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      • Set up and manage Staff List
      • Manage staff roles and permissions
      • Manage an item’s access permissions
      • Reset staff POS passcode (POS terminal access)

Table of Contents

Set up and manage Staff List

Learn how to create a Staff List and assign roles to your staff on the Eats365 POS or on the Merchant Portal.

A Staff List is a directory that includes the names and information of all staff members in the restaurant. The Staff List is also where you can assign roles to your staff, and where staff members can change their account passcode and login PIN for the POS. 

In this article, you’ll learn how to add a staff member to the Staff List and how to manage your Staff List.

Delete

Note: Only managers can see the Staff List. For other staff members, this shows up as "My Account" on the POS.

Create a staff profile

Creating staff profiles allows you to manage your staff’s roles and permissions. 
To add a staff member to your Staff List, follow the steps below:

Eats365 POS

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Under "Staff," tap Users and Permissions. Then, select Staff List.
  4. At the top right, tap Add Staff.

  5. Enter your staff member’s information.

  6. Select a role for your staff member.

  7. To grant your staff member access to the POS, turn on Active .

  8. (Optional) To allow your staff member to use their staff card when logging in to the POS, tap Reset next to "Card Identifier." Then, tap the staff card on the RFID machine or scan the code on the staff card using the barcode scanner.

    Note: Make sure you’ve added your staff member’s staff card number on the Merchant Portal before you proceed with this step.
  9. At the top right, tap Save to confirm.
 Delete 

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Staff. Then, select Staff List.
  3. At the top right, click on +Add Staff.

  4. Enter your staff’s information.

Within the Staff List, you can select which tool you want your staff to have access to. You can set up your staff’s access to the POS or the Merchant Portal.

Delete

Note: By default, only the Merchant Admin or the person who set up the account can access the Portal.

Set up access to the POS

To set up your staff member’s access to the POS, follow the steps to create a Staff List and continue with the steps below:

  1. Enable POS access . The POS Account tab appears at the top.

  2. To set up your staff member’s POS account, click on the POS Account tab. Then, enter the staff member’s login details.

  3. (Optional) If you issue staff cards to your staff, enter the Staff Card Number. 
    Note: Once added, staff can use their staff card to log in to the POS.
  4. Under "Shop Access," select the shop where the staff is located and assign a role for your staff.

  5. To complete granting access to the POS, turn on Active .

  6. At the top right, click on Save to confirm.

(Optional) Set up access to the Merchant Portal

To set up your staff’s access to the Merchant Portal, follow the steps to create a Staff List and continue with the steps below:

  1. Allow Portal access . The Portal Account tab appears at the top.

  2. To set up your staff’s Portal account, click on the Portal Account tab.
  3. Under "Role," assign a Merchant Portal role for your staff. Depending on your Portal access, you’ll find different options available:
    • Merchant level - Merchant Admin, Merchant Staff
    • Group level - Merchant Admin, Merchant Staff, Group Admin
    • Organization level - Merchant Admin, Merchant Staff, Group Admin, Organization Admin
  4. Send an invitation to your staff to complete the Portal account setup. 
    Note: The invitation is sent only after all the changes have been saved.
    1. Enter your staff’s email address.

    2. Choose an email language.

  5. Under "Shop Access," select which shop information the staff can view and manage in the Portal.

  6. (Optional) Under "Notification Status," select which notifications you want your staff to receive. Refer to Receive restaurant reports from Eats365 to learn more.
  7. At the top right, click on Save to confirm.

List of Permissions

Use the table below to compare the different permissions available to a Merchant Staff, Merchant Admin, Group Admin, and Organization Admin.

Reporting

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Overview View View View View
Sales Summary View, Export View, Export View, Export View, Export
Daily Closing Report View, Export View, Export View, Export View, Export
Export to XERO Export Export Export Export
Shift Report View, Export View, Export View, Export View, Export
Transaction Report View View View View
View transaction details View View View View
Export transaction summary Export Export Export Export
Export transaction details Export Export Export Export
Hourly Sales Report View, Export View, Export View, Export View, Export
Sales By Period View, Export View, Export View, Export View, Export
Sales By Item View, Export View, Export View, Export View, Export
Returns Report View, Export View, Export View, Export View, Export
Pay In and Payout View, Export View, Export View, Export View, Export
Sales By Product Type View, Export View, Export View, Export View, Export
Discount Report View, Export View, Export View, Export View, Export
Incoming Customers Analysis View, Export View, Export View, Export View, Export
Queuing Statistics View View View View
Reconciliation Report View, Export View, Export View, Export View, Export
Item Sold Report View, Export View, Export View, Export View, Export
Void Report View, Export View, Export View, Export View, Export
General Ledger Report View, Export View, Export View, Export View, Export
Invoice Report View, Export View, Export View, Export View, Export
Item Preparation Time Report View, Export View, Export View, Export View, Export
Staff Performance Report
View, Export View, Export View, Export
Abnormal Payment Report
View, Export View, Export View, Export
Delivery Fee Report
View, Export View, Export View, Export
Operation Report

View, Export View, Export
Custom Report
Export Export Export
Thailand Tax Invoice Report
View, Export View, Export View, Export
Weekly Sales Report
View, Export View, Export View, Export
Sales Summary Report

View, Export View, Export
Item Audit Trail Report

View View
Void Item Report

View, Export View, Export
Delete

Inventory

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Inventory Edit Edit Edit Edit
Inventory Adjustment Report
View View View
Delete

CRM

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Dashboard View View View View
Customer List View View View View
Customer Detail View, Add, Edit View, Add, Edit View, Add, Edit View, Add, Edit
Import Customer List
Add Add Add
Export Customer List

View View
Custom Member Fields



Member Plan

View, Add, Edit, Delete View, Add, Edit, Delete
Liability Item

View, Add, Edit, Delete View, Add, Edit, Delete
Points Spending Rules

View, Add, Edit, Delete View, Add, Edit, Delete
Points Earning Rules

View, Add, Edit, Delete View, Add, Edit, Delete
Delete

Menu Setup

Settings Merchant Staff Merchant Admin Group Admin Organization Admin

Modifier Preset

View, Edit View, Add, Edit, Delete

View, Add, Edit, Delete


View, Add, Edit, Delete

Item

View, Edit View, Add, Edit, Delete

View, Add, Edit, Delete


View, Add, Edit, Delete

Product Type

View, Edit View, Add, Edit, Delete

View, Add, Edit, Delete


View, Add, Edit, Delete

Category

View, Edit View, Add, Edit, Delete

View, Add, Edit, Delete


View, Add, Edit, Delete

Custom Menu

View, Edit View, Add, Edit, Delete

View, Add, Edit, Delete


View, Add, Edit, Delete

Kitchen Station

View, Edit View, Add, Edit, Delete

View, Add, Edit, Delete


View, Add, Edit, Delete

Special Request Quick Keys

View, Edit View, Add, Edit, Delete

View, Add, Edit, Delete


View, Add, Edit, Delete
Menu Template

View, Add, Edit, Delete View, Add, Edit, Delete

Menu Action Log


View View View

Pickup Station

View, Add, Edit, Delete View, Add, Edit, Delete View, Add, Edit, Delete View, Add, Edit, Delete

Discount


View, Add, Edit, Delete View, Add, Edit, Delete View, Add, Edit, Delete

Tier Price


View, Add, Edit, Delete View, Add, Edit, Delete View, Add, Edit, Delete

Period Rule


View, Add, Edit, Delete View, Add, Edit, Delete View, Add, Edit, Delete

Membership Plan Rule


View, Add, Edit, Delete View, Add, Edit, Delete View, Add, Edit, Delete

Custom Rule


View, Add, Edit, Delete View, Add, Edit, Delete View, Add, Edit, Delete

Pricing Rule Group


View, Add, Edit, Delete View, Add, Edit, Delete View, Add, Edit, Delete

Tag

View, Edit View, Add, Edit, Delete

View, Add, Edit, Delete


View, Add, Edit, Delete

Tag Type

View, Edit View, Add, Edit, Delete

View, Add, Edit, Delete


View, Add, Edit, Delete

All You Can Eat Menu

View, Edit View, Add, Edit, Delete

View, Add, Edit, Delete


View, Add, Edit, Delete
Bulk Import
View, Upload View, Upload View, Upload
Delete

Taxes

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Tax Group View

View, Edit

View, Edit


View, Edit

Tax Type View

View, Edit

View, Edit


View, Edit

Delete

Staff

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Staff List

View, Add, Edit, Delete, Export

View, Add, Edit, Delete, Export

View, Add, Edit, Delete, Export

Time Clock
View, Edit View, Edit View, Edit
Export time clock record
View View View
Staff Group Roles and Permissions
View, Add, Edit, Delete View, Add, Edit, Delete View, Add, Edit, Delete
Delete

Shop Management

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Manage Shop Hierarchy

Add, Edit Add, Edit
Delete

Restaurant Settings

Settings Merchant Staff Merchant Admin Group Admin Organization Admin

Basic Information


View, Edit View, Edit View, Edit

Payment Settings


View, Edit View, Edit View, Edit

Media Group


View, Edit View, Edit View, Edit

Dine-In


View, Edit View, Edit View, Edit

Takeout


View, Edit View, Edit View, Edit

Queuing


View, Edit View, Edit View, Edit

Printing


View, Edit View, Edit View, Edit

Rounding


View, Edit View, Edit View, Edit

System Preferences


View, Edit View, Edit View, Edit
Edit Device Detail
Edit Edit Edit

Other Device


View, Edit View, Edit View, Edit

Table Mapping


View, Edit View, Edit View, Edit

Online Ordering Setting


View, Edit View, Edit View, Edit

Table Map Setup


View, Edit View, Edit View, Edit
Delete

Currency Exchange Rate

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Currency Exchange Rate

Edit Edit
Delete

Integration

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Xero Integration

View, Add, Edit, Delete

View, Add, Edit, Delete

View, Add, Edit, Delete

FMH
View, Edit View, Edit View, Edit
SMS Notification
View, Edit View, Edit View, Edit
Lalamove
View, Edit View, Edit View, Edit
Delete

Gift Card

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Setting

View View
Vendor

View, Add, Edit, Delete View, Add, Edit, Delete
Delete

Organization Settings

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Date Group Preset (Organization)


View, Add, Edit, Delete
Sales Categories (Organization)


View, Add, Edit, Delete
Delete

Group Settings

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Date Group Preset (Group)

View, Add, Edit, Delete View, Add, Edit, Delete
Sales Categories (Group)

View, Add, Edit, Delete View, Add, Edit, Delete
Delete

Permission Control

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Pending Request Permission
View, Add, Edit, Delete View, Add, Edit, Delete View, Add, Edit, Delete
Permission Control
View, Edit, Delete View, Edit, Delete View, Edit, Delete
Delete

Discount Coupon

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Setting

View View
Delete

Reservation

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
General
View, Edit View, Edit View, Edit
Regular Capacity
View, Edit View, Edit View, Edit
Seating Preference
View, Edit View, Edit View, Edit
Special Capacity
View, Edit View, Edit View, Edit
Delete
 Delete 

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Staff. Then, select Staff List.
  3. At the top right, click on + Add Staff.

  4. Enter your staff’s information.

Within the Staff List, you can select which tool you want your staff to have access to. You can set up your staff’s access to the POS or the Merchant Portal.

Delete

Note: By default, only the Merchant Admin or the person who set up the account can access the Portal.

Set up access to the POS

To set up your staff member’s access to the POS, follow the steps to create a Staff List and continue with the steps below:

  1. Click on the POS Access tab. Then, enable POS Access .

  2. To set up your staff member’s POS account, under "POS Access Details," enter the staff member’s login details.

  3. (Optional) If you issue staff cards to your staff, enter the Staff Card Number.
    Note: Once added, staff can use their staff card to log in to the POS.
  4. Under "Shop Access," select the shop where the staff is located and assign a role for your staff.

  5. To complete granting access to the POS, turn on Active .

  6. If your restaurant allows logging in to the POS using PIN, under “Sign In and Clock In/Out with PIN,” enter the staff member’s login PIN. 
    Note: If the PIN is already taken, you must choose a different PIN for the staff member.
  7. At the top right, click on Save to confirm.

(Optional) Set up access to the Merchant Portal

To set up your staff’s access to the Merchant Portal, follow the steps to create a Staff List and continue with the steps below:

  1. Click on the Portal Access tab. Then, allow Portal Access .

  2. Assign a Merchant Portal role for your staff. Depending on your Portal access, you’ll find different options available: 
    • Merchant level - Merchant Admin, Merchant Staff
    • Group level - Merchant Admin, Merchant Staff, Group Admin
    • Organization level - Merchant Admin, Merchant Staff, Group Admin, Organization Admin
  3. Select the restaurant group which the staff belongs to, if applicable. Otherwise, you may select the default option All.

  4. Under "Shop Access," select which shop information the staff can view and manage in the Portal.

  5. Send an invitation to your staff to complete the Portal account setup. 
    Note: The invitation is sent only after all the changes have been saved.
    1. Enter your staff’s email address.

    2. Choose an email language.

  6. (Optional) Under "Notification Status," select which notifications you want your staff to receive. Refer to Receive restaurant reports from Eats365 to learn more.
  7. At the top right, click on Save to confirm.

List of Permissions

Use the table below to compare the different permissions available to a Merchant Staff, Merchant Admin, Group Admin, and Organization Admin.

Reporting

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Overview View View View View
Sales Summary View, Export View, Export View, Export View, Export
Daily Closing Report View, Export View, Export View, Export View, Export
Export to XERO Export Export Export Export
Shift Report View, Export View, Export View, Export View, Export
Transaction Report View View View View
View transaction details View View View View
Export transaction summary Export Export Export Export
Export transaction details Export Export Export Export
Hourly Sales Report View, Export View, Export View, Export View, Export
Sales By Period View, Export View, Export View, Export View, Export
Sales By Item View, Export View, Export View, Export View, Export
Returns Report View, Export View, Export View, Export View, Export
Pay In and Payout View, Export View, Export View, Export View, Export
Sales By Product Type View, Export View, Export View, Export View, Export
Discount Report View, Export View, Export View, Export View, Export
Incoming Customers Analysis View, Export View, Export View, Export View, Export
Queuing Statistics View View View View
Reconciliation Report View, Export View, Export View, Export View, Export
Item Sold Report View, Export View, Export View, Export View, Export
Void Report View, Export View, Export View, Export View, Export
Sales by Sales Category View, Export View, Export View, Export View, Export
Invoice Report View, Export View, Export View, Export View, Export
Item Preparation Time Report View, Export View, Export View, Export View, Export
Staff Performance Report
View, Export View, Export View, Export
On-premise Payment Abnormal Report
View, Export View, Export View, Export
Delivery Fee Report
View, Export View, Export View, Export
Operation Report

View, Export View, Export
Custom Report
Export Export Export
Thailand Tax Invoice Report
View, Export View, Export View, Export
Weekly Sales Report
View, Export View, Export View, Export
Sales Summary Report by Shops

View, Export View, Export
Item Audit Trail Report

View View
Void Items Report

View, Export View, Export
Delete

Inventory

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Inventory Edit Edit Edit Edit
Inventory Adjustment Report
View View View
Delete

CRM

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Dashboard View View View View
Customer List View View View View
Customer Detail View, Add, Edit View, Add, Edit View, Add, Edit View, Add, Edit
Import Customer List
Add Add Add
Export Customer List

View View
Custom Member Fields



Member Plan

View, Add, Edit, Delete View, Add, Edit, Delete
Liability Item

View, Add, Edit, Delete View, Add, Edit, Delete
Points Spending Rules

View, Add, Edit, Delete View, Add, Edit, Delete
Points Earning Rules

View, Add, Edit, Delete View, Add, Edit, Delete
Delete

Menu Setup

Settings Merchant Staff Merchant Admin Group Admin Organization Admin

Modifier Preset

View, Edit View, Add, Edit, Delete

View, Add, Edit, Delete


View, Add, Edit, Delete

Item

View, Edit View, Add, Edit, Delete

View, Add, Edit, Delete


View, Add, Edit, Delete

Product Type

View, Edit View, Add, Edit, Delete

View, Add, Edit, Delete


View, Add, Edit, Delete

Category

View, Edit View, Add, Edit, Delete

View, Add, Edit, Delete


View, Add, Edit, Delete

Custom Menu

View, Edit View, Add, Edit, Delete

View, Add, Edit, Delete


View, Add, Edit, Delete

Kitchen Station

View, Edit View, Add, Edit, Delete

View, Add, Edit, Delete


View, Add, Edit, Delete

Special Request Quick Keys

View, Edit View, Add, Edit, Delete

View, Add, Edit, Delete


View, Add, Edit, Delete
Menu Template

View, Add, Edit, Delete View, Add, Edit, Delete

Menu Action Log


View View View

Pickup Station

View, Add, Edit, Delete View, Add, Edit, Delete View, Add, Edit, Delete View, Add, Edit, Delete

Discount


View, Add, Edit, Delete View, Add, Edit, Delete View, Add, Edit, Delete

Tier Price


View, Add, Edit, Delete View, Add, Edit, Delete View, Add, Edit, Delete

Period Rule


View, Add, Edit, Delete View, Add, Edit, Delete View, Add, Edit, Delete

Membership Plan Rule


View, Add, Edit, Delete View, Add, Edit, Delete View, Add, Edit, Delete

Custom Rule


View, Add, Edit, Delete View, Add, Edit, Delete View, Add, Edit, Delete

Pricing Rule Group


View, Add, Edit, Delete View, Add, Edit, Delete View, Add, Edit, Delete

Menu Tag

View, Edit View, Add, Edit, Delete

View, Add, Edit, Delete


View, Add, Edit, Delete

Menu Tag Type

View, Edit View, Add, Edit, Delete

View, Add, Edit, Delete


View, Add, Edit, Delete

All You Can Eat Menu

View, Edit View, Add, Edit, Delete

View, Add, Edit, Delete


View, Add, Edit, Delete
Bulk Import
View, Upload View, Upload View, Upload
Delete

Taxes

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Tax Group View

View, Edit

View, Edit


View, Edit

Tax Type View

View, Edit

View, Edit


View, Edit

Delete

Staff

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Staff List

View, Add, Edit, Delete, Export

View, Add, Edit, Delete, Export

View, Add, Edit, Delete, Export

Time Clock
View, Edit View, Edit View, Edit
Staff Group Roles and Permissions
View, Add, Edit, Delete View, Add, Edit, Delete View, Add, Edit, Delete
Delete

Shop Management

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Manage Shop Hierarchy

Add, Edit Add, Edit
Delete

Restaurant Settings

Settings Merchant Staff Merchant Admin Group Admin Organization Admin

Basic Information


View, Edit View, Edit View, Edit

Payment Settings


View, Edit View, Edit View, Edit

Media Group


View, Edit View, Edit View, Edit

Dine-In


View, Edit View, Edit View, Edit

Takeout


View, Edit View, Edit View, Edit

Queuing


View, Edit View, Edit View, Edit

Printing


View, Edit View, Edit View, Edit

Rounding


View, Edit View, Edit View, Edit

System Preferences


View, Edit View, Edit View, Edit
Edit Device Detail
Edit Edit Edit

Other Device


View, Edit View, Edit View, Edit

Table Mapping


View, Edit View, Edit View, Edit

Online Ordering Setting


View, Edit View, Edit View, Edit

Table Map Setup


View, Edit View, Edit View, Edit
Delete

Currency Exchange Rate

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Currency Exchange Rate

Edit Edit
Delete

Integration

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Xero Integration

View, Add, Edit, Delete

View, Add, Edit, Delete

View, Add, Edit, Delete

FMH
View, Edit View, Edit View, Edit
SMS Notification
View, Edit View, Edit View, Edit
Lalamove
View, Edit View, Edit View, Edit
Delete

Gift Card

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Setting

View View
Vendor

View, Add, Edit, Delete View, Add, Edit, Delete
Delete

Organization Settings

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Date Group Preset (Organization)


View, Add, Edit, Delete
Sales Categories (Organization)


View, Add, Edit, Delete
Delete

Group Settings

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Date Group Preset (Group)

View, Add, Edit, Delete View, Add, Edit, Delete
Sales Categories (Group)

View, Add, Edit, Delete View, Add, Edit, Delete
Delete

Permission Control

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Pending Request Permission
View, Add, Edit, Delete View, Add, Edit, Delete View, Add, Edit, Delete
Permission Control
View, Edit, Delete View, Edit, Delete View, Edit, Delete
Delete

Discount Coupon

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
Setting

View View
Delete

Reservation

Settings Merchant Staff Merchant Admin Group Admin Organization Admin
General
View, Edit View, Edit View, Edit
Regular Capacity
View, Edit View, Edit View, Edit
Seating Preference
View, Edit View, Edit View, Edit
Special Capacity
View, Edit View, Edit View, Edit
Delete
Delete

Manage Staff List

Edit Staff List

To update your staff member’s information on the Staff List, follow the steps below:

Eats365 POS

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Under "Staff," tap Users and Permissions. Then, select Staff List.
  4. Select the name of the staff member that you want to update the information. Tap the three-dot menu , then tap Edit .

  5. Update your staff member’s information.
  6. At the top right, tap Update to confirm.
Delete

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Staff. Then, select Staff List.
  3. Click on the name of the staff that you want to update the information. Alternatively, next to the staff’s name, you can click on Edit .

  4. Update your staff’s information.
  5. At the top right, click on Save to confirm.
Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Staff. Then, select Staff List.
  3. Click on the name of the staff that you want to update the information. Alternatively, next to the staff’s name, you can click on Edit .

  4. Update your staff’s information.
  5. At the top right, click on Save to confirm.
Delete

Remove a staff from the Staff List

To remove a staff member from the Staff List, follow the steps below:

Eats365 POS

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Under "Staff," tap Users and Permissions. Then, select Staff List.
  4. Select the name of the staff member that you want to remove from the list. Tap the three-dot menu , then tap Remove .

  5. Tap Delete to confirm.
Delete

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Staff. Then, select Staff List.
  3. Next to the staff’s name that you want to remove from the list, click on Delete . A prompt appears to confirm if you want to delete the staff from the list.

  4. Click on OK to confirm.
Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Staff. Then, select Staff List.
  3. Next to the staff’s name that you want to remove from the list, click on Delete . A prompt appears to confirm if you want to delete the staff from the list.

  4. Click on Confirm to delete.
Delete
staff management add staff member staff list staff access pos access merchant portal access

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