Invite and manage staff

Dashboard staff are people who can work inside the merchant dashboard. They are different from shoppers in the Customers list. Only the owner can invite staff, and everyone, including the cashiers and managers who use POS, is invited from the same list.

Invite a user

1. Open Settings, then Staff.
2. Select Invite user.
3. Enter the first name, optional last name, and email address.
4. Choose a role: Owner, Admin or Staff for the dashboard, or Manager or Cashier for POS. Manager and Cashier can be chosen once POS is switched on.
5. In a multi-location store, tick the shops they should see or work at.
6. Select Send invite.

For a dashboard role, StoreMink creates a secure temporary password and sends it to the email address when delivery is configured. The user signs in on the store dashboard and must set a new password on the first visit. Never forward the temporary password through an insecure public channel. For a POS role, the email carries a registration link: the person sets a password, verifies their phone and chooses an 8-digit PIN, then signs in to POS.

Understand initial access

• An Owner has full, unrestricted dashboard and location access.
• An Admin runs everything except staff, roles and the plan. Staff do the day-to-day work. Managers and cashiers sign in to POS only and never see the dashboard.
• For anyone other than the owner, ticking shops restricts location-shaped data, or POS work, to those shops.
• Leaving every location unticked means every location. It does not mean none.

Change an existing user

1. Open the action menu beside the user.
2. Choose Change role, Locations, Suspend user (or Deactivate for POS staff), or Remove user. A POS invitation that has not been used yet can also be resent from the same menu.
3. Review the confirmation and save.

Suspension removes access without deleting the profile. Removal is permanent. StoreMink does not let you manage your own row from that action menu, which prevents an owner from accidentally removing their current access.

If the invite does not work

• Check that no dashboard user already uses the email address.
• Confirm the inviter is the owner and the plan has room for another staff account. Manager and Cashier roles need POS switched on.
• Review Email logs for the invite result. Sensitive invite bodies and temporary passwords are not stored in that log.
• Ask the user to check spam and open the dashboard on the same store host named in the invitation.
• If location assignment failed after account creation, the user can be unrestricted; review the Locations action immediately.

For what each role can do, see Roles, permissions, and location access.