Staff Members

This tab displays a list of previously created staff members. Here we can create/delete any staff members and edit existing staff’s settings

Note: it is in this tab that we can assign roles to staff members

Setting up a New Staff Member

• Login to Retail 365
• Press on the 'Config' tile

• Select the 'Staff Members' tab

• Press

• Enter in the relevant details

• The figure entered into the 'PIN' field will act as the code the staff member will use to sign into the till

  • This figure MUST be unique to that specific staff member

• Please note that the 'Code' field is automatically generated by Retail 365 and does not need to be entered by the user

• Press the button

• The window displayed below will appear temporarily confirming that the staff member has been created correctly

• The option to choose a staff role will now appear at the bottom of the screen - Note: You may need to scroll down to see this

• Select the staff role you would like this staff member to have from the drop-down of the store's preexisting staff roles

PLEASE NOTE: A staff role MUST BE APPLIED to a staff member in order for their name to appear on the login screen at the till!

Please see Creating New Application Roles section on how to create staff roles and how they work on Retail 365)

• Click the 'Add' button

• The window displayed below will appear temporarily confirming that the staff role has been created successfully

• Exit the POS application and open it up again and you can now sign in with the new staff member's pin number.

Staff Members - How to Edit/Delete

How to edit a staff member's file

• Login to Retail 365

• Press on the Config tile

• Select the Staff Members tab

• Press the button beside the staff member's name whose file you wish to edit

• The staff members' file will now load allowing you to make any relevant changes

• Once changes are made, press save

• If you would like to change the staff role for this staff member:
  • Press the Configurations button for the present role
  • Choose the new staff role from the drop down

Please note: staff members can have multiple roles

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How to Delete a Staff Member

Option 1: Permanently deleting a staff member

This option involves permanently removing a staff member's file from your store's Retail 365 account

• Login to Retail 365

• Press on the tile

• Select the Staff Members tab

• Press the button beside the staff member's name whose file you wish to delete

• The window displayed below will now appear asking you to confirm that you wish to delete this staff member

• Select the option to delete the staff member

• The window displayed below will appear temporarily confirming that the staff member has been permanently deleted successfully

This Staff member's name will be no longer appear on the till once a PRODUCT EXPORT is created and the till is updated

Option 2: Temporarily Deleting a Staff Member

This option involves temporarily removing a staff member's display name from the till by removing their staff role.

After performing the following steps, the staff members file will still appear on the Retail 365 cloud under 'Staff Members' in the configuration module.

HOWEVER, you MUST click the button to view staff members who have been temporarily removed. Without clicking this button 365 will only display staff members with a staff role (i.e. staff that has not been temporarily deleted)

• Login to Retail 365

• Press on the Config tile

• Select the Staff Members tab

• Press the button beside the staff member's name whose file you wish to temporarily delete

• The staff members file will now load allowing you to remove their staff role

• Click the button beside ALL of the staff roles on this staff member's account