Employees and roles control who can sign in for this business and which permissions they have. This menu is shown to a super admin.
Who can use this. Super admin. The menu is Employees and Permissions, with Roles and Employees.
Before you start. Decide the role before you create the employee. Terminal roles and a 4-digit PIN apply only when the business uses terminal access. Terminal role sync requires a Castle terminal business.
Steps
- Open Employees and Permissions, then Roles.
- Create or edit a role and set the permissions. Select / Deselect All toggles the list.
- Open Employees and add the person. Assign the online role. Assign a terminal role and a PIN only if they use a terminal.
- The PIN must be exactly 4 digits. If a PIN is already set, the screen says to reset it to change it.
- Save. Removing an employee asks you to confirm. That does not delete payments they took.
| What you see | Meaning | What happens next |
|---|---|---|
| Roles | A named set of permissions. | The employee can do only what the role allows, unless the user is a super admin. |
| Employees | The people who sign in. | They use their own email, not the owner's password. |
| PIN | Terminal sign-in. | It is not the dashboard password and it is not MFA. |
| Sync terminal roles | Pushes roles to the terminal when the business is Castle. | Other businesses do not get this sync. |
After you save or submit. Permission changes apply to later actions. They do not change old transactions.
Example. Example only: a super admin at Example Cafe creates a role that includes Transaction History but not Settings, and adds fictional employee Sam Ortiz. Sam can open Transaction History and cannot open Settings.
Troubleshooting
- You are not a super admin. You do not see this menu. Ask a super admin to change access.
- Terminal roles will not sync. The business is not a Castle terminal business.
- PIN was rejected. Use exactly 4 digits.
Related
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