Add staff, PINs and portal logins
Give each person an employee code and PIN for the till, or invite them to the portal by email.
- Where:
- Merchant portal · Business → Employees
- For:
- Every business
Step 1: Under "Add employee (no email required)", type a "Code" (like CASH02), their name and a "PIN".
Step 2: Pick a role and a location, then press "Create employee".
Step 3: To give someone portal access, type their email in "Invite by email (portal login)" and press "Send invite".
Step 4: To change a PIN, press "Set PIN" on their row, type the new PIN and press "Save".
Tip: The role decides what they can do: sell, refund, see reports, use the kitchen screen and so on.
More in Setup & devices
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