How do I add staff to my Point of Sale?
If you created a Point of Sale account after August 9th, 2023, staff members can be added and managed from your PayPal account by:
- Go to Account & Settings.
- Select Staff account settings.
- Click Manage Staff Accounts to be redirected to PayPal.
- Click Add User and enter the relevant information, and click Continue.
- Set the permissions for the staff user by selecting Use Zettle by PayPal tools.
- Finalize the creation of your staff account.
Your staff member will receive an email to finish the registration by creating their login credentials.
If you created a Point of Sale account before August 9th, 2023, you'll need to add and maintain staff accounts on both Point of Sale and PayPal separately:
- Go to Account & Settings.
- Select Staff account settings.
- Enter the staff member’s name and email address.
- Click Send Invite.
Your staff member will receive an email with a link. They can choose a password and sign into the Point of Sale App when they click it.
If you want to give your staff access to customer support, make sure they’re also added as a user on your PayPal Business Account.
I created a staff member but received an error message.
When creating a secondary user directly from PayPal, you’ll get an error if you have already added this user to Point of Sale with the same email address.
The solution is to use an alternative email address for this user.
Staff users can:
- Sign in to the Point of Sale App using their own login details
- Accept payments on behalf of the organisation
- Refund payments
- Call customer support
Staff users can't:
- Edit the organisation's details
- Add, change, or delete products from the product library
- Sign in to the owner's Point of Sale online
- Invite other staff members
When downloading an overview of your transactions, you can see which of your staff members have made a specific sale.