Add staff and set roles

Staff accounts are created by you, not invited by email. Cafés set people up on the shop iPad, and a link that has to reach a personal inbox is friction nobody needs mid-shift.

Add someone

Open Staff in the sidebar.
Fill in their name, email and a temporary password.
Choose a role, and which branches they work at.
Choose Add team member, then tell them the password.

What each role can do

Staff — the scanner, and nothing else. This is the right role for a barista.
Manager — the scanner, plus customers and loyalty cards.
Owner — everything, including billing and staff.

A manager cannot make themselves an owner, and cannot create owner accounts. Owner comes only from founding the café.

Reset a forgotten password

Open Staff and find the person.
Choose Reset password.
Use Suggest for a password that is easy to read out, or type your own.
Choose Set password and tell them — it is not shown again.

Owners cannot be reset here, because there is nobody above them. An owner who is locked out uses Forgot password on the sign-in page instead.

When someone leaves

Disable their account rather than deleting it. Everything they stamped stays attributed to them, which is what you want if you ever need to look back.

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