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Users

Settings → Users is the one place your team is managed. The device shows the list but never changes it, so there is always a single record of who has access.

Team members belong to the organisation, not to a single branch, and so do their PINs.

Roles

Section titled “Roles”
  • Owner: everything in the dashboard, including billing and adding branches
  • Manager: everything day to day, including settings, approvals, devices and reports
  • Staff: no dashboard sign-in

All three sign in on the device with a 4-digit PIN. Only Owners and Managers sign in to the dashboard, with an email address and password; Staff do not need an email address at all.

What Staff cannot do on the device: unpair or reset it, open Branch Settings, or clear the activity log. The device explains that a manager or owner has to do it.

Add a Team Member

Section titled “Add a Team Member”
  1. Click Add staff
  2. Choose the role: Staff or Manager
  3. Enter the person’s name
  4. For a Manager, enter their email address: that is how they sign in
  5. Click Add staff, or Add manager when you picked Manager

A 4-digit PIN is created automatically and shown on the person’s card. Hand it over and they can start on the device straight away.

Change a Name or PIN

Section titled “Change a Name or PIN”

Open the ⋮ menu on the card and choose Edit. You can change the name, the email for a manager, and type a new 4-digit PIN.

Each PIN has to be unique in your organisation. If the one you type is taken, the dashboard says so and asks for a different one.

A new PIN reaches your devices on the next sync, which runs every few minutes. To apply it at once, tap the sync icon in the top right of Settings on the device.

Remove a Team Member

Section titled “Remove a Team Member”

Open the ⋮ menu and choose Remove. Their PIN stops working on every device once the removal has synced.

Their printed labels and waste records stay in your reports, so the audit trail is never affected by someone leaving.

Finding a PIN Again

Section titled “Finding a PIN Again”

Every PIN is shown on its card in this list. It is also shown right after you pair a new device, so you can hand them out there and then.

Treat a PIN like a key: it belongs to one person, and it should not be written up where customers or visitors can read it. Give everyone their own, and your label and waste records will show who did what.

Day-to-day guidance on roles and PINs is in Managing Staff Access.