Standalone access & your team

Floormode runs in two places: embedded inside your Shopify admin, and standalone in a normal browser tab. Standalone access is made for the people who work in the app all day but have no reason to hold a Shopify staff account: pickers, packers, receivers.

How standalone access works

When you install Floormode, it creates an organization for your company, with P&H accounts as the sign-in outside Shopify, or connects the P&H organization you already run. Where an invitation is needed, the first person to open Floormode from the Shopify admin, normally the store owner, gets one by email; accept it once, and you can sign in at the app’s own web address with an email and password (or single sign-on), no Shopify login involved.

Both doors lead to the same app and the same data. There is nothing to keep in sync and no separate “standalone version”: a pick recorded in a browser tab shows up in the embedded app at once, and the other way round.

Your organization and your stores

Everyone you bring in joins your company’s team and works in your warehouses: orders, inventory, floor work. One account can hold several Shopify stores; see Stores. Someone who signs in without belonging to an organization sees a screen saying so instead of data, never someone else’s warehouse. Someone whose sign-in has no Floormode role yet sees You have no Floormode role yet until an Admin gives them one.

Bringing in your team

Open Settings → Team.
For someone who works only on the floor, choose Add floor person: they need no email, just a PIN or a badge.
For someone who should sign in with an email, choose Invite, pick their role and warehouses, and send it. Inviting needs your own P&H account.
Once they accept, they sign in directly: no Shopify account needed.

Shopify staff who open Floormode from the Shopify admin are on the team too, with the role set under Settings → Team → Defaults. The team always keeps at least one active Admin, so it can never lock itself out.

Roles

Admin: everything, including integrations, customer data requests, billing, the API, stores and roles.
Manager: all the desk work and settings except those six; adds and invites people as Floor.
Floor: Floor Mode only (pick, pack, receive, count and move stock).

Admins can also make roles of their own, such as a lead who approves floor exceptions. A person’s warehouses decide where they work on the floor, not what they see at the desk. Team, roles & floor devices has the details, including floor devices, PINs and badges.

Signing in

Embedded: open Floormode from your Shopify admin’s Apps section, as always. Standalone: visit the app’s web address and sign in with the email your invitation was sent to. If your company uses single sign-on, the same screen offers it. Floor people sign in on a floor device with their PIN or badge.