Staff, roles and devices
Each staff member gets their own login. Their role decides what they can see and do — a salesman can sell without seeing purchase rates or profit. Every bill shows who made it.
Add a staff member
- Go to Settings → Staff.
- Easiest: tap Invite by link, type their name (mobile and email are optional) and tap Create link. Send it with Send on WhatsApp or copy it. They open it and choose their own password.
- Or tap Add staff: type their name, Mobile number (login), a Temporary password and their role. Tell them the number and password — they set their own password at first login.
Tips
- An invite link works once, for 7 days.
- If the number already has a Zevox login, send an invite link — they accept it with their own password.
- Staff left? Tap Disable next to them. They are logged out everywhere; their bills stay.
- Staff forgot their password? Tap Reset password and give them a new temporary one.
Roles and permissions
Ready-made roles: Owner, Manager, Salesman, Purchaser, Accountant and Order Booker. You can change what each can do, or make your own.
- Go to Settings → Roles.
- Open a role, or tap New role (or Copy as new role to start from an existing one).
- Tick what this role may do — e.g. give discount, sell on udhar, change rates, see purchases.
- Tap Save role. It applies from the staff member's next action.
Tips
- Permissions with a lock ask for the PIN when Ask for PIN on sensitive screens is on.
Approve a new phone or computer
With Staff need owner approval on a new phone/computer on (Settings → Bills & rules → Security), a staff member's new device waits for you.
- Go to Settings → Devices.
- Find the device marked Waiting and tap Approve.
- Lost or old device? Remove it — it is logged out and must be approved again.
Common problems
- “This shop's plan allows no more…”
- What to do: Your plan has a limit on users or devices. Disable or remove an old one, or upgrade.
- A role can't be deleted
- What to do: Move its staff to another role first.