How to Add a Staff Member in SellarPro

Before you start

Only the business owner or someone with user-management permission can add staff. Decide what the new person should be able to see before you start — it is the one choice on this screen that matters.

Steps to add a staff member

1. Open Access Controls → Users.
2. Click Add.
3. Fill in the person's first name, last name and email. The email does not have to be unique to them, but a real one lets them reset their own password.
4. Set a password and type it again in Confirm Password. Staff sign in with their email and this password. The Username box can be left blank.
5. Choose the Role. Cashier gives access to the POS screen and their own sales; Admin gives access to everything including reports and settings.

   

6. Under Access locations, tick the branch this person works at, or leave All Locations ticked.
7. Click Save.

What happens next

The new user can sign in straight away at your SellarPro address with their email and the password you set. Every sale they make is recorded against their name, which is what makes the cashier report meaningful.

Tips

Common problems

The new user cannot sign in

Check that the account is marked active, that Allow login is ticked, and that they are typing the email on their account. Re-set the password from the user's edit screen if in doubt.

They can see reports you did not want them to see

They are on the Admin role. Change them to Cashier, or to a custom role with only the permissions you intend.