Staff PINs and manager approval
Run several staff members on one device with a PIN each, see each person's sales and commission, and require manager approval for large discounts, returns and cash outs.
Open this page in your dashboardOpen POS → Cash & shifts → Staff. You see every team member with the Cashier permission, whether their PIN is set, who's a manager, and their commission rate.
- Click Set PIN next to each person. A PIN is 4 to 6 digits. Staff can also set their own PIN from their own account.
- Check Manager for anyone who approves sensitive actions.
- Enter each person's Commission as a percentage of their net sales.
Below the table, under What needs manager approval, choose: discounts over a set percentage, selling below the product price, returns, or cash outs and expenses from the drawer.
Signing in with a PIN on a shared device
On Point of sale, click Choose staff at the top, then pick your name and enter your PIN.
- Every sale and cash movement is recorded under your name, even when the device is signed in with the owner's account.
- The dashboard only shows the pages your permissions allow.
- Click your name at the top (Lock) when you're done so the next person can sign in.
Five wrong attempts lock the PIN for 10 minutes.
Manager approval
When a cashier does something that needs approval, a Manager approval window opens. The manager picks their name and enters their PIN, and the action goes through right away. An approval only works for that action and expires after 10 minutes.
Every approval is recorded in the Approval log: the action, the receipt number, who asked and who approved.
Staff sales and commission
On the same page, pick a period (today, last 7 days, last 30 days) to see each person's sales count, revenue, average sale, discounts, refunds, approvals and commission.
- Commission = the person's rate × (revenue − refunds).
- Staff only see their own commission. The owner and anyone with the Finance or Settings permission see everyone's.