Staff accounts and roles

Create accounts for managers and cashiers, give each a role with its own permissions, and choose which branches every staff member can work in.

Give every person their own login so you can see who did what, and decide with roles what each person can open.

Create a role

1. In the admin panel, open User Management › Roles.
2. Add a role and give it a clear name, such as Cashier, Manager or Stock Keeper.
3. Under Permissions For the role, tick what people with this role can see and change, then save.

Add a staff account

1. Open User Management › Users and add a user.
2. Under Basic Information, enter the name, phone number, gender and city, choose the Role, and pick the Branches this person works in.
3. Under Account Details, enter their email and a password, and turn on Email Verified so they can sign in straight away.
4. Save. Share the email and password with the staff member.

Cashiers sign in to the POS with these details; managers can also sign in to the branch panel.

Staff records for payroll

The branch panel has Staff Management for people who do not need a login, such as waiters and riders. Record the name, phone, employee code, appointment date, role, salary and branch. Restaurant waiters added here can be picked on dine in orders.