Add a team member

Add them in the back office

The back office walks you through five steps. Nothing is saved until the last one, so you can close it halfway without leaving a half-made person behind.

1. Click Team in the menu, then Add team member.
2. Enter their Name, and their Email if they need the back office. Click Next.
3. On Jobs, pick a job and pay rate if you track them, or leave it empty. Click Next.
4. On Till access, turn on Can use the till. Enter a Till code of 4 to 8 digits and choose what they Can do. Click Next.
5. On Back office, turn on Can sign in to the back office if they need it, and choose Admin, Finance or Viewer. Click Next.
6. On Review, check each row. Click Edit beside any row to change it.
7. Click Add team member. They appear in the People list.

Add them in the Surge app

1. Tap Team, then Add a person.
2. Enter their Name, and Email (optional) if they need the back office.
3. Turn on Can use the till, enter a Till code and choose what they Can do.
4. Turn on Can use the back office if they need it, and choose a role.
5. Tap Add to team.

What happens next

• Till access works straight away. They sign in on the terminal with their code.
• Back-office access sends them an invitation email to choose a password.
• The Invitation link also shows on screen. It works once and expires in seven days. Send it to them another way if the email is slow.
• If their email already has a Surge account, they sign in with their existing password.

Roles

• Till, Cashier: sell and take payment.
• Till, Shift lead: also open and close the drawer.
• Till, Manager: also approve discounts and refunds.
• Till, Owner: everything, including settings.
• Back office, Admin: everything, including people, pay and settings.
• Back office, Finance: read everything, including pay. Export and send statements.
• Back office, Viewer: read the numbers. No wages, no exports, no changes.