Add staff and choose their role

Each staff member gets their own login. Their role decides what they can see and do.

Steps

1. Open Settings, then Team (on the web).
2. Tap Add staff.
3. Fill in their name, phone and the email they will log in with.
4. Set a password (or tap Generate) and give it to them in person.
5. Choose a Role, then tap Add staff member.

Tips

• Roles: Manager (everything except staff), Cashier (sells and collects payments), Stock keeper (stock and purchases), Accountant (books and reports) and Viewer (read only).
• Make your own role under Roles, then New role.
• Suspend access stops a login without deleting anything. Their past entries stay in the books.
• The number of staff depends on your plan.