Team & Roles

Add, edit, and invite employees

Manage your team on the Employees page — invite staff by email, create PIN-only floor staff, assign roles and stores, and set clock PINs.

A step-by-step walkthrough with real screenshots · FoolProof POS for alcohol retail

1. Add someone

From the Team tab you add and manage everyone. Invite employee is for people with an inbox; Create manually is for floor staff; each person's row carries the rest of the actions.

The Employees Team tab with invite/create buttons and per-row actions.12
  1. 1Invite employee (email) or Create manually (PIN-only floor staff).
  2. 2Row actions: Edit, Set/Reset PIN, Timecards, Reset email, Deactivate.

2. Invite by email

Invite employee emails a link to set their own password. Enter their email, choose a role and which stores they can access, then Send invite.

The Invite employee dialog: email, role, store checkboxes, and Send invite.12
  1. 1Enter their email, pick a role and which stores they can access.
  2. 2Send invite emails them a link to set their own password.

3. Or create PIN-only staff

Create manually is for staff without email — enter their name, role, and pay, leave the password blank, and Save. They use a clock PIN to clock in and ring.

The Create employee dialog: name, phone, role, pay rate, and an optional password.12
  1. 1Name and phone for floor staff; leave the password blank — they use a clock PIN.
  2. 2Save — they can clock in and ring with their PIN.
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