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Set Up Staff & Scanner

Add your staff, choose what they can do, and connect the device they scan with.

3 min read 5 steps
Add your staff

1Add a staff member

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

  1. 1
    Go to Staff

    In the dashboard menu .

  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
Adding a staff member
Adding a staff member

2Choose a role

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

3Check your staff settings

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.
Connect the scanner

4Connect the scanner

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
Scanner setup
Scanner setup
Important

Keep your API key private. Don't share it publicly.

5Staff sign in

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.

Staff sign in
Staff sign in

What's next?

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

Stuck on a step?
The TapCard team is happy to walk you through it.
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