Team Members
Add your staff so they can scan passes and process transactions at the point of sale - without giving them access to your business data.
Adding a Team Member
- 1
Go to Team in the sidebar.
- 2
Click Add Team Member and enter their name and phone number to set up their account.
- 3
Your staff member signs in with that phone number and a one-time passcode (OTP) sent to it - no password, no email invitation needed. They can start scanning immediately.
What Team Members Can and Can't Do
✓ Can do
- Scan customer QR codes
- Add and redeem points
- Check in memberships
- View and filter the customer list inside a loyalty program
- View their own redemption history
✕ Cannot do
- View notification history
- Access analytics or reports
- See other staff members' activity
- Change any program or account settings