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How to add an employee

You can add your employees to Poster and give them access to Point of Sale and different features of the management console.

You can add your employees to Poster and give them access to Point of Sales and different features of the management console.

To add an employee:

  1. Open Access → Employees in the management console.

  2. Click Add.

  3. Enter the employee's first and last name.

  4. In the Position field, select the employee's position from the list. The position determines which management console sections and POS features this employee can access.

    - If the employee needs management console access, enter their email in the Management console login section. Poster sends a one-time invitation to that email so the employee can set a password and log in.

    - If the employee needs access to the Point of Sale: enter a 4-digit PIN code in the Access to the Point of Sale section. The employee uses this PIN to log in to the POS app.

    - The Phone number field is optional for employees who only need POS app access.

    For these employees, only the PIN code is required.

  5. Click Save.

     

how to add an employee

Managing invitations

- View pending invitations under Access → Employees → Invitations.
- An invitation link is valid for one week. If it has already been used or has expired, resend it.
- To cancel an invitation, click ••• next to it and select Delete.


Editing an existing employee

How to edit en employee

  1. Open Access → Employees in the management console.
  2. Find the employee in the list.
  3. Click Edit next to the employee.
  4. Change the required details, for example Position.
  5. Click Save.

Changing the details of an employee who is already in the account does not trigger a new invitation.

If an employee currently has POS-only access and now needs management console access, create a new employee with the correct position and email — the old employee can be deleted afterward.


How to delete an employee

  1. Open Access → Employees in the management console.
  2. Click • • • next to the employee and select Delete.

Deleting an employee disconnects any integrations that were set up under their access. To restore an app after this, reconnect it from the Applications → App Marketplace tab.

removing an employee

 

To track staff time and get information about your employees' shifts, set up staff time tracking.