What this helps you do

Give each person their own carefully limited access instead of sharing the account owner's password.

Before you start

Create the Store or Point of Sale role the person needs. For POS access, create the POS outlet or exhibit first.

Steps

  1. Open Staff and select Add staff.
  2. Choose Store user, POS user, or Both.
  3. For Store access, enter the person's name and email, then choose one Store role.
  4. For POS access, enter their name and optional contact details, then create a private 4–6 digit PIN.
  5. Under POS location access, select Add access, choose a location, and choose the POS role used there.
  6. Repeat location access only for other locations the person should use. The same location can be assigned only once.
  7. Select Save.

What happens next

A Store user receives an invitation and remains Pending until they accept it. A new active POS user can use the assigned POS locations with their PIN. A person set to Both uses one combined staff record but still has separate Store and POS permissions.

Common problems

  • Save is unavailable: complete every required field and select a valid role.
  • A Store role does not appear: the role must contain at least one Store permission.
  • A POS role does not appear: the role must contain at least one Point of Sale permission.
  • A new POS user will not save: enter a PIN containing only 4–6 digits.
  • A location cannot be added twice: one location gets one POS role for that person; edit the existing row.