A person's profile

Open someone from the Staff list to change their details, their PIN, what they can do on the till and their account, or to archive them when they leave.

Click a person in the Staff list to open their profile. Everything about one person is on this page.

This screen is being switched on account by account. If you don't see it, your account still uses the separate Staff members, Passcodes and People screens.

Change their details

Details holds their name, job title, phone and email. On the till holds their access profile, their site if you have more than one, and the Active box. Untick Active to stop them signing in without removing them.

Sections they serve sets which tables they see on the till. With no section ticked they see no tables.

Make your changes, then click Save at the top right. One Save covers the whole page.

If the person has an account, their email is their login address and cannot be changed here.

Their PIN

The PIN shows as dots.

  1. 1

    Click Change PIN

    For someone with no PIN yet the button says Set PIN.

  2. 2

    Type four digits

    Or click Suggest one for a PIN nobody else is using.

  3. 3

    Click Change PIN

    The new PIN works on the till straight away. The old one stops.

If someone else already uses that PIN you are asked to pick another. The message never says whose PIN it is.

Show reveals the PIN for 15 seconds. Only the owner and admins see this button.

Their account

The owner and admins see an Account card.

  • No account: click Give them an account, enter their email, and choose what they can see. We email them an invite.
  • Invited: Resend invite sends the email again. Copy invite link gives you a link to send yourself. A new link replaces the one in their email.
  • Active: Change sets what they can see. Remove account stops them logging in to the portal. They stay on the till.

Only the account owner can make someone an admin, or change or remove an admin.

When someone leaves

Click Archive at the top right.

  • Their PIN stops signing in on the till straight away.
  • Their account, if they have one, is removed.
  • Their past sales, timesheets and reports are kept.
  • If they were clocked in, that shift is ended and marked for you to check on Timesheets.

Note

You are warned if they are the only person who can approve overrides on the till, or the only person on a till's sign-in list. You can still archive them.

If you use Rotaready and it says this person has left, a notice at the top of their page offers Archive (the same step) or Dismiss. See Staff members.

Archived people are hidden from the list unless you pick the Archived chip.

To bring someone back, open them from Archived and click Restore. They come back switched off, with no account. Tick Active and save, and give them an account again if they need one.

Who can do what

  • Anyone who can edit staff can change a person, set their PIN and archive them, as long as the person has no account.
  • Only the owner and admins can change or archive a person who has an account.
  • Only the owner can change or archive an admin.
  • The account owner cannot be archived.