Managing Cashier Accounts and Shifts
How to add and manage cashier accounts in AskBiz POS, set PINs, assign branch access, control permissions, and review each cashier's shift performance.
Key Takeaways
- Each cashier gets a personal account with a PIN — every sale is attributed to the correct person.
- Staff roles (cashier, inventory, manager) control what each person can see and do at the till.
- The Staff page shows last login date so you can quickly see who has been active recently.
- 2 of 2 seats currently used — add more seats from the Staff page if your team grows.
Your current staff setup
The Staff page under Operations shows every cashier account on your plan. In this account: Lee cashier is set up as a cashier role at the town branch with a PIN set and last logged in 02/06/2026, and james is set up as inventory role at the town branch with a PIN set and last logged in 30/05/2026. The page shows '2 of 2 seats used' — your current plan allows two staff members. The '+ Add seats' link takes you to the upgrade flow if your team grows.
Adding a new cashier account
Click the '+ Add seats' link or contact AskBiz support to expand your plan, then use the Staff section to create the new account. Enter the cashier's name, assign a role (cashier, inventory manager, or admin), and select which branch or branches they can access. The system generates a temporary PIN which the cashier should change on first login. Each cashier's PIN is their identity at the till — it attributes every sale, refund, and discount to that person.
Setting and changing PINs
A green 'PIN set' badge next to a staff member's name confirms they have an active PIN. If a cashier forgets their PIN, click Edit on their account and reset it. The audit trail records PIN changes with a timestamp (you saw this earlier in the Audit Log: 'STAFF.PIN CHANGED - PIN changed - 31 May 11:49'). Require cashiers to use a PIN that isn't an obvious number — this prevents other staff from processing sales under the wrong account, which would distort your performance data.
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See this in action for your business
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Start for free →Understanding staff roles and permissions
AskBiz has three main roles. The cashier role allows processing sales, applying discounts up to their limit, and closing their own till session. The inventory role adds the ability to adjust stock levels and add new products — as seen with james. The admin or manager role has full access including viewing all reports, processing refunds above the cashier limit, and editing staff accounts. Assign the minimum permissions needed for each person's job to maintain proper access controls.
Reviewing cashier shift performance
At the end of each day, go to Operations > Reports > Staff performance. This report shows each cashier's name, total sales count, total revenue, and average sale value for the selected period. Comparing these figures across your team reveals which cashiers are converting more sales and upselling effectively. If one cashier's Avg sale is significantly below the team average, this might signal a need for product knowledge training or coaching on suggesting complementary items.
Deactivating a cashier who has left
When a staff member leaves, click Deactivate on their account in the Staff page. Their account becomes inactive immediately — they can no longer log in at the till. Their historical sales data is preserved in your reports under their name, so past performance isn't lost. If you later want to reactivate the account (e.g. a seasonal worker returning), click Edit and toggle their status back to active. Deactivating rather than deleting ensures your historical data stays intact.