Staff Sync via Square Integration
Explains how stores connected to Square POS can sync Team Member information bidirectionally with ReceiptRoller — job assignments, pay rates, assigned stores, owner permissions, and more, kept aligned with Square.
Registering Staff Information
Learn the steps to register a new staff member, from the list screen through basic info, assigned store, HR info, additional roles, emergency contact, and saving, with screenshots.
Editing Staff Profiles and Photos
Learn how to update a registered staff member's profile photo, contact info, assigned store, employment status, and HR information, with screenshots.
Creating Shifts and the Weekly Calendar
Learn how to open the weekly shift calendar for each store, assign staff to a store, switch between weeks, and create and edit shifts, with screenshots.
Staff Permissions and Business Account Roles
Staff who log in to the dashboard are given business account roles and store roles. Covers the difference between staff records and members, the roles, and how to invite and change them.