Time
About 10 minutes
Level
Medium
Works on
WindowsMacPhoneTabletYou will need
The names of your staff
A password you will remember for yourself as owner
1. Roles
Each person you add has one of four roles. A role decides which screens they can open.
Manager
runs the shop, can approve protected actions
Cashier
takes orders and settles bills
Waiter
takes orders at the table
The fourth role, Kitchen staff, is for people who only work the kitchen screen.
2. Add your team
Open Operations, then Staff
You see everyone with their role and how many screens they can open.
Add a person
Enter a name and pick a role.
Choose what they can open
Each person has a list of screens they are allowed into. Anything not allowed asks for a password.
Switch staff
Use Switch Staff in the menu to change who is signed in at the till. Receipts show that person's name.
3. Passwords
Open Settings → Security & Audit (on phone, Operations or Settings → Passwords & Security). You can set up to three passwords:
Owner Password: changes the other passwords and recorded expenses
Manager Password: approves cancels, voids and large discounts
Employee Password: lets staff open protected screens
Until you set a Manager Password, cancels, voids and discounts are not restricted. Set it early. The page shows whether protection is on, partly on or off.
4. Who did what
Open Operations → Activity Log to see an audit trail: cancels, voids, discount overrides, rider changes, cash changes and settings changes, each with the person and the time.