Do this on the new person’s first day, before their first shift. Each person needs their own account so sales and cash are recorded under their name.
Before you start
- You are signed in as an admin.
- You decided the role: cashier (sells and takes payments), manager (also opens the register, refunds, stock, reports) or admin (everything, including staff and settings).
Steps
- Tap Staff, then Add Staff.
- Type the person’s Name.
- Type a temporary PIN and repeat it in Confirm PIN. They will replace it themselves.
- Pick the Role and their Language.
- Tap Create Staff and wait for … added — they’ll be asked to set a new PIN on first login.
- Tell the person the temporary PIN in private. On their first sign-in the app opens Set a new PIN; they type their own PIN twice.
- To change a role later, open Roles & Permissions, tap Edit Role, pick the person and the New role, then Save.
Check it worked
- The new name appears on Staff with the right Role and Language.
- The person can sign in from Who are you? and is asked to set a new PIN.
If something goes wrong
| Problem | What to do |
|---|---|
| PINs do not match | Retype both fields. |
| You do not see Add Staff | Only admins can add staff. Ask the store admin. |
| Someone leaves the store | There is no remove or deactivate button yet. Use Force PIN Change on their row so their old PIN stops working, and contact support via WhatsApp (see the Contact section of our site) to have the account removed. |
| You cannot change your own role | That is by design. Another admin must change it. |