Team Management: Streamlining Store Operations
Overview
This article walks you through creating teams, setting permissions, and leveraging teams for efficient store management.
1. Why Team Management Matters
Centralized team structures help:
✔ Assign clear responsibilities (e.g., cashiers, managers, inventory staff)
✔ Streamline shift scheduling with POS shift profiles
✔ Control access through role-based permissions
✔ Improve accountability with team-based reporting
2. Creating a New Team
Step 1: Access Team Management
Navigate to: Home > Retail > Store Operations > Teams
Click Add Team
Step 2: Configure Core Settings
Step 3: Add Team Members
Click Add Row in User Details section
Select users from dropdown
Assign roles via Roles and Permissions tab
Critical:
Teams requires a minimum of 2 members.
Critical:
The system will warn if roles aren't assigned.
3. Key Team Features
A. Role-Based Access Control
Predefined roles: Cashier, Manager
Customize permissions:
Transaction limits
Discount approval thresholds
Inventory access
The image below displays Pepper Potts’s user card which indicates that she has been assigned the role of a Cashier.
The image below displays Tony Stark’s user card which indicates that he has been assigned the role of a Manager.
Based on the permissions assigned to these roles, these users will have different levels of access to the application.
B. Shift Management
Link teams to POS Shift Profiles for automatic schedule enforcement
View active team members during live shifts
C. Multi-Location Support
Assign teams to specific:
Warehouses
Checkout counters
Department zones
4. Implementing Teams at POS
Scenario: Day shift handover
Manager: Starts shift via POS login (team auto-detected)
Cashier: Processes sales under team permissions
System: Tracks all transactions by team/user
5. Best Practices
✅ Naming Conventions: Use location-shift format (e.g., "WEST-STORE-AM")
✅ Regular Audits: Review team performance monthly
✅ Cross-Training: Assign multiple roles per user for flexibility
✅ Documentation: Maintain team structure charts
Troubleshooting
Here’s a quick look at some common issues you might run into.
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