Branches and staff
Add your branches, invite your team and decide what each person can do.
Your shop starts with one branch, the head office. Add more branches when you have them, then give your team their own logins.
Add a branch#
Go to Branches → New branch and fill in:
- Name, like "Adum branch".
- Code: short capitals, like
ADUM. It appears in document numbers, so you can tell branches apart at a glance. - Address and phone number (optional). The phone shows on the marketplace for that branch.
Each branch has its own stock. You can also give a product a different price at a branch, and move stock between branches with a transfer.
Add your staff#
Go to Team and fill in Add staff member:
- Their full name and email.
- A temporary password. TradeBroken doesn't send an invitation yet: give them the email and password yourself, and ask them to keep it private.
- Their role: Staff or Branch manager.
- Which branches they work at (once you have more than one).
They sign in on the same TradeBroken page you use and only see their branches.
What each role can do#
| Owner | Branch manager | Staff | |
|---|---|---|---|
| Sell, receive stock, take payments | ✓ | ✓ | ✓ |
| Count stock they're given | ✓ | ✓ | ✓ |
| Void or return sales and purchases | ✓ | ✓ | |
| Set up and approve stock counts | ✓ | ✓ | |
| Expenses, cash between accounts, staff advances | ✓ | ✓ | |
| Reports | ✓ | ✓ | |
| Close months, owner's money, write off debts | ✓ | ||
| Lender pack, billing, shop settings, team | ✓ |
Changing someone's access#
Open the person in Team to change their role or branches. It takes effect straight away; they don't need to sign in again. Removing someone takes them out of your shop; their name stays on what they recorded.