Staff & the staff portal
Add staff, set roles and PINs, and run the staff portal.
12 articles
How do I add a staff member?
Add a team member with a role and a one-time PIN, then hand over their sign-in details or email them a set-your-PIN link.
What can each role do?
What the four built-in roles — Owner, Admin, Manager and Host — can and can't do by default.
How do I create custom roles or tweak permissions?
Edit what each role can do, build up to five custom roles, and override permissions for an individual staff member.
How do I set up a device for the staff portal?
Pair a tablet, front-of-house device or computer to the staff portal with a one-time owner sign-in so staff can then use their PINs on it.
How do staff sign in with a PIN?
Staff open the shared portal link on a paired device and type their personal PIN — plus what happens on wrong PINs and lockouts.
How do I reset or change PINs?
Reset a staff member's PIN, let staff change their own, and set your PIN length and expiry policy.
What do staff see in the portal (vs my dashboard)?
The staff portal shows the same pages as your dashboard, trimmed to each person's plan and permissions — blocked items are hidden entirely.
How do staff set their own theme and notification preferences?
Each staff member personalises their theme, clock, contact details, notifications and sessions from My profile in the portal.
How do approvals with a manager's PIN work?
Money actions like refunds can be approved at the venue with a manager's PIN instead of a password — including a special approval-only PIN for the owner.
How do I rotate the portal link, revoke a device or lock the portal?
Regenerate the staff portal link with a grace period, disable the portal in an emergency, revoke paired devices and clear PIN lockouts.
Still stuck?
Ask Rezo and get an answer on the spot — or email [email protected].