How to add a team member
Add team members in the Merchant Hub — invite a Hub User by email, or create a PIN-based POS User for ringing up sales at terminals.
When you add a team member, you first choose whether they're a Hub User or a POS User, then assign a role that controls what they can do.
Two types of user
Hub User — invited by email; can access the Merchant Hub (and POS terminals). Use this for staff who manage the business, not just ring up sales.
POS User — signs in at POS terminals with a PIN only; no Merchant Hub access.
How to add a user
In the Merchant Hub, go to Team → Users and choose + Create.
Choose the user type — Hub User or POS User.
Hub User: enter the email (use Add another to invite several at once), assign a Role, and Send Invitations. Each person gets an email to set up their account.
POS User: enter the First and Last Name and optional Phone, assign a Role, set a PIN Code (4–6 digits) used to clock in at terminals, and set Outlet access. Then Review & Confirm.
The Role you assign controls what the user can access. If the role you need doesn't exist yet, create it first under Team → Roles.
Frequently asked questions
What's the difference between a Hub User and a POS User? A Hub User is invited by email and can access the Merchant Hub; a POS User signs in at terminals with a PIN and has no Hub access.
What does a POS User need? A first and last name, a role, a 4–6 digit PIN, and outlet access.
Can I invite several people at once? Yes — when inviting Hub Users, use Add another to enter multiple email addresses, then Send Invitations.
No roles are available when I add a user. Create roles first under Team → Roles, then assign one while adding the user.
Step by step
- 1
Add a user
In the Merchant Hub, go to Team → Users and choose + Create.
- 2
Choose the user type
Pick Hub User or POS User.
- 3
Invite a Hub User
Enter the email address (use Add another to invite several at once), assign a Role, and Send Invitations. Each person gets an email to set up their account.
- 4
Create a POS User
Enter the First and Last Name and optional Phone, assign a Role, set a PIN Code (4–6 digits) used to clock in at terminals, and set Outlet access. Then Review & Confirm.
Frequently asked questions
What's the difference between a Hub User and a POS User?
A Hub User is invited by email and can access the Merchant Hub; a POS User signs in at terminals with a PIN and has no Hub access.
What does a POS User need?
A first and last name, a role, a 4–6 digit PIN, and outlet access.
Can I invite several people at once?
Yes — when inviting Hub Users, use Add another to enter multiple email addresses, then Send Invitations.
No roles are available when I add a user.
Create roles first under Team → Roles, then assign one while adding the user.