How-to · Setting up

Add the people who work here

Most staff need only a name, a role and a PIN. An email is for people who use the portal.

Somebody who only uses the till

1. Open People.
2. Under Add somebody, stay on On the till, with a PIN.
3. Type their given name and family name, and choose what they do here.
4. Type a PIN of 6 to 12 digits. Let them type it if they are beside you.
5. Tap Add them.

They can sign in on the till at once. No email and no password.

Somebody who also uses the portal

Choose With an email and password. Type their email, their name, a role, and a temporary password. Tell them the password and ask them to change it from the sign-in screen.

When somebody forgets their PIN

Find them under Who works here and tap New PIN. This is offered for people on the till only. Somebody with an email chooses their own PIN on Till sign-in after signing in with their password.

When somebody leaves

Tap Remove, then Take them off. Their sales stay in your reports under their name.

A PIN belongs to one person at one location. Two people cannot have the same one.