Add staff and set their permissions
Settings → Staff Access → Add: the person's name, phone and a password, then the permission groups they get (sales, products, contacts, ledger, reports) and any single actions to block. They sign in with the phone number.
You need: Owner login, on Plus or above (Plus 2 staff, Business 10, Pro unlimited)
- Open Settings → Staff Access and press Add staff.
- Type their full name, phone number and a first password. The phone number is their login.
- Tick the permission groups: Sales, Products, Contacts, Ledger, Reports, Expenses, Purchases, Counters, Box Cash, and the add-on groups you hold.
- Block single actions inside a group if you want: backdating sales, voiding, seeing buying price and profit, resetting recharge wallets.
- For an outlet, limit them to that store. Save. They sign in on the web or the phone app with the phone number and password.
Tips
- Permission changes apply on the staff member’s very next action; no re-login needed.
- Every sale, payment and stock change records who made it.
Works on: the web app.
Questions people ask
Can staff see my buying prices?
Only if you switch on Buying price & profit for them. It is off by default.
Can a staff member use two phones?
One device per platform: a new login on another Android phone signs the first one out. Web, Android and iOS can each be live at once.
How do I remove someone?
Settings → Staff Access → the person → Deactivate. Their login stops at once; what they recorded stays.