Users, roles and PIN codes
Create one user per person with their role and PIN to know who does what.
On this page
Each team member signs in with their own PIN. That way you know who opened each table, took each payment or did each closure.
Create a user
- Open Settings › Users.
- Tap Add user.
- Type the Name, choose the Role and a 4-digit PIN Code.
- Choose a Color if you want to recognise them on the plan.
- Save.
Roles
| Role | Intended for |
|---|---|
| Administrator | The owner: full access, settings, users, closures |
| Manager | Day-to-day management: sales, closures and reports |
| Waiter | Taking orders in the dining room and charging their tables |
| Cashier | Selling and taking payments at the counter |
| Kitchen | The kitchen screen |
Only give the Administrator role to people you trust: they can change prices, users and tax details.
When someone leaves
Don't delete the user: untick Active User. They can no longer sign in, but their name is kept on tickets and closures. Show inactive shows them again.
Switch users
To switch person, sign out: the PIN screen comes back. The screensaver can lock the till after a period of inactivity.
Sensitive actions are recorded in the Audit Log.