Guides

Pryseflow staff onboarding checklist

Published 1 August 2026

Pryseflow business workflow guide

Give each person the context and access their work requires

1. Confirm company and role

Staff onboarding should start with the correct company, named responsibilities, supported permissions, and a safe validation plan.

Name
Status
Source
Shopify Storefront
LIVE
Shopify channel
Shopify app stack
Ready
Pryseflow Store
Customer Data
Active
Delivery
Shopify Storefront
Ready
Shopify channel
Owned Order Alerts
ACTIVE
Invoicing
Pryseflow Orders
Ready
Pryseflow Marketplace
Margin Summary
ACTIVE
Invoicing
Operational control points
Confirm the active company, owner, location, staff identity, role, manager, and duties before creating access.

Integrations

3. Assign verified permissions

Pryseflow vs Shopify: operating differences

Shared records make training repeatable and reduce workarounds created during an incomplete setup.

Assign only the verified POS, register, product, report, staff-management, and sale-void permissions needed.

Business view
Status
Third-party demand
Shopify admin
LIVE
Commission exposure
Per order
Ready
Repeat customer
Ownable
Active
Confirm policy-controlled areas such as contracts separately because permission coverage varies by domain.

Order mix
POS
Online
Delivery
Train staff with a sample product, stock movement, customer, sale, invoice, refund, and report appropriate to their role.

Business view
Status
Channel fee
Tracked
Ready
Gross margin
Visible
Active
Direct sale
Protected
LIVE
Include error, cancellation, handoff, and escalation steps instead of demonstrating only the successful path.

Verify the staff member can access required pages and cannot access restricted company or domain records.

Business view
Status
Customer profile
Owned record
Active
Purchase history
Online and POS
Ready
Repeat intent
Direct channel
LIVE
Check audit or activity records where supported and confirm who reviews exceptions.

Direct activity
Stock
Direct
Online
Review access after the first week, role changes, location changes, staff departure, and new feature activation.

Business view
Status
Shopify order
Pending
Ready
Online Store order
Completed
LIVE
POS invoice
Cancelled
Hold
Document account recovery, device access, support contact, and access-removal responsibilities.

Business view
Status
Customer info
Owned record
LIVE
Courier handoff
Delivery selected
Active
Net result
R842.00
Ready
Discuss the roles and permission boundaries required for your Pryseflow team.

Stock alert
Inventory changed after sale
App stack alert
Settlement needs review
Customer alert
Repeat buyer returned
Where Pryseflow goes beyond Shopify
Online Store
Connect ecommerce with POS and operations
Full order states
Pickup
Delivery
Courier
Courier handoff Activity
POS
Serve walk-in customers without splitting operations

Pryseflow supports the counter sale, the online checkout, and the delivery order in one seller workflow.

Ready
Shopify Storefront
In-store flow
Invoices
Commerce records that stay aligned as your catalogue evolves
Name
Status
Shopify Storefront
LIVE
Shopify app stack
Ready
Customer Data
Active
Owned Order Alerts
Ready

Ready to plan your staff setup?

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Start with the workflows you need, then expand as the business grows.
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