Add staff and choose what they can do

This guide shows the owner how to add staff and choose what each person can do. Only the owner can add staff. On a phone, Staff is under More.

Staff come with the Shop plan (up to 3) and the Business plan (as many as you need), and with your free trial. On Shop, the Staff page shows how many of your 3 places are taken. See Choose or change your plan.

Add a staff member

1. Tap Staff, then Add staff.
2. Type their Full name.
3. Type their Phone number. They sign in with this number.
4. Type their Email (optional).
5. Under What they may do, tick what they can do. The boxes start with your defaults.
6. Tap Add staff.

We send them a WhatsApp message (a text message if WhatsApp cannot reach them), and an email if you gave one, with a link to activate their account. They enter their phone number and the code we send them, then choose a password. See Activate your account.

What staff can do

Everyone can sell and look up sales. On top of that, you can give:

• See costs: cost prices, stock value at cost and profit.
• Give discounts: discount a sale, up to the store's cap.
• Process returns: take items back and refund customers.
• Manage stock: add and edit devices and products (their prices too) and receive or adjust stock.
• Archive items: hide devices and products that are no longer sold.
• See reports: money on the dashboard, credit totals, reports and exports.
• Record payments: take later payments on sales owed.
• Sell above the price: charge a customer more than an item's price. You see the difference.

Manage stock brings See costs along.

Tip: Staff without See costs never see your cost prices or profit.

Change what someone can do

1. Tap Staff, then tap the person.
2. Under What they may do, tick or untick boxes.
3. Tap Save access. Tap Undo changes to go back.

The change works from their next action. They do not need to sign in again.

When someone leaves

1. Open their page and tap Disable and their name.
2. Add a Reason (optional). They do not see it.
3. Tap Disable.

They are signed out and cannot open your store. Their sales and history stay. To bring them back, tap Enable and their name.

Set the defaults

1. Open Settings, then the New staff tab.
2. Tick what new staff start with, then tap Save.

Limit staff discounts

1. Open Settings, then the Discounts and credit tab.
2. Set Largest staff discount (%). At 0, staff cannot give a discount. You, the owner, have no limit.
3. Tap Save.