How To Set Up Staff Logins

Owned by Sandra Petrovic
Aug 22, 2023
2 min read

 

  1. On the home screen click on ‘Settings’ in the top right corner



  2. Once in the settings click on the Personnel & Security tab. This is a setting that only Manager’s can access so it requires a pin.



  3. Once the Personnel & Security tab has been opened it will show all Active staff members. It will show the below details for each user:

    - Staff Member
    - Mobile
    - Email
    - POS Pin: This is a 4 digit number that will allow each staff member to log into the POS. Once they - enter their pin it will then show that the sale is under their name.
    - POS Nickname: This is the name that will appear on the sale and receipt
    - Manager Access: If there is a tick this means that the user has manager access
    - Status: Determines if a user is Active or Inactive. You can choose to view Inactive users by ticking the box next to the search ‘Include Inactive Users’



  4. To edit the details of an existing user, simply click the word Edit and the fields will become editable text boxes. Once done press save.



  5. To search for a user begin typing in their name and press enter and all names that fit the search criteria will appear below.



  6. To add a new user select the blue ‘Add Staff’ button and a new window will open. From here you can enter the staff members details and set up their unique pin. This is where you would also tick the box if a user is a manager. Press Save once done.

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