Manage Staff

Add employees to the BackOffice Staff List to enable them to clock in and out and run sales at the register. Employees can be assigned register manager privileges to allow them to perform additional register functions, such as opening and closing register shifts. Employees can also be assigned a BackOffice login for additional permissions, such as access to manage inventory and view reporting. Edit employees to configure their permissions and update contact details or delete employees to remove them from the Staff List and revoke their access.

Table of Contents

Add Employees

Add employees in BackOffice to grant them access to the register and optionally to BackOffice. With a unique register code, employees can clock in and out, run sales, and perform other cashier or manager functions. Visit our FAQ for answers to common questions about managing staff.

  1. In BackOffice, click 'Staff' and select 'Staff List'.
  2. Click 'Add Staff'.
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  3. Fill in the 'Employee Details' and 'Register Access' fields.
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    First / Last Name | Name of the employee.
    Email (optional) | Email address used to contact the employee.
    Phone (optional)| Phone number used to contact the employee.
    Register Code | 4-digit code that allows the employee to clock in and out and sign into the register.
    Role | Select ‘Cashier’ or ‘Manager’. Cashiers can run sales, returns, and perform other cashier functions at the register. Managers can perform cashier functions and manager functions, such as opening the register shift and cash drawer.

  4. (Optional) Give BackOffice access to the employee.
    • All employees with BackOffice access can log into the ShopKeep Pay app to tender and close out existing saved sales and to run new sales.
    • On the Android ShopKeep Register app, staff with BackOffice access can view all settings on the Setup screen.
    a Toggle ‘BackOffice Access’ on.
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    b Enter a ‘Login Email’ and ‘Password’.
    The employee will use these credentials to sign into BackOffice.
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    c Select a role with predetermined permissions or set up custom permissions to control what the employee can access in BackOffice.
    Depending on your current pricing package, there will be either a ‘Role’ drop-down or a customizable ‘Permission List’.
    • If there is a Role drop-down, select from ‘BackOffice Manager’ or ‘Receive Inventory’.
    BackOffice Manager | Employee will be able to access most BackOffice features and create and edit inventory and item shortcuts in the ShopKeep Register app.
    Receive Inventory | Employee will be able to only add and receive inventory in BackOffice. Learn how Receive Inventory users experience BackOffice here.
    • If there is a Permission List, check or uncheck boxes to allow or deny the employee access to specific BackOffice features. Links to areas the employee cannot access will be hidden from the BackOffice navigation. Employees will be able to create and edit inventory items and item shortcuts in the ShopKeep Register app if given the relevant permissions. Specific permissions can only be granted or revoked by the Business Owner or employees with those permissions.
    If the ‘Permission List’ is not available, click ‘Upgrade’ to upgrade your current pricing package to use this feature.
    Reports | Control which reports on the ‘Reports’ menu can be run.
    Click to learn what each permission in the ‘Reports’ section controls.

    Items | Control which features on the ‘Items’ menu can be accessed.
    Click to learn what each permission in the ‘Items’ section controls.

    Staff | Control which features on the ‘Staff’ menu can be accessed.
    Click to learn what each permission in the ‘Staff’ section controls.

    Customers | Control which features on the ‘Customers’ menu can be accessed.
    Click to learn what each permission in the ‘Customers’ section controls.

    Marketing | Control which features on the ‘Marketing’ menu can be accessed.
    Click to learn what each permission in the ‘Marketing’ section controls.

    Settings | Control which features on the ‘Settings’ menu can be accessed.
    Click to learn what each permission in the ‘Settings’ section controls.

    Invoices | Control if invoices can be viewed or edited. These permissions are only available to accounts with Invoices enabled.
    Click to learn what each permission in the ‘Invoices’ section controls.

    Integrations | Control which features on the ‘Integrations’ menu can be accessed.
    Click to learn what each permission in the ‘Integrations’ section controls.

  5. Click 'Save' to create the new employee.
  6. Get updates in the iOS or Android register app to apply the changes.

    If you receive an error while getting updates, visit our troubleshooting guide for help.

Having issues adding staff? Check out our troubleshooting guide for solutions.

Edit and Remove Employees

Edit an employee to change their register code, update their contact details, or modify their register or BackOffice permissions. If an employee leaves the business, delete them so they can no longer access the register or BackOffice.

  1. In BackOffice, click 'Staff' and select 'Staff List'.
  2. Select an employee.
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    If employees appear to be missing, visit our troubleshooting guide to learn why.
  3. To edit the employee, make changes and click 'Save' to save.

    Changing the name or email of an employee will also update this information in some historical reporting. To learn more, visit the article for a specific report from our BackOffice support page.

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  4. To remove the employee, click ‘Deactivate’, then select ‘Continue’.
    • Deactivated employees will no longer be able to sign into BackOffice and, after completing step 5 below, the ShopKeep Register app.
    • Deactivated employees will be automatically signed out of ShopKeep Pocket the next time they launch the app. To revoke access to ShopKeep Pay, a deactivated employee must manually delete the app.

  5. Get updates in the iOS or Android register app to apply the changes.

    If you receive an error while getting updates, visit our troubleshooting guide for help.

Employee Settings

Restrict a cashier’s abilities by requiring manager verification to void saved sales at the register.

  1. In BackOffice, click 'Staff' and select 'Staff List'.
  2. Check the box to require verification.
  3. Click 'OK' to save changes.
  4. Get updates in the iOS or Android register app to apply the changes.

    If you receive an error while getting updates, visit our troubleshooting guide for help.

    A manager must now enter their register code when a cashier voids all or part of a saved sale.
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Employee Privileges

An employee’s privileges depend on their role within ShopKeep. Let’s look at the different levels of employee access in BackOffice and at the register.

BackOffice

There are multiple levels of BackOffice users, each with the ability to access and perform different actions. Learn below about what each type of user can see and do.

Available BackOffice user types will vary depending on your current pricing package. To learn what types of users you can create, follow the steps above to add an employee.

Business Owner
The Business Owner login is the email address originally used to create the ShopKeep account. The Business Owner can view every area of BackOffice and can Manage Items, Edit Shortcuts, and update Receipt & Tip Settings in the ShopKeep Register app. The Business Owner can also sign into the ShopKeep Pocket and ShopKeep Pay mobile apps.
BackOffice Manager
BackOffice Managers are a type of BackOffice user set up by the Business Owner. BackOffice Managers can access most areas of BackOffice including: all Reports, Items, Staff*, and Customers menus, and the Marketing Dashboard.

BackOffice Managers can also access select options on the Settings menu including: Taxes, Discounts, Tenders, Inventory, Label Printing, Overtime Settings, General, Printers

*BackOffice Managers see a limited version of the Staff List and cannot access multi-location features. They also have access to create and edit inventory items and item shortcuts in the ShopKeep Register app and sign into the ShopKeep Pocket and ShopKeep Pay mobile apps.

Receive Inventory
Receive Inventory Users are another type of BackOffice user set up by the Business Owner. They are able to use only specific inventory features in BackOffice. These users can access:

Update Inventory – Add/Receive

*Receive Inventory Users can also sign into the ShopKeep Pay mobile app.

Custom Permissions
For BackOffice users with custom permissions, the areas of BackOffice the employee will be able to access are chosen when adding them to the Staff List. At the register, these employees can access the Item List and Item Shortcuts page if they have the relevant permissions. Employees with custom permissions can also sign into the ShopKeep Pocket and ShopKeep Pay mobile apps. Learn about the specific permissions available for employees with custom permissions here.

Register

There are two kinds of register users: Cashiers and Register Managers. Learn below what each type of user can see and do on the ShopKeep Register.

If given BackOffice access as a BackOffice Manager or Custom User with the relevant permissions, employees will be able to create and edit inventory and item shortcuts on the ShopKeep Register app. On the Android ShopKeep Register app, employees with BackOffice access will also be able to view all settings on the Setup screen.

Cashier
Assign a Register Code to an employee on the Staff List and select the ‘Cashier’ role so they can run sales at the register. Cashiers can view the New Sale and Saved Sales screens, access the Sales History screen, run a Register Shift Report, and use all cashier controls on the Main Menu.

Register Manager
Select the ‘Manager’ role while setting up an employee to allow them to perform manager functions at the register. Register Managers can open and close register shifts, process pay ins and payouts, and access all cashier and manager controls on the Main Menu.

What's Next?

After setting up some employees, it’s time to move on to other related topics. Learn how employees clock in and out, view overtime, double time, and total hours worked, and track sales by individual employee.

Time Clock
Employees clock in and out so the Business Owner and BackOffice users with access to the Time Clock report can track their hours worked. Visit our Time Clock article to learn how to record a clock punch at the register and run the Time Clock report in BackOffice.

Labor Tracking Report
The Labor Tracking Report allows management to monitor each employee’s overtime, double time, and total hours worked in one report. Learn more in our Labor Tracking & Overtime Settings article.

Sales by Employee
Keep track of each employee’s sales and compare sales performance between employees over time. Visit our Sales by Employee article to learn how to run this report.