Staff Management

NaviPOS lets you create accounts for your employees with different access levels, ensuring accountability and security.

User Roles

| Role | Access Level | |------|-------------| | Owner | Full access — all features, settings, and reports | | Manager | Sales, inventory, reports, and staff management (no system settings) | | Cashier | Sales processing only — cannot access reports or inventory | | Stock Keeper | Inventory management only — cannot process sales |

Adding Staff

Go to Settings → Users → Add User
Enter the employee's name and create a username
Set a PIN or password
Assign a role (Owner, Manager, Cashier, Stock Keeper)
Click Save

💡 Use short PINs (4–6 digits) for cashiers who need to log in quickly between customers.

What Each Role Can Do

Cashier

✅ Process sales
✅ Accept payments
✅ Print receipts
✅ Apply pre-set discounts
❌ Cannot void sales (requires manager)
❌ Cannot view reports
❌ Cannot access inventory
❌ Cannot change prices

Manager

✅ Everything a cashier can do
✅ Void and return transactions
✅ Apply custom discounts
✅ View all reports
✅ Manage inventory
✅ Add/edit products
❌ Cannot delete users
❌ Cannot change system settings

Owner

✅ Full access to everything
✅ System settings and configuration
✅ User management
✅ Financial reports
✅ Data export and backup

Activity Logs

NaviPOS logs every action by every user:

Sales processed
Voids and returns
Discounts applied
Inventory changes
Login/logout times

Go to Reports → Activity Log to review. Filter by user, action type, and date range.

Shift Management

If you run shifts:

Go to Settings → Shifts to define shift times
Each cashier clocks in when they start their shift
End-of-shift generates a per-cashier sales summary
Compare expected cash per cashier vs. actual

Tips

🔑 Never share passwords — Each employee should have their own account
📋 Review activity logs weekly — Spot unusual patterns early
🎯 Use the right role — Don't give cashiers more access than they need
💰 Individual accountability — With separate accounts, you know who did what

Next: Learn about Processing Returns or Expense Tracking.