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Help center › Staff and permissions

Staff and permissions

Adding staff, POS PINs, roles, permissions, discount limits and manager approval.

Dashboard → Team & devices → Staff & permissions.

Staff and roles
Staff and roles

Adding staff and PINs

Note: PIN login is optional. For staff to log in with their own PIN, turn on Business settings → POS & checks → Staff PIN login (give yourself a PIN first). While it's off, devices open with the owner's account.
  1. Add staff → enter the full name and choose a role.
  2. Enter a POS PIN (4 digits) or create one with Random. Each person's PIN must be different.
  3. Give the PIN to the employee separately. It is used to log in at the POS, the waiter app and the kitchen display.
  4. For people who also need the dashboard (e.g. a manager), set an email and password.

Forgotten PIN: open the staff card and set a new PIN; the old PIN stops working immediately. Someone leaves: Deactivate. Their history is kept, but they can't log in.

Roles and permissions

Built-in roles: Manager (all permissions), Cashier, Waiter, Kitchen, Courier. Edit them or add new roles in the Roles & permissions tab.

Permission groupExamples
SalesSelling, taking payment, moving tables, reprinting receipts, opening the drawer, sales on account
Discounts & voidsDiscount, over-limit discount/approving, voiding items sent to the kitchen, comps, cancelling checks, payment refunds, changing prices
TillOpening/closing the till, cash in/out, end of day (Z)
ManagementReports, menu, floor, staff, settings, stock, customers, kitchen display

Discount limit and manager approval

Every role has a Maximum discount (%). If an employee wants to give a larger discount or do something they don't have permission for (e.g. void an item already sent to the kitchen), a Manager approval window opens at the POS; an authorized person enters their own PIN. The action is written to the Activity log with the person who did it and the person who approved it.

Tip: The business owner's PIN is valid for all approvals. The owner's account can't be deleted or deactivated.
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