Fleksa
How-To Guides

How to Add Staff Members

Step-by-step guide to adding and managing staff in your Fleksa restaurant portal

How to Add Staff Members

Add employees to your restaurant so they can log into the POS, manage orders, and access the partner portal with appropriate permissions.

You need Manager or Owner permissions to add new staff members.

Adding a New Employee

Log into the Partner Portal and click Employees in the sidebar.

Click "Add Employee"

Click the Add Employee button in the top-right corner.

Enter Employee Details

Fill in the required information:

FieldDescription
NameEmployee's full name
EmailUsed for partner portal login
PhoneContact number
RoleSelect from Owner, Manager, or Staff

Set POS PIN

Create a 4-digit PIN for POS login. Each employee needs a unique PIN to:

  • Clock in/out on the POS terminal
  • Be identified on orders and transactions
  • Access features based on their role

Keep PINs confidential. Each staff member should have their own unique PIN — never share PINs between employees.

Assign Permissions

Based on the role selected, permissions are automatically applied:

PermissionStaffManagerOwner
Take ordersYesYesYes
Process paymentsYesYesYes
Issue refundsNoYesYes
View reportsNoYesYes
Manage employeesNoYesYes
Change settingsNoNoYes

Save and Confirm

Click Save to create the employee account. They can now:

  • Log into the POS with their PIN
  • Access the partner portal with their email (if given portal access)

Editing an Employee

  1. Go to Employees in the partner portal
  2. Click on the employee's name
  3. Update their details, role, or PIN
  4. Click Save

Deactivating an Employee

To remove access without deleting the employee record:

  1. Go to Employees
  2. Click the employee
  3. Toggle Active to off
  4. The employee can no longer log in