How to add and manage cashiers and administrators?
Cashiers and administrators can be added and managed on the Service Provider's account.
Add a cashier:
- The cashier is a regular user, but they can use the cashier system to sell the Services on the Service Provider account.
- The person you want to add as a cashier must first be added to the Service Provider's account as an employee. To do so, go to the "Employees" view on the Service Provider's account and add the person as a "Member".
- Once the employee is added, go to the "Sales & Services" - "Points of sale" view. At the necessary Point of sale, click on the "Cashiers" button and enter the employee's name in the appropriate box.
- Cashiers can also be removed in the "Points of sale" - "Cashiers" view.
Add an administrator:
- The Administrator can make all kinds of changes to the Service Provider's account, from changing the settings to managing sales transactions and withdrawals.
- If you want to change an existing employee to an administrator, click on them in the "Employees" view, then on "Edit Employee" and change the role from "Member" to "Admin".
- If you want to add a new employee who is an administrator, click "Employees" in the "Add new employee" view and assign the "Admin" role right away.