You add a team member in the console. Vireno emails them an invitation and gives them a passcode for the till. The passcode starts working once they accept the invitation.
Before you start
You're an owner or business manager.
Their email address. Each person needs their own.
Choose a role
Role | What they do |
Cashier | Takes orders and payments at the till. Signs in to the console only to see their passcode. |
Branch manager | Runs a branch day to day: layouts, checkout stations, reports, approves refunds. Can't add team members. |
Business manager | Runs the business with you. Adds team members and sees every passcode, yours too. |
Accountant | Sees sales and reports. Doesn't work at the till. |
An owner can't be invited.
Invite them
In the console, open Team and select Add team member.
Type their First name, Last name and Email. Phone is optional.
Select Continue.
Under Permission, choose the role.
For a cashier or branch manager, choose the Branches they work at. For a business manager, choose the Business. With one branch or business, it's already chosen.
If tips can be shared with them, turn on Receives tips. Add a Job title if you want.
Select Invite now.
Their row shows Invited. The invitation is valid for 7 days.
When they accept
They open the email, choose a password of at least 8 characters, accept the terms and select Join the team. Their status changes from Invited, and their passcode opens the till: see Sign in with your passcode.
To give them their passcode, see Find or change a passcode.
Change or stop someone's access
Open the person in Team.
Edit details: change their name, phone, job title and Receives tips. Their role and branches can't be changed here.
Suspend (for someone who has joined), then confirm: their passcode and sign-in stop working right away. Select Reactivate to give everything back. Suspended people are under Former.
Send invitation again (for someone still Invited): if they didn't get the email, or it ran out.
Cancel invitation (for someone still Invited), then confirm: the link in the email stops working and the passcode is switched off.
You can't change your own access or an owner's.
If something goes wrong
"… is already on your team." That person is on the team already. Search for them in Team.
"An account already uses this email." The address has a Vireno account elsewhere. Use another address for them.
"Invitation expired" on their row. Open them and select Send invitation again.
They didn't get the email. Check the address under Contact, then Send invitation again. Ask them to look in their spam folder.