Staff access & permissions

Add a staff member

Location: Merchant Staff > Add Staff. Who: merchant owner, with available seat entitlement.

1. Enter a real authorized staff member's Phone number and Name. Do not share the owner login.
2. Choose Dashboard user for reception or Counter user for assigned-service work.
3. For Dashboard users, Manage queue is always enabled by the current editor. Add Reports access and/or Customer history only if needed.
4. For Counter users, set Counter name and select at least one service this person can handle.
5. Save using the form action. Check the new staff card and ask the member to test OTP login.
6. Verify that the member sees only the intended operational tools and history.

The Staff app user choice is displayed as “Available in future” in this merchant editor. Separate staff-app code exists, but this guide does not promise that customers can activate/distribute it through the current screen.

Edit the member through the card menu. Remove access with the offered Remove Staff confirmation when they leave. This unlinks/disables access rather than erasing historical visit attribution. If the current edit form exposes active status, use it for temporary access changes; a dedicated password-reset flow was not verified. Resolve phone ownership/OTP problems through the registered identity or support.

12Staff access form. Actual application interface with synthetic example data.1.Choose Dashboard or Counter access.2.Grant only necessary extra permissions.

Role permission matrix

Roles such as “manager” are not a separate configurable role in the inspected merchant editor. Assign the actual permissions instead. Backend compatibility accepts several permission names, but the customer editor does not expose an arbitrary custom-role builder. A copied staff URL cannot override server permissions.