Introduction to Team: Users & Roles
The Team section manages who can use your Merchant Hub and Stations, split into Users and Roles, including how to add users and create a new role.
What is the Team section?
The Merchant Hub Team section is where you manage the people who can use your Merchant Hub and Stations. It is split into two pages — Users and Roles.
Users
Navigate to Manage → Team → Users to see everyone on your team. The list shows each user's Name, Email, Access, Role, Phone, Status (Active or Deleted), and the date they were created. Search by name or email to find someone quickly.
Click + Create to add one. The first step asks what type of user you're adding:
Hub User – Sent an email invitation to join the Merchant Hub and POS terminals. Use this for staff who need to manage the business, not just ring up sales. You can enter several email addresses at once and assign each a role, so you can invite a whole team in one go. Each person receives an invitation link to set up their account.
POS User – Can only sign in at POS terminals (Stations) with a PIN — this user has no Hub access. You enter their first and last name, an optional phone number, a role, and a PIN of 4 to 6 digits, which is the code they enter at a Station to log in.
For each user you can assign a role (which controls what they can do), set their Outlet access (which locations they apply to), and update their details. Deactivating a user keeps them out of the system without deleting them, so historical records still show their name.
Click any user in the list to open their profile, where you can see their details, role, Outlet access, and order history.
Roles
Roles control what each user can do. The Merchant Hub comes with default roles, and you can create new ones for your business.
How to create a new role
Navigate to Manage → Team → Roles.
Click + Add Role.
Name the role (for example, "Shift Supervisor").
Toggle permissions on or off. Permissions are grouped by tool (Manage, Run, Pay) and then by resource within each tool.
Click Save.
Click any existing role to rename it or change its permissions. Changes apply to every user assigned to that role.
Note: The Org Owner role cannot be edited or deleted, and always has full access.