Who is this guide for?Business owners signed in to the Surge app.
Add a person
On the Surge app
- Tap Team, then Add a person.
- Type their Name, and an Email (optional).
- To let them use the till, turn on Can use the till, type a Till code of 4 to 8 digits and choose what they Can do: Cashier, Shift lead, Manager or Owner.
- To let them use the back office, turn on Can use the back office and choose a role. They'll get an email invitation to set a password.
- Tap Add to team.
Change someone's access
On the Surge app
- Tap Team and tap the person.
- Turn Owns this business on or off.
- Under Back office, choose Admin, Finance, Viewer or No back-office access, then tap Save access.
- Under Till access, tap Give a till code or Change code or role, type a New till code, choose what they Can do, and tap Save till code.
Remove someone
Open the person and tap Remove till access to stop them using the till, or Remove from team to take them off completely. The last Admin can't be removed: make someone else an Admin first.
Till codes can't be read back. Changing someone's till role means giving them a new code.
Back-office access needs an email address. To add or fix a name or email, use Team in the back office.
Related guides
Still stuck?
info@surgeups.comEmail us your business name and what you were trying to do.