Signing in

Signing in with email and password

The login screen is headed Sign In to Dashboard and asks for your Email Address and Password.

Tick Remember me on your own device so you are not asked again every morning. Never tick it on a shared counter machine.

Tap Access Account to go in.

1. 1 Open the software's web address in the browser.
2. 2 Type your email address in the Email Address box.
3. 3 Type your password in the Password box.
4. 4 Tap Access Account.

If you see "Your account has been deactivated", your login still exists but has been switched off — an admin can turn it back on under Users.

Signing in with a PIN

Below the login button there is a Fast Login section with a Login with PIN button. That opens a keypad headed Enter PIN.

A PIN is a short 4 to 6 digit code that stands in for the email and password. It is meant for the counter, where typing an email address twenty times a day is not practical.

Tap the digits, then tap Unlock System. Clear wipes what you typed and Delete removes the last digit.

You can also type the PIN on a keyboard — Enter unlocks, Backspace corrects.

Switch to Email Login takes you back to the normal login screen.

A PIN is as powerful as the password of the person it belongs to. Give every member of staff their own PIN and never write it on the till.

Who has a PIN

Users → Add User

Every user has one. The PIN is set when the user is created, in the box labelled PIN (4-6 digits), and it must be different for every user — the software refuses a PIN that is already taken.

That is what makes the PIN pad safe to use: the PIN alone identifies the person, so the order, the shift and the cash-up are all recorded against the right name.

One till, several people

On a busy counter one screen is usually shared. The person who is serving taps their own PIN, does their work, and taps the door icon to log out when the next person takes over.

Every order records who rang it up, so the Order History and the Sales Report can be read one cashier at a time.

If you use waiter shifts, staff do not even have to log in and out — see the Waiter shifts chapter, where a waiter simply starts a shift with their PIN on the counter screen.

Where you land after signing in

Most people land on the Dashboard, which shows today's sales, today's orders, how many tables are occupied and what is low in stock.

A rider always lands on the rider portal instead, because that is the only screen they need.

Staff whose role cannot see the Dashboard — a waiter, for example — land straight on the POS Terminal, so nobody is shown the day's money who is not meant to see it.

Changing your own PIN or password

The pencil icon beside your name at the bottom of the sidebar opens your own profile — its tooltip reads Edit Profile (Change PIN/Password).

Change the PIN or type a new password there and tap Update User. Leaving the password blank keeps the one you already have.

Change the PINs that came with the software the day you go live. The demo accounts ship with obvious ones.

Signing out

The door icon at the bottom of the sidebar signs you out and returns you to the login screen.

Sign out whenever you walk away from a shared counter. Anything done on your login is recorded as done by you.