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.

Merchant Portal (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.

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.

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.

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.

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.

Merchant Portal (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.

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.

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.

Merchant Portal (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 OK to confirm.

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 Confirm to delete.