User Management (staff and customers)

Recommended setup order

1. Overview - you are here.
2. Staff - create and manage employee accounts and access context.
3. Customers - maintain registered customer profiles and details.
4. Guest Customers - review guest-checkout customer records.
5. Customer Groups - segment customers for offers and reporting.

Staff

Menu path: Staff

Add and maintain employee accounts: names, roles, login details, and which locations they can access. Roles (see Security) decide what each staff member can open in admin and POS. Deactivate users who leave rather than sharing passwords.

Full guide: Staff.

Customers

Menu path: Customers

Search the customer database: profiles, contact info, order analytics (where your plan includes it), loyalty balance, and groups. Add customers, view read-only profiles, or edit details from the list.

Full guide: Customers.

Guest Customers

Menu path: Guest Customers

Review guest checkout profiles - contact details captured when someone orders without a full Customers account. Search, filter by status, and export to CSV for support or reporting.

Full guide: Guest customers.

Customer Groups

Menu path: Customer Groups

Create segments (VIP, corporate, staff discount group) to drive pricing, promotions, or reporting. Assign registered customers to groups for campaigns and promo codes.

Full guide: Customer groups.

Tips

• Treat personal data according to privacy policy: only export or share what policy allows.
• For access problems, Staff + Roles are usually corrected together-see Security.