Assigning Staff to Specific Branches
Lock cashiers and inventory staff to a specific branch so they can only access their location's data and process sales there.
Why assign staff to branches#
When you run multiple locations, you want each cashier and inventory manager to only see and interact with their own branch's data. A cashier at your downtown store should not be able to see or sell products from your mall branch.
Assigning staff to a branch achieves this automatically. Once assigned, the staff member is locked to that location — they see only that branch's inventory, and every sale they process is tagged to that branch.
How to assign a branch when adding staff#
In the Staff tab, click + Add staff. Fill in the name, contact details, role, and PIN as normal. Below the role selector, you will see a branch dropdown listing all your branches. Select the branch this person will work at.
If you select No branch (can work anywhere), the staff member is not locked to any location and can operate at any branch. This is useful for managers or relief staff who move between locations.
Changing a staff member's branch#
Click Edit on any staff member in the Staff tab. Change the branch dropdown to their new location and click Save changes.
The change takes effect immediately. The next time they log in, they will see the new branch's inventory and their sales will be tagged to the new location. Previous transactions remain tagged to the original branch for accurate historical reporting.
How branch locking works technically#
When a staff member logs into the POS app, the system checks their location_id in the database. All API requests they make — viewing inventory, processing sales, restocking products — are automatically filtered to their assigned branch.
As the owner, you are never locked to a branch. You can view all branches or filter to any specific one using the branch picker on the dashboard.
Frequently Asked Questions
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