We'll start on your default Back Office menu. From here, click 'Staff' on the left side of the screen

From here, click 'User Editor'.

Welcome to the User Editor! Here, you can add employees, change their payrate, and attach them to jobs. To add a new employee, click Add New.

This is where you put all your Employees information. Below are explanations for the available fields. 

Active - If unchecked, the employees passcode and information will be rendered inactive. 
User Name - The name of your employee.
User PIN - This is where you set your PIN for your employee. There is a maximum of four numbers. 
E-mail - You can input your employees email here. 
Full Name - The Full name of your employee.
Payroll ID - ID for Payroll. 
Phone Number - The phone number of your employee. 
Address - Your employees address. 

Default Section Assignment - This is where you can configure your employees default Section (Order Type). If you have a bartender, their ideal Section assignment could be Bar. 
Revenue Center - This is where you can configure an employee to be apart of a specific Revenue Center. 
Auto Clock Out Time - This is where you can set a time for your employee to automatically clock out in case unexpected situations arise. 

Scrolling down allows you to see a Notes for your employee, as well as setting jobs. 



Make sure you set Access from Portal! If youd like your employee to access the Back Office, click 'BOH and FOH'. If you just want Front of House access, click FOH. 



To add a Job Role to your employee, click Add Job Role. You'll see a drop down of your available Jobs. Once you select your desired Role, you can set your pay rates. When you're done, click the checkmark. Then, click 'Add Job Role'



Make sure you click the green Save button in the top right corner of the screen. After this, refresh your EdgeServPOS app on your IPad to review your work. 

If you have any questions, please contact our support line @ 775-984-5702.