Browse docs
Docs / Users and Roles

Add a Team Member

Create a user account for a staff member and give them the correct access from the start.

On this page

Add a Team Member

Each person who uses SmartBill POS should have the right access for their role.

Before you add the user

Decide:

  • what job the person will do
  • what parts of the system they need to access
  • whether they should be a cashier, manager, or admin-level user

Add the team member

  1. open the users or team section
  2. create a new user account
  3. enter the basic user details
  4. assign the correct role or permissions
  5. save the account

After creating the account

Ask the user to sign in and confirm they can open the right sections. It is better to test access immediately than discover a permission issue during busy hours.

Support

Need more help?

If the guides do not solve your issue, collect the main details and contact support.