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The Staff section of the backoffice manages the people who work at your location. This is where each member gets the PIN they use to sign in to the register — see signing in to the register. In the location’s sidebar, open Staff → Team members. The page lists the staff and managers for this location. It works the same way in restaurant mode and retail mode.

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Roles

When you add someone, you choose between two roles: Manager and Staff. The Owner role belongs to the account owner; it cannot be assigned from this page. The role changes three concrete things today:
  • PIN length. Staff members have a 4-digit PIN; managers and owners a 6-digit PIN.
  • What is allowed on the register. Some actions are reserved for managers and owners: refunds, close of day, pairing a device, and the store settings in the More tab — see device settings.
  • Who manages PINs in the backoffice. An owner can set or reset anyone’s PIN; a manager only those of Staff members.
Custom roles with fine-grained permissions (Roles & permissions) are announced in the menu but not available yet.

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Add a team member

1

Click Add user

At the top right of the Team members page, click Add user.
2

Fill in the person's details

In the Add user window, fill in Name, choose the Role (Manager or Staff), then click Create user.Email is optional: a server or cashier signs in with their PIN, not an email. Fill it in for reference only — it is a contact address, it grants no access and never receives any message.
This page never grants backoffice access, whichever role you pick. To let someone open the backoffice, invite them from Members, at the workspace level. The two accounts are independent: the same person can hold a PIN for the register and an invitation for the backoffice.
3

Hand over the PIN

The One-time PIN window shows the PIN generated for the person. Pass it on to them (the Copy button copies it), then click Done.
The PIN is shown only once. If it gets lost, no one can recover it: reset it from this same page.
A new member can take up to 30 seconds to appear in the roster on the register. The list updates automatically.

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Keep track of the team’s PINs

The members list shows, for each person:
  • Name;
  • Email — the email, if one was entered (optional);
  • Role — Owner, Manager, or Staff;
  • PIN — a Set badge if a PIN has been issued, Not set otherwise;
  • PIN updated — the date the PIN was last changed.
A Not set member cannot sign in to the register until their PIN has been issued: click Set PIN on their row to generate one.

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Reset a PIN

1

Click Reset PIN

On the member’s row, click Reset PIN. The Reset PIN window opens.
2

Choose the new PIN

Enter a new PIN (4 digits for a Staff member, 6 for a manager), or leave the boxes empty to generate one at random. Click Reset PIN.
3

Hand over the new PIN

As at creation, the new PIN is shown only once, in the One-time PIN window.
The reset invalidates the old PIN immediately. If the person is in the middle of a shift, warn them first: their next sign-in will use the new PIN.

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Remove a team member

To remove someone from a location’s team, open the ⋯ menu at the end of their row and choose Remove. Confirm in the window. Removing them takes away their access to this location’s register and revokes their PIN. Their history (sales, refunds) is kept, and if they also had backoffice access — that is, if they were invited from Members — that is left untouched. Only an owner can remove a member. You cannot remove yourself, nor remove a location’s last owner.
The removal reaches the registers on the next sync. Someone already signed in stays on shift until the register’s automatic lock; their PIN stops working at the next sign-in.

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Roles, shifts, and timesheets

The Roles & permissions, Shifts, and Timesheets sections are visible in the Staff menu but not available yet: they show a coming-soon screen.