Manage admins and clerks in branches
You can manage the admins and clerks for each branch in the branch view on the Merchant Dashboard. Admins will have access full access to the branch whereas clerks will have limited access to settings but will be able to perform main tasks such as taking transactions and viewing analytics.
Inviting an admin
- On the Merchant Dashboard, navigate to Branches from the side menu and click the Settings tab.
- Click Invite admin where you will be prompted to enter your password.
- Enter the email of the admin to invite them. They will then receive an email with next steps to activate their account.
- The admin will then need to follow the steps to activate their account.
If you want to add an Admin to your overall store, you can add them in the Merchant settings.
Inviting a clerk
- Navigate to the Branches from the side menu and click the Settings tab.
- Click Invite clerk where you will be prompted to enter your password.
- Enter the email of the clerk to invite them. They will then receive an email with next steps to activate their account.
- The clerk will then need to follow the steps to activate their account.
If you want to add an Admin to your overall store, you can add them in the Merchant settings.
Deactivating an admin or clerk
To deactivate or suspend an Admin or Clerk in your branch, click the three dots next to their name and choose Suspend Account. After the account is suspended, you will be able to see the option to deactivate the account permanently.
Reactivating an existing user
If an Admin or Clerk needs to be reactivated, another Admin can do so in the settings. Locate the email to reactive, then click the three dots and Activate account.