Staff

In short

Invite Staff with their email or phone, role and branches: they get a link to join. Open someone to change their role or branches, confirm a pharmacist's licence, or remove them.

Who: branch managers and the owner. Only the owner invites managers, confirms licences and resets two-step sign-in.

Invite someone

1. Open Staff (owners: Staff and roles) and choose Invite Staff.
2. Type their Email or Phone Number.
3. Choose the Role: Cashier, Pharmacist, Technician or Manager.
4. Choose their Branches.
5. Choose Send Invite.

They show as Invited until they accept. An invite lasts 7 days; Resend or Cancel it from the list.

Change someone

Open them, change the Role, Branches or Relief cover, and choose Save Changes.

• Confirm Licence (owner): a pharmacist can't go on duty until their PCN licence is confirmed. Check the number and expiry against PCN's records, and say how you checked it.
• Reset Two-Step Sign-In (owner): when someone lost their phone. Check who they are first. The owner's own two-step is reset by Arrowhead.
• Remove from Staff: signs them out everywhere at once.

If something goes wrong

• "Choose at least one branch."
• "Enter an email or a phone number like 0803 123 4567."