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Add staff and set what they can open

4 min
You willGive each person their own login, with only the screens they need.
You needEach staff member's name, phone and email.

Steps

  1. 1 Add the staff memberOpen Staff and tap Add. Enter the name, email, phone and address, and pick the designation: Manager, Waiter, Chef, Kitchen, Cleaner, Driver or Cashier. Save.
  2. 2 Create their loginOpen Setup › Role & permissions and tap Add. Select the staff member and branch, and enter the login email and a password.
  3. 3 Tick the permissionsTick only what this person needs. A waiter needs the POS and tables, but not money or reports. Save.
  4. 4 Log inThe staff member logs in with that email and password, on the web or in the Android app.

Common problems

A staff member sees a screen they should not

Open Role & permissions, edit their role and untick that permission.

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