User Management (staff and customers)

Staff

Menu path: Staff

Add and maintain employee accounts: names, roles, login identifiers, and which location they belong to. Roles (see Security) decide what each staff member can open in the admin and POS. Deactivate users who leave rather than sharing passwords.

Same topic — full steps & every field: Staff — steps & every field.

Customers

Menu path: Customers

Search the customer database: profiles, contact info, order history (where shown), loyalty balance, and notes. Open a customer from the list (or from another screen that links to them) to edit details.

Same topic — full steps & every field: Customers — steps & every field.

Guest Customers

Menu path: Guest Customers

Review guest checkout profiles—customers who ordered without a full registered account. Useful for support and for marketing opt-in rules your company follows.

Customer Groups

Menu path: Customer Groups

Create segments (VIP, corporate, staff discount group) to drive pricing, promotions, or reporting. Assign customers to groups according to your process.

Same topic — full steps & every field: Customer groups — steps & every field.

Tips

• Treat personal data according to privacy policy: only export or share what policy allows.
• For access problems, Staff + Roles are usually corrected together—see Security.