The Invite Staff feature can be used to add new staff members to the Mekari POS system while also providing access according to their needs and responsibilities. This feature makes it easier for owners and administrators to manage staff information, roles, and the outlets that staff members can access.
The invite staff feature can be accessed through the Back Office. Follow these steps:
Go to the Settings menu.
Select the “Staff” submenu under Users & Access.
Click the “Invite staff” button in the upper-right corner. You will then be taken to the staff data entry page.
Enter the data of the staff member you want to invite.
No. Field Description 1 Name The staff member's name will be displayed as the operator in the Back Office and as the cashier on transaction receipts. 2 Email An active email address is required to receive the invitation and login access. 3 Staff ID The Staff ID must be unique and can be used when applying staff discounts in the POS application. 4 PIN A PIN is required to lock the application screen when applying staff discounts. 5 Role A role is required to access features according to the staff member's position. 6 Outlet access More than one outlet can be selected according to the staff member's authority. After entering all the required staff data, click the “Send invitation” button to send the invitation.
Check the invitation email sent to the registered staff member's email address to complete the registration and set up a password.
Click the “Join Now” button in the invitation email.
This concludes the explanation of how to invite a staff member in Mekari POS.