Administration
Multi-Location & Team Management
Team users, roles, and company-level settings.
If you have multiple shops or staff members, EVRST supports this.
Team Users
In Settings > Team & Users, you can:
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Add staff members as users
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Assign a role, which sets a sensible starting set of permissions:
Role What it covers Manager
Full operational access. Everything except settings and the license.
Cashier
Front counter: sell, take payments, look things up.
POS Cashier
The till only: ring sales and take payment at the POS. No back office.
Viewer
Read-only across every module.
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Grant or remove individual permissions on top of the role, for the one person who needs an exception
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Audit who did what via the Audit Log
Each user signs in with their own account, so sales, refunds and discounts are tied to the person who made them.
| Supervisor is not a role. It is a single password that unlocks the specific actions you choose to gate, whoever happens to be at the counter. See Supervisor Approvals below. |
Signing In: Passwords, PINs and the Lock Screen
Each person has their own password for signing in. Inside a shift, switching between staff is faster than that: set a PIN for each user under Settings > Security and the till can be handed over with four digits instead of a full password.
Auto-lock covers the case everyone forgets. Set an inactivity timeout in Settings > Security and EVRST locks itself after that long untouched, so a counter left unattended cannot be used by whoever walks past. Unlocking takes the PIN, and nothing is lost - the screen you were on comes straight back.
| Auto-lock is worth turning on even in a one-person shop. It is what stands between a customer leaning over the counter and your price list. |
Supervisor Approvals
Some actions are worth a second pair of eyes. Set a supervisor password in Settings > Security, then choose which actions should ask for it:
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Deleting a document (invoice, quotation, purchase invoice, voucher, item, customer)
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Editing an invoice that has already been finalised
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Applying a discount above the staff limit
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Changing sensitive settings
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Opening the cash drawer
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Closing a till that someone else opened, or correcting a closed shift
When one of these is attempted, a small box asks for the supervisor password. A manager types it, the action goes through, and it is recorded against both the person who did it and the fact that it was approved.
| If no supervisor password is set, these gates are skipped rather than blocking work. That is deliberate - a gate nobody can open would stop the shop trading. Hard limits, like the maximum discount percentage, still apply regardless. |
The Audit Log
Reports > Audit Log is the record of who did what. Every create, edit, delete, refund, void, payment, stock adjustment, cash-drawer open, manual discount, login and supervisor override is written there with the person, the till, and the time.
Filter it by action, by user, or by date, and click any entry to jump to the document it refers to.
The trail grows faster than anything else in the database, so it is trimmed automatically: entries older than 24 months are deleted by default. You can change that period or switch the trimming off entirely from the Audit Log page. Because it is an anti-tamper record, changing it asks for the owner’s password, and the change is itself logged.
| Trimming only ever touches the audit trail. Your invoices, payments and stock history live in their own records and are never affected by it. |
Company-Level Settings
If you operate as a single entity across multiple locations, set everything in one company:
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One inventory pool (stock is shared across locations)
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One customer database
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Consolidated reports
If locations are legally separate or have separate inventory, set up separate company accounts.
Frequently asked questions
Can I limit what my staff are allowed to do?
Yes. In Settings > Team & Permissions you can add staff as users, assign roles such as Manager, Cashier, Supervisor, or Viewer, and grant specific permissions like creating invoices or approving discounts. Each user logs in with their own account and the Audit Log records who did what.
How do I handle more than one shop location?
If you operate as a single entity across locations, set everything up in one company so you share one inventory pool, one customer database, and consolidated reports. If the locations are legally separate or hold separate inventory, set up separate company accounts.
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