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Staff overview

Branch-level employee list โ€” roles, PIN codes, last login, sales.

Open in dashboardStaff

Overview

Branch -> Staff is the roster for one branch: everyone who can log into the iPad POS here, their role, PIN code, last login, and sales contribution for the current period.

When to use it

  • Reviewing who's active at a specific branch
  • Finding the right person to update a PIN or role
  • Checking last-login to spot inactive accounts
  • Auditing sales-per-staff for commission review

How to use it

Video tutorial coming soon
  1. Open Staff from the sidebar.
  2. Confirm the branch selector โ€” staff is always branch-scoped (single-select, persists).
  3. Search by name or email โ€” 500ms debounce.
  4. Sort by name or last login.
  5. Review columns: name, email, role badge, last login, PIN (masked), sales count, sales value, status.
  6. Use the row action menu for: Edit, Delete, Reset PIN, Deactivate.

Tips & gotchas

  • Staff are branch-scoped โ€” the same user at two branches has two separate staff records with potentially different roles.
  • PIN codes are numeric, 4-6 digits, and unique per branch.
  • Commission tracking (if enabled org-wide) shows up on the row and in sales reports.
  • Organization-wide invites (adding a user to the team) live under Settings -> Team โ€” this page manages branch-level staff records.

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