Adding a staff user to your POS device

Adding a staff user to your POS device

Only the account owner or those with an admin role can add staff users to the POS device. By default, the account owner is set up as the initial staff user with admin permissions. This default user is critical for the POS device's functionality, as no transactions can be processed without a staff user. Because the default admin user is essential, it cannot be deleted. Follow these steps to add new users:

1.    Log in to Your Merchant Dashboard:

·      Click the “In-Person Payments” tab in the top navigation.

·      Navigate to “Manage” and then “Staff” in the side menu to access the staff management page.

2.    Add a New User:

·      Click “Add User”, which will open a form for entering the user’s details (first name and last name).

·      Select the user’s role and permissions. You can choose between:

o   Manager: Can process card and cash transactions, view all transaction histories, and issue refunds.

o   Employee: Can process card and cash transactions but can only view their own transaction history.

o   Admin: Created by default, has the same permissions as the “manager” role but can’t be deleted.

·      Set a 4-digit PIN for the user, which they will use to log in to the device.

·      Click “Add” to save the new user or “Cancel” to discard any changes.

Once added, the user will appear on the staff page with their name, role, and permissions. They will also become selectable on the POS device.

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