Adding a new staff member and assigning different roles

As your business grows, add new staff members and delegate work among your staff. Here's how to give each staff member a unique PIN and assign different roles with Oliver POS.

With a growing business, there is a need to have the flexibility to add new staff members to the POS system. It gives the owner the freedom to delegate work among the team members. With Oliver POS, shop owners can set up different accounts for team members while keeping their admin account separate. In Oliver POS, staff members can be added with a unique PIN, can be given access to either ‘Register,’ ‘Dashboard’ or both.

 

Let’s take a look at how we can set up new staff members with a unique PIN.

In Oliver Hub, on the left-hand side, there is a staff tab. Click on it to go to the staff page. Click on the little “+” button to start adding new staff members.

Adding new staff member

Details like name, email, password, role, unique PIN and access to manage inventory can be set up on this page. The access to the shop also needs to be turned on for the new staff member. 

 

The unique login credentials will separate the accounts of each staff member. This is the number that they will require every time they need to log in to the register. The report will generate the activity of each staff member under their name.

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Editing details of an existing staff member

Details of a current staff member can be edited at any time by going to the staff page of Oliver hub. To edit the details of an existing staff member, go to the staff page and select the staff member whose details need to be edited. Once that staff member is selected, click the “Edit Details” tab to start editing the details of that staff member.

 

Roles:

Oliver POS comes with three default roles for staff members. They are:

  • Admin
  • Shop Manager
  • Cashier 

Only the role ‘admin’ comes with all the access enabled. Admin of the shop then can go in and make necessary changes. There are two different access settings, one for the dashboard and reports in Oliver Hub, and the other for web register.

 

To add more roles for the store, go to the “settings” tab from Oliver Hub and select Roles. Click on the small “+” button on top to start adding a new role. Assign the level of access that this new role requires. 

 

For any other questions regarding staff members and different roles for them, do not hesitate to contact us,