SmartPOSapp
Help centre

Staff & roles

Setting up staff and PIN login

Every staff member logs into the till with their own PIN or staff card. That way every order, discount and tip is tied to a name, and you decide per role who can, for example, void items or run the day-end closing.

Step by step

  1. 1

    Create a staff member

    Go to Settings › Staff and add a new staff member with a name and optionally an hourly rate for labour cost reporting.

  2. 2

    Choose a role

    Assign the staff member a role, for example service, bar staff, manager or admin. The role determines which screens and actions are available.

  3. 3

    Assign a PIN

    Set a unique PIN. To use a staff card instead, scan its barcode into the field — logging in is then a single scan.

  4. 4

    Set automatic sign-out

    In Settings, decide after how many inactive minutes a user is automatically signed out. You can set this separately for the till and for handhelds.

  5. 5

    Test the login

    Lock the till and log in with the new PIN or card. On the first sign-in of the day you'll be asked to clock in.

Good to know

Frequently asked questions

How many staff members can I create?

That depends on your plan; the number of users per plan is shown in the comparison table on the pricing page.

Can I log in with a barcode scanner?

Yes. Scan the staff card's barcode into the staff member's PIN field; from then on they log in with a single scan at the till.

What happens if someone forgets their PIN?

An admin opens Settings › Staff and sets a new PIN there. The old code stops working immediately.

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