Create Staff Accounts and POS PINs

Create Staff Accounts and POS PINs

Give each employee their own access so sales, discounts, refunds, and cash movements can be traced to the right person. POS sign-in and back-office sign-in serve different purposes.

Create an Employee

1. Open Dashboard > Staff in the correct establishment.

2. Select Add Employee and enter the employee details.

3. Assign the role and access the employee needs. POS-only staff do not need shared owner credentials.

4. Set or generate the employee's six-digit POS PIN in the PIN section.

5. Save the employee. If a generated PIN is displayed, share it privately with that employee.

6. On a connected POS device, test sign-in with that PIN and confirm the role allows the intended actions.

POS Access vs Back-Office Access

- POS: Staff enter a six-digit PIN on a device already connected to the establishment.

- Back office: Users with back-office access use their account credentials. A POS PIN is not a website password.

- Permissions: A valid PIN identifies the employee; their role still controls refunds, discounts, reports, and management tools.

If an Employee Cannot Sign In

Confirm the device is connected to the correct establishment, that the employee has a PIN, and that their access is active. An owner or authorized manager can reset a forgotten PIN from Staff. Repeated incorrect attempts can temporarily block sign-in; follow the message on screen.

Before the Next Shift

Remove access for departed employees, avoid shared PINs, and test sensitive actions with a staff account rather than an owner account.