Create a staff account

Running a shop solo doesn’t scale — at some point you need a cashier at the counter. This guide shows how to create a staff account so your cashier can log in and start selling. BANA doesn’t send email invitations yet — you set the password yourself, then tell your staff what it is. They change it after their first login.

Before you start

• You’ve completed the account setup and are logged in to the admin dashboard as the owner
• You know who you’re adding — their name, email, phone, and what role they need (Cashier, Manager, etc.)
• Pick a temporary password you’ll share with them. They’ll change it after logging in

Navigate to employees

Step 1: Open the employee list

From the dashboard sidebar, expand Merchant / Employee and click Employee. The list shows every staff account you’ve created for this organization. If you just finished setup, only your owner account is listed — or the list is empty if the owner account sits at the organizer level.

Step 2: Click Create

Click the Create button in the top-right corner to open the employee creation form.

Create the account

Minh hires Hùng as a cashier at Cà Phê Sài Gòn. He creates Hùng’s account with basic details, then gives him the Cashier role and access to the shop.

Step 3: Fill in personal details

Enter Hùng’s information at the top of the form:

• First Name — Hùng
• Last Name — Phạm
• Username — hung.pham (or any unique handle — this is what Hùng types at login alongside his password)
• Email — [email protected]
• Phone — Hùng’s mobile (Minh enters 0901234567). You can add a second number later by clicking Add in the Phone field
• Password — a temporary password you’ll share with Hùng. Tell him to change it after he logs in; the eye icon lets you briefly view what you typed to double-check
• Status — leave on Activated so Hùng can log in immediately

Step 4: Assign role and shops

Scroll down to the assignment fields and pick where Hùng works and what he can do:

• Merchants — pick every shop Hùng should access. Minh picks Cà Phê Sài Gòn. You can pick more than one for staff who work across locations
• Role — pick one or more roles. For a cashier who only runs the POS, pick Cashier. For a shift lead who also handles inventory, add Manager too

Click Save. BANA creates Hùng’s account and opens his profile page.

What you created

Your team now has a cashier account:

Staff	Role	Shop	Status	How they log in
Hùng Phạm	Cashier	Cà Phê Sài Gòn	Activated	Username hung.pham + the password you assigned

After Save, BANA opens Hùng’s profile page and his row appears on the employee list (Merchant / Employee > Employee). Share his username and the temporary password with him — once he logs in, remind him to change the password from his profile menu.

What’s next

1. Hand off the credentials — tell Hùng his username and the temporary password (in person or on your secure channel; don’t send the password in plain email or chat logs you don’t control). Ask him to change it after first login.
2. Add more staff — repeat Steps 2–4 for each teammate. Assign different roles as needed (Manager for shift leads, Administrator for back-office users).
3. Start selling at the POS — with your cashier set up, open the POS and process your first sale.