Team management roles
When you create team member profiles for each of your employees, you are also able to grant them predefined permissions based on their roles:
Cashier: can only process card payments
Administrator: able to take card payments, view sales history, issue refunds, and manage the item catalogue
Accountant: able to view invoice history and edit the items catalogue
You can also create custom roles to suit your business needs, selecting exactly what each team member can do, such as:
“Checkout”: process payments via card reader or point of sale systems
“Team management”: view team members' details
“Sales reports”: see their own sales data in the reports
“Items and inventory”: create and edit items, categories, modifiers, option sets, and inventory
“Manage taxes”: enable and manage tax rates
“Bookings”: view and manage appointments in your calendar
“Payment links”: View and create payment links
No, only the main SumUp account holder can update personal or business details. Employees do not have access permissions to make these changes.
Create custom roles
On your SumUp profile, click the profile icon in the top-right corner.
Select "Employees" under "Your team".
Open the “Roles” tab and click “Create custom role”.
Enter the “Role details”, in particular the “Name” and a “Short description”.
Enable the relevant “Permissions” toggles and select any required sub-permissions.
Set up employee profiles
On your SumUp profile, click the profile symbol in the top right corner.
Select "Settings".
Select "Employees" under "Your team".
Click "Invite team member".
Select "Managed user".
Fill in the request information and assign them a role.
Click "Add employee" to confirm.
Return to the employees page later and select an employee to change their permissions or to deactivate employee profiles. Employee profiles cannot be deleted.
If you don’t have permission to perform this action, please reach out to the owner or administrator of the SumUp profile for support.
Assign unique employee PINs to each team member to simplify and speed up access, streamline transactions, and enable accurate tracking of sales.