Each person signs in to the register with their own PIN of 4 to 6 digits. What they can do depends on their role.
Where they are managed
With the tablet linked, on the web
If your tablet is linked to pos.yammbo.com, employees, roles and PINs are managed in the dashboard, under Team > POS employees and Team > Roles. The tablet downloads them by itself.
On the tablet the section is Staff, with the Staff and Roles tabs. Employees that exist only on that tablet appear as “Only on this register” and are never deleted automatically.
Add an employee
On the web: open Team > POS employees, add the person with their name, their role and a PIN of 4 to 6 digits. The PIN is shown only once. You can have up to 100 employees.
On the tablet: tap “Add employee”, enter Name, choose the Role and enter the PIN.
Two active employees cannot have the same PIN. To remove someone, deactivate them: their history is kept.
Roles that come created
Owner, Manager, Cashier, Server and Kitchen. The Owner role cannot be edited. You can create your own (up to 30 on the web).
Permissions
| Group | Permissions |
|---|---|
| Sales | Quick sale, Tables, Charge, Discounts, Void, Refunds, Open drawer, Accounts and gift cards |
| Operations | Cash shift, Kitchen display, Sales reports, Record waste, Production, Mark sold out, Payroll |
| Administration | Menu and tables, Inventory, See costs, Payables, Customers, Staff and roles, Settings |
In a store, “Menu and tables” is called “Catalog”.
A role with no section will see “Your role has no access to any section. Ask the owner for help.”
Supervisor authorization
If someone tries something their role does not allow (a discount, a refund, a void), the app shows “Supervisor authorization”. A person with permission enters their PIN and taps “Authorize”.
In “Limits and approvals” for each role you can set, for discounts, refunds, voiding sent items, voiding tabs and cash taken out: Free, Up to a cap or Always with a manager. The limits are turned on in Settings > Advanced sales.
Sign in and lock
- When you open the app: “Enter your PIN” and “Enter”. After several failed attempts, the app asks you to wait a few seconds.
- “Lock” closes your session so another person can sign in. On a phone it is under “More”.
- The register locks by itself after a few minutes without use. It is changed in Settings > This device > “Auto-lock” (0 = never).
Time clock
On the sign-in screen tap “Clock in or out”. Each person enters their PIN and chooses Clock in, Clock out, Start break or End break.
With the Payroll permission you can set each employee’s hourly pay, commission and share of tips, and see the Payroll report.
Dashboard people
The members of the dashboard (Team > Members) sign in to pos.yammbo.com with their email and password. POS employees sign in to the register with their PIN. See The web dashboard.