Account Switching
Stock Register supports two types of accounts: Business Account (for the owner with full access to all features, stores, and settings) and Staff Account (for employees with restricted, role-based access). This separation ensures that staff members can only perform the actions you authorize — like creating sales entries — without seeing sensitive data like profit margins or being able to change settings. Each person logs in with their own phone number.
Steps
- On the login screen, choose between Business Account or Staff Account. This initial selection determines your access level and ensures you see only the features relevant to your role.
- If you are the business owner, select Business Account to get full, unrestricted access to all features, stores, settings, and financial data across your entire business.
- If you are a staff member, select Staff Account to log in with the role-based permissions your owner has configured for you, ensuring you only see what is relevant to your duties.
- Enter your registered phone number in the login field. Each person uses their own unique phone number, which helps maintain accountability and an audit trail of who performed each action.
- You will receive a one-time password (OTP) on your phone. Enter the OTP to verify your identity and securely access your account without needing to remember a password.
- After successful login, you will land on the Dashboard or the default screen configured for your role. Business owners see the full dashboard; staff members see only their permitted sections.
- To switch between accounts (e.g., if you manage both a business and work as staff for another), log out from the current account by tapping your profile icon and selecting Logout.
- Return to the login screen and select the other account type. This allows the same device to be used by multiple users or for you to access different businesses without any data mixing between accounts.
Tip: Each staff member should use their own phone number to log in. This creates an audit trail so you can track who created each transaction, making it easier to identify and resolve discrepancies.
Common Questions
Stock Register offers three staff roles: Sales Operator (can only create sales entries), Sales Purchase Operator (can create both sales and purchase entries), and Store Admin (has broader access to store-level features but cannot change business settings). Each role is designed for a specific type of employee, so you can grant the minimum necessary access. This protects sensitive business data like profit margins and pricing while still letting your team do their work efficiently.
It depends on how the business owner configures the staff account. The owner can assign a staff member to one or more specific stores, controlling which locations they can view and manage. For example, a regional supervisor might need access to three stores in their area, while a shop-floor employee only needs access to one. This flexibility lets you tailor access precisely to each employee's responsibilities.
If you accidentally select the wrong account type on the login screen, you can simply go back and choose the correct one. If you are a staff member trying to log in as a Business Account, the system will not find your phone number registered as a business owner and will prompt you accordingly. Similarly, a business owner logging in as staff will not see their business data. Always verify you have selected the correct account type before entering your phone number to avoid confusion.
No, each phone number is tied to a single account type. If you own a business and also work as staff for another business, you will need to use separate phone numbers for each role. This separation ensures clear accountability and prevents data from different businesses from getting mixed up.
Related Guides
Related Features
Related Glossary Terms
Ready to Get Started?
Manage inventory, billing, and accounting effortlessly.