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Switching Staff

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

On a shared register, Switch Staff lets one person hand off to the next without anyone logging out of the account. The PIN is the authorization, so any signed-in staff member can open the switch and pass the till along.

Switch to a new operator

1

Open Switch Staff

In the POS side menu, choose Switch Staff. The operator roster appears.

2

Pick the person

Select the staff member who is taking over.

3

Enter their PIN

The new operator enters their PIN. They become the active operator on this terminal.

Switching opens a session for the new operator and automatically closes the previous operator's session on that terminal. Orders created from then on are attributed to the active operator's session.

Hand over a shift

When you finish a shift, you can hand it over from Active Sessions.

1

Open Active Sessions

Find your active session in the Active Sessions list.

2

Hand over

Choose to hand over. Add an optional note and declare your cash. This closes your session.

Managers can view Active Sessions and force-close a session if needed -- for example, if a cashier left without handing over.

After a reload

On a shared register, reloading the app returns it to the account owner. This is expected. The next operator simply opens Switch Staff and signs in again with their PIN.

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