Staff Operations Overview
Staff Operations turns the basic staff PIN into a complete shift platform. It gives your shared registers PIN sign-in, per-operator sessions, manager approvals, an activity audit log, terminal registration, and terminal auto-lock. It is built for shops where several cashiers share the same register across shifts.
Who it's for
Staff Operations is most useful when:
- Multiple cashiers take turns on the same iPad or web register.
- You run shifts and want each sale tied to whoever was signed in.
- You want managers to approve sensitive actions without taking over the till.
- You need a clear record of who did what, for accountability and loss prevention.
If a single owner runs a single device, you may not need it. The add-on shines on shared hardware.
What's included
Each piece has its own guide:
- Staff PINs -- the numeric code each person uses to sign in and to approve actions.
- Pairing terminals -- register your shared devices so orders are attributed to the active operator.
- Switching staff -- open and hand over shift sessions at a shared register.
- Manager approvals -- have a manager approve gated actions in place by PIN.
- Activity log and settings -- review the audit trail and configure the rules.
Before you start
Staff Operations is a paid per-store add-on. You can use it on any paid plan with the add-on enabled, and it is included free during a free trial.
Pair it with Roles & Permissions
For cashier-versus-manager access to actually differ, the Roles & Permissions add-on should be active. Without it, every staff member gets full access and approvals lose their meaning.
Staff Operations is separate from, but complements, your Staff & Roles setup. You still add team members and assign roles the normal way. Staff Operations adds the shift, terminal, and approval layer on top.