Set Up Staff

Set Up Staff Members

Staff Overview

To set up staff members in your store, log in to your store, go to the Dashboard, and then navigate to "Staff." This is where you can view all your staff and specific staff for individual stores.


Figure 1: Staff Overview in the Dashboard.


Add Staff Members

If you need to add a new staff member to your team, select the "Add" button. Adding staff members helps improve store efficiency, customer service, and task delegation.

Full Name
This is how staff may be referred to on receipts.

User Name
The username used for signing in.

Password
The password used for signing in.

Quick Code
(Optional) Enables PIN-based login.


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If a staff member has access to the dashboard, they can only access it via the website. The dashboard cannot be accessed through the app.


Figure 2: Adding a new staff member.


Staff Hours

To view a staff member’s hours, click on their name to open their profile. Navigate to the "Hours" section to make changes.


Figure 3: Staff Hours configuration screen.


Staff Settings

Staff Settings is located in Settings.

General
Allows staff to print a sales overview when signing out.

Staff Switching
Enables seamless switching between staff members without signing out.

Quick Code
Allows staff login using a PIN code.


Figure 4: Staff Settings configuration screen.


Staff Permissions

Products
Controls access to product management (e.g. add products, edit stock).

Customers
Controls access to customer features (e.g. charge accounts).

Register
Controls access to register functions (e.g. view cash totals).


Figure 5: Staff permissions settings.


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