Staff Permissions and Business Account Roles
Learn how to assign business account roles (permissions) to staff who log in to Receipt Roller. You can grant permissions suited to each person's role, such as store manager, POS admin, or SNS admin.
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.
Adding and Managing Store Staff
An explanation of how to add, edit, and deactivate store staff. Covers everything from registering staff information to assigning staff across multiple stores.
Staff Chat Overview and Quick Setup
An overview of ReceiptRoller's built-in staff communication feature, covering announcements, 1-on-1 messages, group threads, sign-up, and owner/store manager moderation. A one-screen guide to getting started.
Moderating Staff Communications
Explains how business account owners and store managers can review and manage staff communications using the moderation feature — closing threads, deleting inappropriate messages, and exporting CSV files for compliance.
What Is Reservation Management
An overview of ReceiptRoller's reservation management feature. Explains the basics of how staff register bookings, view the timeline, and send automatic notifications.
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.
Sending Announcements and Confirming Read Status
Explains how owners and store managers can broadcast one-way announcements to staff — how to choose recipients (all staff, by store, or individually), pinning, expiration, and checking read status.
Staff Permissions
Details the permissions of the Staff role in ReceiptRoller. The minimum-privilege role for register duty and floor staff, limited to viewing today's transactions and issuing receipts (available on the Free plan).
Square Staff Data and Receipt Roller Staff Data Mapping
Explains how Square Team Members are linked to Receipt Roller's staff data (StaffDto). Covers how to use manual linking, the logic for resolving who is attributed to a transaction, and the key fields in the Team Member API.
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.
Smaregi Staff Data and Receipt Roller Staff Data Mapping
Explains how Smaregi staff master data is converted into Receipt Roller's staff data (StaffDto), field by field. Covers the name-splitting logic for staffName, the staffCode to EmployeeNumber mapping, and how displayFlag controls skipping of hidden staff.
Store Help Index (Store DX, Digital Receipts, Reservation Management, Retail Media)
This is the ReceiptRoller store help index. It organizes every help article you need for store DX into three categories: customer touchpoints (store app platform, digital receipts, reservation management, retail media including media displays, coupons, CRM, social media management, and AI agent integration), store operations (store data, product management, e-commerce integration, OMS, WMS, shelf analytics, sales analytics, and staff), and account & extensions (getting started, roles and permissions, and the developer API).
Creating 1-on-1 and Group Threads
Explains how to create 1-on-1 messages and group threads for staff-to-staff communication, including adding/removing participants, editing and deleting messages, and archiving threads.
Customer Data Management
Centrally manage customer profiles, visit history, and purchase records. Search, tagging, and notes let all staff quickly check up-to-date customer information.
Creating Reservations and Acceptance Settings
Explains, with annotated screenshots, how staff register reservations, configure acceptance rules and slot duration, prepare available slots, and set up the customer-facing reservation page.
Order Management (OMS) Overview
An overview of ReceiptRoller's OMS (order management system). It consolidates orders from multiple channels — Web, POS, B2B EC, Shopify, Amazon, and more — into a single view, tracking the full lifecycle from order to shipment to completion.
What is Product Information Management (PIM)?
An overview of ReceiptRoller's PIM (Product Information Management) feature. Explains centralized product data management, variations, search, and Square integration.
Unified Inbox (DM Management)
The unified inbox lets you view and reply to DMs from multiple social channels, including Meta, Instagram, X, and LINE, in a single screen. It also supports per-platform filters and a list of conversation history.