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Match accounts to staff

Tell Tillable which portal accounts and which staff members are the same person, so each person appears once on the Staff list.

Before the Staff list, a person who signs in on the till and also logs in to the portal was kept as two separate records. Matching joins them, so the person appears once.

Only the account owner and admins can match accounts. The screen is part of the new Staff list, which is being switched on account by account.

Open the match screen

When an account looks like someone already on your Staff list, a line above the list says so. Click Review matches.

Confirm a suggested match

Under Looks like the same person, Tillable pairs an account with a staff member when they have the same email or the same name.

  1. 1

    Check the pair

    The staff member is on the left and the account is on the right.

  2. 2

    Click Same person

    A box shows the account's email and what that account can open in the portal today. Check these are right for this person.

  3. 3

    Pick the name to keep

    Only shown if the two names are different.

  4. 4

    Click Match

    The person now appears once on the Staff list.

If the pair are two different people, click Different people.

Heads up

A suggestion is only a suggestion. Always check the account email and portal access in the box before you click Match.

Match an account yourself

Under Accounts with no staff member, pick a staff member from the list next to the account, then confirm in the same box.

An account for someone who never uses the till, such as your accountant, can stay as it is. Click Leave as is.

Put someone on the till

If a person has an account but is not on the till yet, click Put on the till. Pick their access profile and give them a PIN. Leave the name blank to use the name on their account.

What matching changes, and what it does not

  • Their PIN, their till access profile and what they can open in the portal stay exactly as they are.
  • The staff record takes the account's email address. The address they log in with never changes.
  • You choose which name to keep.

Only the account owner can match an admin's account, or their own.

Undo a match

Under Matched, click Unmatch. The person goes back to being two records. Their PIN and portal access stay as they are.