Manage admins and clerks in branches
Before you start: You'll need your dashboard password. Both invite flows ask you to confirm it.
Where to find it: Side menu → Branches → Settings tab
You can manage the admins and clerks for each branch in the branch view on the Merchant Dashboard. Admins will have 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 a branch admin
Steps
- On the Merchant Dashboard, navigate to Branches from the side menu and click the Settings tab.
- Click Invite admin.
- Confirm your password.
- Enter the email of the admin to invite them.
If you want to add an Admin to your overall store, you can add them in the Merchant settings.
What happens next
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.
Inviting a sales clerk
Steps
- Navigate to Branches from the side menu and click the Settings tab.
- Click Invite clerk.
- Confirm your password.
- Enter the email of the clerk to invite them.
If you want to add an Admin to your overall store, you can add them in the Merchant settings.
What happens next
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.
Suspending and deactivating an account
Steps
- On the Settings tab, click the three dots next to the name of the Admin or Clerk in your branch.
- Choose Suspend Account.
What happens next
After the account is suspended, you will be able to see the option to deactivate the account permanently.
Reactivating an account
If an Admin or Clerk needs to be reactivated, another Admin can do so in the settings.
Steps
- On the Settings tab, locate the email to reactivate.
- Click the three dots and Activate account.