Staff & permissions

Add cashiers and waiters, manage their PINs, switch cashier mid-shift, and decide who may void, discount or refund.

TabletWeb admin
15 steps · ~8 minExample: a café with two cashiers and one manager
Part 1

Add staff

  1. Tap Settings in the left menu, then Users & Permissions.

    Settings menu on the tablet, Users & Permissions ringed

  2. Tap Add.By default only the owner and managers can add staff.

    Users card with the staff list, Add button ringed

  3. Type the full name, then pick a role: Cashier, Waiter, Kitchen or Manager.Only the owner can add a Manager or Accountant.

    Add new staff sheet, name field and role choices ringed

  4. Type a 4-digit cashier PIN for them, then tap Save.Tell them the PIN in person. Email can be left empty.

    Add new staff sheet with the PIN filled in, Save button ringed

  5. Prefer a computer? In the web admin, open Staff and click + Add staff.Staff added there also get a phone number + password to sign in. Their cashier PIN is generated for you.

    Merchant staff page in the web admin, + Add staff button ringed
Part 2

Change or reset a PIN

  1. In Settings, tap Security.Can't see it? Tap Advanced at the bottom of the Settings menu.

    Settings menu on the tablet, Security ringed

  2. Tap Change PIN.

    Security page, Change PIN row ringed

  3. For your own PIN: fill in Current PIN, New PIN and Confirm new PIN.Then tap Save new PIN below them. Forgot the old one? Tap Forgot PIN? Use your account password.

    My PIN tab in Manage Cashier PIN, the three PIN fields ringed

  4. Staff forgot their PIN? Open the Staff tab and tap Reset PIN at the right end of their row.You enter a Manager PIN first, then the new PIN for that person.

    Staff tab in Manage Cashier PIN, Reset PIN at the end of a staff row ringed
Part 3

Switch cashier mid-shift

  1. Tap your name in the top-right corner.

    Cashier top bar, the signed-in user's name ringed

  2. Tap Lock POS.The shift stays open and no orders are lost.

    User menu, Lock POS ringed

  3. The next cashier taps their name.

    Staff names on the PIN screen, one name ringed

  4. Type the 4-digit PIN.Picked the wrong name? Tap Switch staff.

    PIN number pad ringed

Tip: Tablet left alone for a while? It locks itself to the PIN screen. The shift keeps running; just tap your name and type the PIN again.

Part 4

Set permissions by role

  1. In Users & Permissions, scroll down to Access Rights by Role.Each row is an action, each column a role. Tap the mark to allow or block it.

    Access Rights by Role heading on the tablet with the first table rows, ringed

  2. In the web admin (also on a phone), open Staff, pick a role such as Cashier, then tap an action's switch.A PIN mark means that role may do it once a manager enters their PIN.

    Role Permissions in the web admin at phone width, Cashier role, Void closed sale row with a PIN mark ringed

Note: Changes save immediately and apply on both the tablet and the admin. The owner always has full access, and some permissions marked owner only can't be given to other roles.

Done.

Bookmark this page, or send a section's link to your staff.