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Add users, roles and PINs

Give every employee their own user. That way you know who sold, who collected and who approved each action.

Add a user

1. Go to Settings → Users and tap + Add User.
2. Enter the employee's Full name and Email. Diego sends them a welcome email to create their own password.
3. Give them a Quick access PIN of 4 to 6 digits.
4. Choose the Role and tap Create User.

5. 

What each role can do

1. Admin: full access, including settings and users.
2. Manager: sells, manages inventory, invoices and reports, and approves with their PIN. In Settings they only see Categories.
3. Cashier: Point of Sale only (and Tables in restaurants).
4. Accountant: every module except Point of Sale and Tables.
5. Viewer: read-only access to orders and reports.
6. Waiter and Kitchen (restaurants only): take orders from a phone and use the kitchen screen.

Change permissions or a PIN

1. On the user's card, tap Edit to change their PIN or turn modules on and off. Then save the permissions.
2. In the Roles & Permissions tab you change what a whole role can see; each module saves as you tap it.
3. If the employee didn't get the email, tap Resend welcome.

Related articles

Open and close a shift (cash count)Record the starting cash, switch cashiers with a PIN and close the shift by comparing expected cash with what you counted.Authorized discounts with a PINSet which discounts can be given and apply them at the Point of Sale with a manager or admin PIN.

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