Help center › Getting started

Team, roles and PINs

Add staff, give each a 4–6 digit PIN, and choose what each role can do.

Your team comes from the users in your account. In Staff › Team:

1. Add each person and choose their role: Manager, Staff, or one you create.
2. Give each person a 4 to 6 digit PIN. PINs are used to clock in and out, to switch who's ringing, and to approve things a role can't do alone.
3. Set pay details if you'll use payroll: hourly or salary, service and retail commission, W-2 or 1099.

Roles decide what each person can do. Sensitive actions have three levels: Yes, Needs a manager PIN, or No. See Roles and permissions.

Still stuck? Contact support.