How to add staff?

Follow these steps to add staff on your Zobaze business account

1. Open Menu bar on the left

2. Tap on Staff Management

3. Tap the + symbol at the bottom

4. Enter the Staff Name, Staff Email and set the desired roles and permissions

5. Tap on the Save button at the top right corner

Roles and Permissions

Zobaze allows you to customize your permissions. We have given 4 types of permissions to help you quickly add your staff to app .

1. Partner : when you have a business with two owners. By enabling as partner, he will by default have access to all admin permissions .

2. Manager : is the one who will manage store for you. He will have less permissions than admin.

3. Helper : is your staff or anyone with least permissions.

4. Custom : By selecting here, you can give customized permissions.

These are other options you get on the permissions. Scroll down to learn more about them:

• Receipt Management

• Sales Counter Permissions

• Item / Inventory Management

• Customer Management

• Analytics and Reports

• Expense and Income Management

Receipt Management

1. Create Receipt : If enabled, can create receipts

2. Edit Receipt : If enabled, can edit the receipt information

3. Return Receipt : If enabled, can have access to do return receipt when a customer returns item to shopkeeper.

4. View Receipt : If enabled, staff can view receipts of other staff members.

5. Admin : If enabled, that person will be able to do all of the above stuff with modification, deletion of receipts.

Sales Counter Permission

1. Discount : If enabled, the person or staff can give discount to customers.

2. Gift : If enabled, the person can give items as gift to customers at counter.

3. Free : If enabled, the person can give free items to customers.

4. Add Charges : If enabled, the person will be able to add extra charges to the customer while checkout at counter (ex- Packing charges, Service charges etc).

5. Give Credit : If enabled, he can use the store credit option in counter.

Item / Inventory Management

1. View Only: If enabled, can only view the item / inventory , no edit or delete permission will be given.

2. Create : If enabled, can create category and items.

3. Admin : If enabled ,can do all sorts of modification, deletion to the inventory provided in the app.

Customer Management

1. View Only: If enabled, can only view registered customers.

2. Create : If enabled, can add new customers.

3. Admin : If enabled, can do all sorts of modification, deletion to manage customers.

Analytics and Reports

1. View Reports : If enabled, can view report in reports page.

2. Manage Staff : If enabled, can add, manage, edit, delete the staff.

Expense and Income Management

1. Add Expense : If enabled, can only add store expenses.

2. Modify Expense : If enabled, can modify the expenses.

Staff invitation

Your staff will receive an email invitation from Zobaze. Once your staff accepts the invitation, he/she can install Zobaze app and join your business account.

Staff cannot join your business account

In case your staff has accepted the invitation but cannot see your business account. Please ask the staff to open the Menu bar on the left and check for your business icon on the top near the + symbol.

If your business account is still not visible on your staff's app, please remove the staff and send a fresh invitation.