Staff management

This page covers how to invite, add, edit, and delete staff members, manage their permissions, and set staff rules for the iPad app.

Merchants can add staff members to the POS systems in the following ways:

• Invite Revolut Business team members by giving them POS permission to access the web and/or iPad app. Team members will need to pass the onboarding process. With their email, they will be able to login to Revolut Business Web or iPad app depending on the permission. Read below how to add team members and give them POS permission
• Add staff members directly in the POS web app. These accounts can only use their passcode to access the POS iPad app (not login), someone else will need to perform the login step.

Invite Revolut Business team members​

Invite a team member and assign them POS permissions in Revolut Business:

1. Log in to your Revolut Business dashboard.

2. Go to Team and select the team member you want to invite, and click Settings.

3. Open the Roles, and click on a specific role to edit it. Under the Merchant section, you will see a POS icon.

4. Click the POS icon to access two toggle options:

   • Manage POS App Access: This permission allows the team member to control access and log in to the POS iPad app.

     note

     This is only for Revolut Business users, not staff members added directly through the POS web app.

   • Manage POS Web Settings: This permission grants access to the POS web back office.

     note

     Enabling this also enables the Manage POS App Access permission above.

5. After assigning the appropriate POS permissions, the team member will receive an email invitation.

6. The team member must accept the invitation and follow the on-screen steps to complete the onboarding process.

Add staff members​

Adding staff members allows you to onboard new employees and configure their access and permissions in the POS system.

1. Navigate to Settings > Staff on the left sidebar.
2. Click Add staff member.
3. Fill out the following fields:
   • First name: The staff member's first name.
   • Last name: The staff member's last name.
   • Employee number: Assign an employee number for reference.
   • Email: Enter the staff member's email address.
   • Passcode: Set a 4-digit passcode for the staff member to log in to the iPad app.
4. Assign permissions by toggling the following options:
   • Manager: Grants access to all system features.
   • Voids: Allows the staff member to void transactions.
   • Timeclock only: Limits access to time management features.
   • Can apply discounts: Enables the staff member to apply discounts.
   • Refunds: Allows the staff member to process refunds.
   • Application settings: Grants access to the iPad application settings.
5. Click Save staff member to add the staff member.

Edit staff members​

Editing staff member details ensures their information and permissions remain up to date as roles and responsibilities evolve.

1. Navigate to Settings > Staff on the left sidebar.
2. Click Edit next to the staff member you want to modify.
3. Update the desired fields or permissions.
4. Click Save staff member to apply changes.

Delete staff members​

Removing staff members ensures that only current employees have access to the POS system, improving security and compliance.

1. Navigate to Settings > Staff on the left sidebar.
2. Click Edit next to the staff member you want to remove.
3. Scroll to the bottom of the staff member's details and click Delete staff member.
4. Confirm the action to permanently remove the staff member.

Set staff rules​

Staff rules allow you to define specific behaviors for the iPad app, such as how and when the app locks, ensuring operational efficiency and security.

1. Navigate to Settings > Staff on the left sidebar.
2. Click Set staff rules at the top of the page.
3. Choose from the following options for Auto-lock iPad register:
   • Don't lock screen: Keeps the iPad app unlocked unless manually locked by the user.
   • Lock screen immediately: Automatically locks the iPad app after each completed transaction.
4. Click Save to apply the selected rule.