Getting Started
Inviting your team and setting permissions
Add staff members, assign roles (cashier, branch manager, and more), and control what each person can access.
1 min read
Every person on your team gets their own login, so you always know who did what. Roles decide exactly what each person can see and do.
- Open Staff (or Team) and choose Invite.
- Enter the person's name and email or phone number.
- Assign a role — for example cashier, sales attendant, branch manager, or accountant. The roles available depend on your plan and industry.
- Pick the branch (or branches) they work at.
- Send the invite — they set their own password on first sign-in.
Tip — Give each person the lowest role that lets them do their job. You can always promote them later, and it keeps sensitive screens like reports and refunds locked down.
Was this article helpful?
Still need help?
Our team is one message away.
Can't find what you need? Reach our support team and we will get you sorted, usually within a couple of hours.