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Staff Management

Setting up staff the right way helps reduce mistakes and keeps the register moving.

This guide covers:

  • Inviting staff
  • Assigning roles
  • Managing permissions
  • Common best practices

Invite a staff member​

  1. In the portal, go to Staff.
  2. Select Invite staff.
  3. Enter their name and email.
  4. Choose a role.
  5. Send invite.

They will get an email with steps to set a password and log in.

Tip: Use each person’s real email. Do not share one login across multiple staff.

Choose a role​

Roles control what a staff member can see and do.

Manager​

Good for store managers and trusted leads.

Typical access:

  • View reports
  • Manage products and inventory
  • Approve returns and overrides
  • Add and remove staff

Cashier​

Good for front counter staff.

Typical access:

  • Ring sales
  • Take payments
  • Print receipts
  • Do basic returns if allowed

Stocker​

Good for back room and floor staff.

Typical access:

  • Receive inventory
  • Update stock counts
  • View product list

Example setup for a small shop:

  • 1 owner: Manager
  • 1 lead: Manager
  • 3 cashiers: Cashier
  • 1 stock person: Stocker

Manage permissions​

Even within a role, you may want tighter control.

Common permissions to think about:

  • Refunds and returns
  • Discounts
  • Voids
  • Price overrides
  • Paid out or cash drawer actions

Tips:

  • Give the least access needed for the job.
  • Add permissions later if needed.
  • Review permissions after promotions or staff changes.

Offboarding, when someone leaves​

Do this the same day someone leaves.

  1. Go to Staff.
  2. Find the staff member.
  3. Disable access.

If they had manager access, also:

  • Change any shared safe codes or alarm codes in your store

Training tips that reduce mistakes​

  • Teach staff to scan barcodes when possible.
  • Show how to find an item by name if scanning fails.
  • Practice returns during a calm time.
  • Remind staff to follow age verification prompts for restricted items.

Common questions​

Can two people use the same login​

It is not recommended. Individual logins help with accountability and makes troubleshooting easier.

What if someone forgets their password​

Have them use the password reset option on the login screen at portal.peakpos.co.