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POS Passcodes — Fast Staff Switching

Switch between team members on shared POS devices with 4-digit passcodes and role-based access control

Written by Kate Khunvirojpanich

POS passcodes let staff switch users on a shared device by entering a 4-digit numeric code instead of logging in and out with email and password. This is designed for fast handovers during busy service.

The Passcodes settings page with auto-lock set to 5 minutes


How it works

There are two types of users in a passcode session:

Type

Logs in with

Purpose

Base User

Email + password

Starts the POS session

Active User

4-digit passcode

Switches in during service


Role hierarchy

The Base User’s role must be equal to or higher than the Active User’s role. The hierarchy is:

  1. Owner (highest)

  2. Admin

  3. Manager

  4. Custom

  5. Staff (lowest)

For example, if the Base User logged in as Staff, a Manager passcode will not work. You’d need to log in with a Manager or Admin account first.

Staff and Manager passcode users can only access outlets assigned to them. Owner and Admin can access all outlets.


Setting up

  1. Enable the feature — go to Settings → Ordering → Passcodes and toggle on POS Passcodes

  2. Set passcodes for all admins and the owner — this is required before the feature activates

  3. Assign passcodes to team members — go to Settings → Team, each member has a passcode field (e.g. "1234")

The POS passcode screen, showing why it locked

Passcodes must be unique per merchant — two team members cannot share the same code.

‼️ POS Passcodes control who can access the POS, but they do not track which user performed each action. For action-level tracking, see order history.


Auto-lock after inactivity

If a device is left unattended mid-shift, anyone who walks up to it can keep working under the signed-in team member's access. Auto-lock returns the POS to the passcode screen after a period of no activity, so the next person has to enter their own code.

This is off by default — outlets already using passcodes keep working exactly as before until you choose a duration.

Once Use POS passcodes is on, Auto-lock after inactivity appears on the same page. Pick one of the quick options (Never, 30 sec, 1 min, 5 min, 15 min) or type your own duration in seconds or minutes — anything from 30 seconds to 8 hours. It applies to every device at that outlet.

Duration

Best for

Never

Devices in a locked back office, or single-operator shops

30 sec – 1 min

Counters in public view, unattended kiosks, high foot traffic

5 min

Typical table service — long enough not to interrupt a round of orders

15 min or more

Low-risk areas where you mainly want an end-of-shift safety net

What your team sees. The passcode screen appears with a short note explaining why — for example "Locked after 5 minutes of inactivity". Entering a passcode returns them to exactly the screen they were on, so nobody loses their place in the middle of service.


FAQ

Do all staff need a passcode?

Admins and the owner must have passcodes before the feature can be enabled. Other team members’ passcodes are optional.

How do I switch back to the Base User?

The current Active User can log out to return to the passcode entry screen, where another team member can enter their code.

Can I disable passcodes later?

Yes. Toggle off POS Passcodes in Settings → Ordering → Passcodes to revert to standard email/password login.

Will my team lose an order they were building?

No. Locking never cancels or changes an order — anything already added stays on it, and after entering a passcode they return to the same screen. A pop-up that was open may close.

What counts as activity?

Any tap, typing or scrolling on the device. If a customer is part-way through scanning a payment QR code the POS also stays unlocked, so a payment is never interrupted.

Does auto-lock sign out the main account too?

No. Only the team member's passcode session ends. The account that started the POS session stays signed in.

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