Inviting Staff

• Overview
• Sending an Invitation
• Invitation Status
• Cancelling an Invitation
• What Staff Members See
• PIN Login for POS
• Next Steps

Overview#

OXOCO uses an invitation system to add staff members. Each staff member gets their own login credentials and role-based permissions.

Sending an Invitation#

1. Navigate to Staff > Invitations in the admin panel
2. Click Invite Staff Member
3. Fill in the details:
   • Email Address - Where the invitation will be sent
   • Name - The staff member's display name
   • Role - Admin, Manager, or Staff
4. Click Send Invitation

The staff member will receive an email with a link to set up their account.

Invitation Status#

Cancelling an Invitation#

If you need to revoke an invitation before it's accepted:

1. Go to Staff > Invitations
2. Find the pending invitation
3. Click Cancel

What Staff Members See#

When a staff member clicks the invitation link, they will:

1. See a welcome page with your business name
2. Create a password for their account
3. Be redirected to the admin panel with their assigned role

PIN Login for POS#

Staff members can also log into the POS using a PIN code:

1. Each staff member can set a 4-6 digit PIN in their profile
2. At the POS, tap Switch User or Clock In
3. Enter the PIN to access the POS with their permissions

Next Steps#

• Roles & Permissions - Understanding access levels
• Time Tracking - Clock in/out and shift reports