Staff Management
Staff management lets you invite team members to your Plirin account with specific roles that control what they can access and do.
Adding staff
Section titled “Adding staff”Navigate to Settings > Staff and click Add Staff Member:
- Enter their email address
- Enter a display name
- Assign a role (see below)
They’ll receive an invitation email to set up their account.
| Role | Permissions |
|---|---|
| Owner | Full access. Manage staff, settings, billing, and all operations, including bills received from other Plirin merchants. |
| Manager | Create invoices, manage payments, approve refunds (within limits), view analytics, view bills received from other Plirin merchants and answer new senders. |
| Cashier | Create POS transactions, view their own transactions. Limited dashboard access. Cannot see received bills. |
Your Plirin plan and its billing (subscribing, changing or cancelling the plan, paying a plan invoice by card) are owner-only. Emailing a refund receipt to a customer needs a Manager or the owner, and so does making an invoice recur.
A staff member can only give a teammate a role whose permissions they hold themselves, and cannot change their own role.
Recording an offline payment and removing one are separate permissions. Managers hold both today. Whenever a staff member removes or restores a recorded payment, the owner gets an email saying who, on which invoice, and why.
Managing staff
Section titled “Managing staff”From the Staff settings page, you can:
- Deactivate a staff member (revokes access immediately)
- Change role — promote or change a team member’s role
- View activity — see recent actions by each staff member