Support topic
Staff & the staff portal
Add staff, set roles and PINs, and run the staff portal.
12 articles · 10 guides · 2 quick answers
Guides 10
- How do I add a staff member?Add a staff 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, and the two one-screen logins, Door and Kitchen.
- 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?Set up a tablet or phone for the staff portal once — a code or an owner sign-in — choose whether it gets the venue's alerts, and add the ResoFlow Staff app.
- How do staff sign in with a PIN?Staff open the shared portal link on a paired device, tap their name and type their 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, bottom buttons and sessions from the staff 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.
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