Staff Access and Authority

When it comes to your daily activity, each staff member should ideally use Pointa under their own personal login. This means to set your staff up as a ‘Pointa User’.

This makes sales, cash movements, register opening/closing, customer records, and staff actions easier to trace.

In practice, many businesses leave one front-desk user signed in all day because it is faster. That is convenient, but it reduces accountability.

A good middle ground for shared front-desk computers is to use individual staff logins with the automatic lock time set up, forcing a pin or password to be used to continue access.

Pointa Users

A staff member can only sign in if they are set up as a Pointa user.

To give a staff member access:

1. Go to Staff.

2. Select the staff member.

3. Edit the staff member.

4. Tick Pointa user.

5. Enter a valid email address.

6. Set the staff member’s authority level.

7. Save changes.

When Pointa access is granted, Pointa sends an invite email (if needed). The staff member follows the email link to create their password.

If the invite has not been accepted, the staff list can show the email as unverified. Managers can use Resend invite.

Invite links are configured to last 24 hours. If an invite has expired, resend the invite or ask the staff member to use the password reset process.

Authority Levels

Pointa has four authority levels:

Default

• Can access standard features for day-to-day operations.

• Cannot force park all open sales.

• Cannot access reports.

• Cannot make on-account payments.

• Cannot override item sale prices.

• Cannot create or manage staff or rosters.

• Cannot access Pointa settings.

Shift Manager

• Can do everything Default can do.

• Can force park all open sales.

• Can access basic sales and cash-up reports only.

• Cannot make on-account payments.

• Cannot override item sale prices.

• Cannot create or manage staff or rosters.

• Cannot access Pointa settings.

Manager

• Can do everything Shift Manager can do.

• Can access all reports.

• Can make on-account payments.

• Can override item sale prices.

• Can create and manage staff and rosters.

• Can access and configure Pointa settings.

• Cannot access administrator-only settings, such as integrations.

Administrator

• Can do everything Manager can do.

• Can access all features and settings.

• Can configure app integrations, such as Stripe, Windcave, Mailchimp, webhooks, and Xero.

• Can manage all user roles and permissions.

A user cannot assign a staff member a higher authority level than their own.