👩‍💼 Staff Overview
Your staff are the heart of your business! This Staff Overview guide helps you understand how to add, manage, and organize your team in your POS system—no technical skills needed. With the right setup, you can make sure everyone has the tools they need to do their best work.
Why Add Staff to Your Store?
- Assign Roles: Give each team member the right access (like cashier, manager, or admin).
- Track Performance: See who’s making sales, handling orders, or helping customers.
- Improve Security: Limit sensitive actions to trusted staff only.
- Smooth Operations: Make shift changes, permissions, and communication easy.
What Can You Do Here?
- Add New Staff: Quickly add new team members as your business grows.
- Edit Staff Info: Update names, roles, or contact details anytime.
- Remove Staff: Easily remove staff who no longer work with you.
- View Staff List: See all your team members in one place, with search and filters.
⚙️ Field Explanations
| Field | What it Means | Required | Example |
|---|---|---|---|
| Enable | Whether the staff member is active and can access store | Yes | Yes |
| First Name | The staff first name | Yes | Maria |
| Last Name | The staff last name | Yes | Santos |
| The staff’s email address (for receipts, promos, etc) | maria@email.com | ||
| Role | The staff’s role (cashier, manager, admin, etc) (see Roles section for reference) | Yes | Cashier |
You only need a name and role to get started, but more info helps you manage your team better!
đź’ˇ Tips
- Assign clear roles so everyone knows their responsibilities.
- Keep staff info up to date for smooth scheduling and communication.
- Use notes for special instructions or preferences.
- Remove staff promptly when they leave to keep your system secure.