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Lesson 3 / 25

Staff, PINs & approvers

Onboard by role, test access and revoke access when employment ends.

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Before you begin

An owner, manager, cashier and backup approver roster.

Where to go

Users / Permissions → POS Devices

Visible menus may vary with language, permissions, app version and shop configuration.

Follow these steps

  1. Create individual accounts with job-appropriate permissions. Use POS-only cashiers when back-office access is unnecessary.
  2. Set an individual 4–8 digit PIN and test selecting the cashier on the actual register. Do not share PINs.
  3. Assign a distinct authorized approver for manual discounts, voids and cash out. Test both allowed and denied actions.
  4. When staff leave, disable their account/access and PIN using management screens, review used devices and retain historical sales.

How to verify success

Cashiers can sell without manager powers, unauthorized actions are denied and a backup approver is available.

Limits & things to check

Five incorrect PIN attempts lock access for 15 minutes. A paired register is not a staff identity.

Ready to try it in your shop

Lessons are free to read. Actual operations require sign-in and the appropriate permission. Use test data for training.

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