Add Staff Members
Adding a staff member creates a separate login for them. You provide their phone number (which they will use to log in via OTP), assign a role that determines their permissions, and select which stores they can access. The three roles serve different business needs: Sales Operator is for billing counter staff who only need to create sales. Sales Purchase Operator is for staff who handle both buying and selling. Store Admin is for trusted managers who need full operational access to their assigned stores (except business-wide settings like subscription and staff management, which remain owner-only).
Steps
- Navigate to Settings > Staff Management from the sidebar.
- Click "+ Add Staff".
- Enter the staff member's Phone Number and Name.
- Assign a Role:
- → Sales Operator: Can create sales entries only.
- → Sales Purchase Operator: Can create both sales and purchase entries.
- → Store Admin: Full access to assigned stores (except owner-only settings).
- Select which Stores the staff member can access.
- Click "Save" to add the staff member.
Tip: Staff members will log in using their own phone number under the Staff Account option. They only see data for their assigned stores.
Common Questions
The number of staff members depends on your subscription plan. Free plans include limited staff slots, while premium plans support more staff. Check Settings > Subscription or the Pricing page for details on your plan's staff limit.
Sales Operator can only create sales entries — ideal for billing counter staff. Sales Purchase Operator can create both sales and purchase entries. Store Admin has full access to all features for assigned stores (inventory, reports, parties, etc.) except owner-only settings like subscription management, staff management, and business information. Choose the role that matches each team member's actual responsibilities.
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