How to set up a PIN

Use a Storepass PIN when staff need to switch between user accounts inside Point of Sale. The PIN is saved on the currently signed-in Storepass user account.

Each staff member who will use PIN-based account switching should sign in as themselves and set their own four-digit PIN from Account > Set Pin.

• Set a four-digit PIN for the current Storepass user.
• Use the PIN later when switching staff accounts in Point of Sale.
• Update the PIN by returning to the same page and saving a new one.

Before starting

1. Sign in as the staff member who needs the PIN.
2. Make sure the user is connected to the correct store.
3. Choose a four-digit PIN the staff member can remember.

Set the PIN

1. Go to Account > Set Pin.
2. Enter the four-digit PIN in PIN.
3. Enter the same four-digit PIN in Confirm PIN.
4. Click Set PIN.
5. Wait for the success message.

The PIN and confirmation must match. Storepass only accepts four characters in the PIN fields.

Use in Point of Sale

1. Open Point of Sale.
2. Use the staff account switcher in the POS header.
3. Select the staff member account.
4. Enter that staff member's four-digit PIN.
5. Confirm the switch before continuing the sale.

Review

• PIN does not work: Have the staff member sign in to Storepass and set the PIN again from Account > Set Pin.
• Wrong staff member is selected: Switch accounts again before completing the POS transaction.
• Staff member is missing from POS: Review their staff account and Point of Sale permission in Account > Staff.