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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
Updated yesterday

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.


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 → Outlet 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 → Teams, each member has a passcode field (e.g. "1234")

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.


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 → Outlet to revert to standard email/password login.

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