Set Up Staff & Scanner

Give each employee their own account - don't share one between staff.

1. 1
   Go to Staff

   In the dashboard menu (☰ on a phone).

2. 2
   Enter their details

   Under Add a staff member: Name, Email and a 6-digit PIN. Then choose their Branch and Role.

3. 3
   Click Add staff member

• Cashier - scan, stamp and redeem rewards.
• Manager - everything a Cashier can do, plus view customers.
• Owner - everything above, plus manage staff.

The settings at the top of the Staff page apply to all staff. Review them before anyone starts scanning:

• Multiple stamps per scan - lets staff add more than one stamp in a single scan.
• Email verification on new devices - staff confirm a one-time email code the first time they sign in on a device.
• Require an order number and Require an order amount - what staff must enter when scanning.
• Check staff are at the branch - Off, Watch or Enforce.

You need the API key from the TapCard team. Don't have it? Contact support.

1. 1
   Open the scanner setup

   On the phone or tablet staff will use, go to scanner.tapcard.pk/setup.

2. 2
   Paste your API key

   Into Scanner API key - it starts with tc_live_. Leave API URL as it is.

3. 3
   Click Connect

On Staff sign in, staff enter their email or phone and 6-digit PIN, then tap Continue. On a new device, they may need to enter a one-time code sent to their email.

Ready to scan? Share this with your team: At the Counter.