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Staff Accounts

Create Staff Roles and setup accounts

Updated over a week ago

To view all users and user roles, go to Settings > Users. A list of all users are displayed, ordered by date created (newest first). Search for a user by name. Beneath the list is a User roles section.


Staff permissions/roles

The Admin role is created by default with access to all areas. To create additional user roles click the Roles tab under the title of the Users and roles page.

To create additional user roles tap Add role in the top right of the Users page.

Name the user role (e.g. Manager or Cashier), provide a description and select the relevant permissions for that user role then tap Save. The user role will be added to the list displaying the date created, role name and number of users assigned to the role. Tap the role name within the list to view/edit the permissions.



Staff accounts

Ensure staff roles are created before adding staff accounts (details above). Tap Add user in the top right and enter the following for each user:

  • Display name - Shown on receipts and POS login view

  • First name

  • Last name

  • Assign to role

  • Assign to store(s) - Gives POS access to any assigned store

  • Create and confirm POS PIN

  • Is the user a back office user? If yes:

    • Email address

    • Create and confirm back office password

Once complete tap Save to create the user.

Back office users will receive a verification email. Once the email address is verified, the user may login to the back office using the details provided. If the back office user is not an admin, the user will only be able to see information relevant to their specified user role.

To update your back office password tap Change password in the navigation menu, a change password email will be sent to you. If you have forgotten your password tap the Forgot password? link displayed on the login view.

POS users will have access to the POS application of any assigned store. Only an admin can change a POS PIN. To change a PIN login to the back office and select an individual user. The PIN can be changed from there. Tap Save to update any changes.

By default any user created is set to active. To disable an account, select a user then tap Disable and access to the back office and/or POS will become disabled. This is useful if you only wish to temporarily disable an account. Alternatively, tap Delete to permanently delete the user.


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