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Getting Started for New Stores

Last Update vor 6 Monaten

Step 1: Create Your Store Account Step 2: Dashboard Initial Setup Step 3: Add Employees & Set Permissions Step 4: Set Up Products and Inventory Step 5: Configure the POS Terminal

Step 3: Add Employees & Set Permissions

Mae M.

Last Update vor 6 Monaten

This guide walks you through creating employee accounts, assigning roles, adjusting permissions, and confirming login access using the Biyo Dashboard.

1. Open the Employees Page

From the top navigation bar, select Users then Employee page.

Here you will see a list of all employees, including their name, email, phone, and assigned role.

2. Create a New Employee Account
From the top navigation bar, click + New Employee. The Create Employee form will open.

Required Fields
  • Name
name of the employee
  • PIN
used for POS login
  • Store
choose the correct store from the dropdown
  • Role
select a role such as Owner, Manager, Cashier, Employee
Optional details you can add:
  • Photo (drag and drop or upload)
  • Hourly Rate
  • Country, State, Address, City, Zip Code
  • Phone number

Click Add Employee to save the new account.
Tip: Adding a photo helps identify employees on POS terminals.

3. Assign Roles & Permissions

To fine-tune permissions for roles such as Manager, Cashier, or Employee:

Go back to the Employee page, then click Manage Roles.

You will see the Permission Management screen:

  • The left panel lists permission categories (e.g., Employees, Orders, Payments, Billing, Ecommerce, Discounts).
  • The right-side displays permisssions available for each role.

Choose a role you want to edit (Manager, Cashier, Employee).

Check or uncheck permissions under each module such as:

  • View
  • Add
  • Edit
  • Delete
  • Export
  • Approve
After adjusting permissions, click Save Changes.
Common role setups:
  • Owner: Full permissions (system default).
  • Manager: Can view and edit most settings except high level configuration.
  • Cashier: Limited to POS operations such as sales and refunds.
  • Employee: Basic access only.
4. Test Login Access
1. Ask the employee to log in using their PIN or assigned credentials.
2. Confirm they can access the modules allowed by their role.
3. Check POS functions if they are a cashier.
4. If access is incorrect, return to Manage Roles and modify the permissions.
Troubleshooting
  • Employee cannot log in
Verify the PIN or role assigned.
  • Permissions missing
Reopen Manage Roles and check if the correct boxes are selected.
  • Employee sees too many options
Remove unnecessary permissions under their assigned role.
Next Step

Step 4: Set Up Products and Inventory - https://biyo.tawk.help/article/step-4-set-up-products-and-inventory

Document Info

Docu ID: GS003

Category: Getting Started for New Stores

DateVersionUpdated By:Summary
12/11/20251.0Mae M.Creation of the document.

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