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Add your team

Create staff accounts with a temporary PIN, pick a role, and adjust what each role can do.

For: Admin4 min

Each person gets their own account and PIN, so every sale and stock change carries a name. Staff management is available on the full plan; the trial uses its demo accounts.

Create an account

  1. Open Staff from Home and press Add Staff.
  2. Enter the person's Name, a temporary PIN (confirm it), their Role and their Language.
  3. Press Create Staff. Tell them the temporary PIN in person.
  4. On their first sign-in the app asks them to Set a new PIN. Only they will know it.

Pick the right role

Give this role toBecause
CashierThey only need to sell and take payments. Manager-only screens ask for a manager PIN.
ManagerThey open and close the register, handle refunds, receive stock and run reports.
AdminThey own the store: settings, staff, roles, promotions.

Later changes

  • Forgot a PIN? On Staff, use Reset PIN. They will be asked to set a new one at their next sign-in.
  • Want someone to change their PIN? Use Force PIN Change.
  • Change a role in Roles & Permissions → Edit Role. You cannot change your own role.
  • Fine-tune what each role may do in the Permission Matrix on the same screen. Changes apply immediately.
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