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Staff PINs

Add-on required. This feature requires the Staff Operations add-on to be active on your store. View add-ons

Each staff member has a numeric PIN. They use it to sign in at a shared terminal and to approve actions when they are a manager. The PIN is personal -- it identifies who is working and who authorized what.

PIN rules

  • The PIN is 4 to 6 digits.
  • It must be numeric only.
  • After 5 wrong attempts in a row, the PIN locks for about 5 minutes.

The lockout protects against someone guessing a PIN. It clears automatically once the wait passes.

Set or change your own PIN

You manage your own PIN from your profile, in the Staff PIN card. Changing it requires your current PIN.

1

Open your Staff PIN card

Go to your own staff profile and find the Staff PIN card.

2

Enter your current PIN

If you already have a PIN, enter it to confirm it's you. If you have no PIN yet, you skip straight to the next step.

3

Enter your new PIN

Type a new PIN that follows the rules above.

4

Confirm the new PIN

Re-type the same PIN to confirm. Save, and your new PIN is active right away.

You can also remove your own PIN from the same card. Removing it means you can no longer sign in with a PIN until a new one is set.

Reset a staff member's PIN (manager)

An owner or manager can set or reset any staff member's PIN. You do not need to know their current PIN.

1

Open the staff member's profile

Go to the staff list and open the person whose PIN you want to reset.

2

Find their Staff PIN card

Open the Staff PIN card on their profile.

3

Set a new PIN

Enter a new PIN that follows the rules and save. Share it with the staff member so they can sign in.

You can also remove a staff member's PIN from here. Once removed, that person cannot sign in with a PIN until a new one is set.

Self versus admin

A staff member changing their own PIN must enter their current PIN. A manager resetting someone else's PIN does not -- the manager's own authority is enough.

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