Team, roles and POS PINs

1. 1Go to Team & roles and add each person with their role — Server, Bartender, Manager, or a custom role you define.
2. 2Each staff member gets a POS PIN. The PIN is how they clock in, open tabs, and how sales/tips attribute to them.
3. 3To give someone back-office access (reports, menu editing, payroll), grant dashboard access by email from their staff record — when they sign up with that email, it links automatically.

Permissions are enforced everywhere, not just hidden in menus: a server who can't void checks can't void them from any screen. Managers get most permissions by default; the owner always has everything.

💡 Custom roles live in Team & roles → Roles. Start from a built-in role and adjust — e.g. a “Shift lead” who can comp items but not run payroll.