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Switching Staff

On a shared register, Switch Staff lets one person hand off to the next without anyone logging out of the account. The PIN or badge is the authorization.

Before you start

  • The Staff Operations add-on.
  • The device registered as a terminal.

Steps

1

Open Switch Staff

In the POS menu choose Switch Staff. The list of active staff appears. It signs people in only on a device registered as a terminal.

The Switch Staff sheet
Switch Staff
2

Pick the person and enter their PIN

Select who is taking over and have them type their PIN, or tap or scan their badge, which skips picking and typing.

The PIN pad
PIN
3

Hand over at the end of a shift

Open Active Sessions (in Sell, or Settings → Staff Operations), find your session, tap Hand over shift, add a note and the cash you counted, and confirm. This closes your session.

The hand over sheet
Hand over

What happens next

  • Switching opens a session for the new operator and ends any session left on that terminal, including a locked or idle one, saving its totals as a normal switch does. Orders from then on are credited to the active operator.

Edge cases

  • One operator per terminal. Two sign-ins at the same moment take turns. The person who was locked out signs in again from Switch Staff.
  • Beyond the plan's staff limit. After a downgrade hides newer staff with a Fuze login, they cannot sign in, approve or appear on the register until the plan has room for them again. POS-only staff are never hidden.
  • The operator's own role decides. In the app and on the server, a cashier who signs in on the owner's phone has a cashier's permissions, not the owner's.
  • Locking. Lock Terminal, or auto-lock when idle (5 to 900 seconds, set in Preferences), covers the page. Only that operator's own PIN or badge unlocks it. A colleague's badge is refused. Use a different operator opens Switch and ends the locked session. Locking needs a PIN or a badge to unlock with. The screen does not lock while the payment dialog is open.
  • Force close and handing over someone else's session need Staff Operations manage permission. Force close has no second confirmation and ends the session without the operator's count.
  • Forgotten sessions are force-closed every 15 minutes when idle for 16 hours or when their cash session has closed.
  • The list refreshes every 15 seconds. It is not live, and its order count reads 0 today.
  • When Staff Operations ends (the add-on lapses or the free trial ends), the app lets go of the operator signed in on each device and goes back to the signed-in account, with that account's permissions. The terminal stays paired for when the add-on comes back.
  • After a reload. On a paired terminal the app restores the last operator. On an unpaired device it falls back to the signed-in account.
  • A badge tap on a locked terminal. If nobody had switched in, a badge signs its holder in. Five wrong PINs lock the pad for about 5 minutes.

Works with

Add-on or planWhat changes on this page
Staff Operations add-onRequired. Free during the free trial. Without it every PIN, badge, terminal and approval call is refused and the screens are hidden.
Store Session add-onThe operator session is tied to the open cash session.
NFC add-onTap a tag. A printed QR badge needs only a camera.
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