Platform

ARTICLES IN THIS SECTION

Hidden Monieconnect App How to Apply Time Zone PreferenceHow to Upload / Update a Business Logo How to Update Business Category & SubcategoryHow to Change Business NameHow to Add a New BusinessActivity Log – How to Monitor Staff ActivitiesHow to Add a Custom Role: Is the Staff PIN the Same Across Terminals/Branches?How to Delete / Remove a Staff MemberHow to Edit / Regenerate a Staff PIN How to Edit a Staff Member / Edit Staff NameHow to Add a Staff Member (incl. Cashier)Does a Branch Also Count as a Separate Subscriber?Branch Switching Between RegistersHow to Delete a BranchHow to Edit a BranchHow to Add / Classify a BranchBranch Classification (Sales vs Inventory)What is a Branch? Register PIN Not WorkingRegister Not Loading / Blank RegisterHow to Unpair a RegisterHow to Pair a Web RegisterHow to Pair a Register on the Moniepoint P8/M4 TerminalsWhat is a Moniebook Register?

How to Add a Custom Role:

  1. Go to Settings → “Roles & Permissions”
  2. Click “Add Role” on the top right
  3. Type in the Role Name (use a new name that is not part of the default roles)
  4. Toggle right to give Full Access, or navigate each Permission Type to add/remove permissions
  5. Go back to Staff, click the staff member and edit them to the new role

View / Edit / Delete a role: Settings → Roles & Permissions → click the 3 dots on the role → View, Edit (then “Update Role”), or Delete (then confirm).