose a wider scope for Quotes and orders they can see and Assigned to them for changes.