Every employee signs in to the Stackably terminal with their own PIN. The PIN is created automatically when you add the employee in Contacts, and the employee's role (called a position) decides what they can do on the terminal, such as whether they can void, refund or discount without a manager.
Step 1: Create the positions (roles) you need
Positions are the roles you assign to employees, for example Cashier, Manager or Owner.
Go to Contacts › Employee › Settings › Category.
Click Add Position.
Name the position and save it.
Repeat for each role your store uses.
You only need to do this once. The positions you create are then available on every employee record.
Step 2: Create the employee
Go to Contacts › Employee and add a new employee.
Fill in their name and contact details.
Choose their position (role) from the ones you created in step 1.
Save the record.
A PIN is assigned to the employee automatically when the record is saved. You will find it on the employee's record; give it to the employee privately.
Step 3: Signing in on the terminal
On the terminal, the employee enters their PIN to sign in. Sales, voids and drawer counts made while they are signed in are recorded against their name, which is what the Sales Summary by server and the drawer session reports use.
What the role controls
The employee's position controls which actions they can take on the terminal. A cashier position is limited to ringing up sales; manager-level actions such as voids, refunds, discounts and No Sale are reserved for positions with that access. If a cashier needs one of those actions, a manager signs in with their own PIN to complete it.
Per-terminal settings are separate from employee roles: Feature Visibility in Shop+ › Settings › POS › Hardware › Devices decides which buttons a terminal shows to everyone, while the position decides what an individual employee is allowed to do.
Related
Void Reasons in Shop+ Settings (Admin Required and Admin Code)
Cash management in Stackably