A backoffice login is a user name and password for this portal, where you run your store: orders, menu, customers, reports and settings. Give each person their own. Only an Admin can add or change them.
Create a backoffice login
- On the Dashboard, select the Users & Devices tile.
- Select Backoffice logins in the left-hand list.
- Select New user.
- Fill in Name, Email and User Name.
- Enter a Password and Password Again, or select Generate.
- Set Admin to No or Yes (see below).
- Leave Status at Active.
- Select Save changes.
Done looks like "User saved!", and the person is in the list with their Name, User name, Admin and Status. They sign in with the User Name, not their email address.
Generating a password
Generate creates a ten-character password, fills both password boxes and shows it to you in a Password: … message box. That is the only time it is displayed, so pass it on before you select OK. Someone who loses their password can have a reset link emailed to the Email on their login, from Forgotten your password or username? on the merchant login screen. If that address can't reach them, an admin sets a new password here.
Admin: Yes or No
This is the important choice. Admin: No hides Settings, Users, Billing, POS Integration, printer settings, email and SMS settings, the Transactions report and the setup checklist. Those users get a Change Password tile on the Dashboard instead of Users & Devices.
Give counter staff No. Reserve Yes for the people who need to change bank details and payment settings.
Reset a colleague's password
- Open Users, then Backoffice logins.
- Select Edit on their row.
- Enter a new Password and Password Again, or use Generate.
- Select Save changes.
You can't change your own password this way: the password fields are hidden on your own login. Use Change Password instead. See Change your merchant portal password.
Deactivate someone
Select Edit on their row, set Status to Inactive and save. They can no longer sign in, and their past activity still shows against their name. Set it back to Active to let them in again.
Other kinds of login
The POS, the kiosk and the kitchen display don't use backoffice logins. Each has its own section under Users:
- Staff: a staff PIN for each person who uses your POS and kiosks. See Give staff their own PIN for the POS and Kiosk.
- POS devices and Kiosk devices: the login each device signs in with. See Add a POS or Kiosk device.
- Kitchen Display (KDS): a PIN for each person in the kitchen. See Give kitchen staff a PIN for the kitchen display.