Give every person who helps you their own sign-in. The role you choose decides which dashboard pages they can see and what they can do there.
Before you start
Create at least one role first. While your store has no role, Add Staff stays grey and the page says Create a role before adding staff, so you can choose what they can access. Press Manage roles to make one.
Check your free seats on the Total Staff card. When all seats are taken, you see You have reached your plan's staff limit. Press Upgrade your plan to add more staff to see the plans.
Step 1. Open Staff Management
In the side menu, under Management, select Staff. The Staff Management page opens, with Add Staff in the top corner.
Staff Management, with Add Staff in the top corner.
Step 2. Check your seats
The Total Staff card shows how many staff members you have against your plan's limit, and how many seats are left. On a plan with no limit, it says Unlimited on your plan. Your own owner account does not take a seat.
Total Staff shows how many staff you have and how many seats your plan leaves.
Step 3. Add a staff member
Press Add Staff. Enter the first name and email (both required), then the last name and phone if you have them.
Choose a Role. If your store has branches, choose Branch access: All branches, or Assigned branches and tick the branches this person works in.
Leave Password (optional) empty and a password is made for them and emailed with the invite. Keep Status in this business on Active, then press Save.
Name, email, phone and a Role. Leave the password empty and one is emailed with the invite.
When it worked, you see Staff member added. An invite with login details was emailed. To help them sign in, see Staff invitations and first sign-in.
If the email belongs to someone who already works in another of your businesses, the form changes to Add to this business. Choose their role and branches here and press Add to this business. They keep their password and sign in as usual.
Step 4. Read the staff list
The table shows each person's name, email, phone, role, Also works in (your other businesses where they work), status and Last Login. Never under Last Login means they have not signed in yet.
Name, email, phone, role, Also works in, status and Last Login. Never means they have not signed in yet.
Drivers have their own page
Drivers are not added here. They have their own accounts and their own Drivers page in the side menu, where you send them a request to join your business. See Adding a driver and reading their cash ledger.
Drivers have their own page in the side menu. Add a driver sends a request to a driver's own account.
Step 5. Open a staff member's page
Press a row, or the eye button at its end, to open that person's page. Everything you can do for them lives there:
Overview: their details, with Edit, Deactivate (or Activate) and Delete. Deactivate stops them signing in to this business only.
Businesses: every business of yours they work in, with their role and status in each. If you own more than one business, Delegate adds them to another one.
Access: Reset password emails them a new password. While they have never signed in, Resend invite sends the invite again with a new password. The business owner can also use Reset POS PIN for staff whose role approves actions at the POS.
Press a row to open the person's page: Overview, Businesses and Access.
If the person also works in another of your businesses, the delete button says Remove delegation. It removes them from this business only.
Result
Each staff member signs in with their own account and sees only what their role allows. When someone's job changes, change their role on their page, or change the role itself in Roles.