You can add and manage staff easily via the mobile app or on the Business Portal.
Here's how to add a staff member, on the Yoco mobile app:
- Select the MORE tab (located on the far right of the navigation bar).
- Under MANAGE MY STORE, select STAFF.
- On the next screen, select ADD (located on the top right).
- 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:
- 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 not select Sign Up, as this will prompt them to create a brand new account, but rather to select Login and use the login details provided in their invite email or SMS.