Managing Your Store

Adding a staff member

On the Yoco App, you can keep track of who is transacting with your card machines, how much they’re selling, and view their sales details.

You can add and manage your staff’s access to the Yoco card machines easily, via the Yoco App, or on the
Business Portal. Follow the instructions below on how to add a staff member:

Yoco App  Business Portal
    1. Select the MORE tab (located on the far right of the navigation bar).
    2. Under MANAGE MY STORE, select STAFF.
    3. On the next screen, select ADD (located on the top right). 
    4. Enter your staff member’s first name, last name, email address, mobile number, and select the permission set that you'd like to give the staff member.

      The preset permission options (User Type) are as follows:

      • Staff Member
      • Supervisor
      • Manager
      • Administrator
      • Custom

    5. Once you've selected the permission set, select INVITE STAFF MEMBER.

Your staff member will then receive an invite, either via email or SMS, which will include their new login details for the Yoco mobile App.

Should the staff member download the App on a new device, they should take care not to select Sign Up, as this will prompt them to create a brand new account. Rather select Login and use the login details provided in their original invite email or SMS.

 Want to set up staff switching? Follow our step by step guide here

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