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Team & Counters

Set up counters, individual staff PINs, roles and permissions, staff switching, and the business activity log.

Team & Counters

Team & Counters is designed for shop devices shared by multiple employees. The business owner signs the device into Clerk once; each employee then starts their shift with their own profile, assigned counter, and private 6-digit PIN.

  1. Open Settings > Team & Counters.
  2. Create the Owner's 6-digit PIN. Do not share it with staff.
  3. EzDukkan creates the Owner, Admin, Cashier, Inventory Manager, and Manager starter roles.
  4. After setup, the current Owner session remains unlocked. Future staff sessions last up to 10 hours.

If no counter exists, create one in the Counters tab first. Existing businesses are not blocked until the Owner completes this setup.

Use Counters to give each billing station a name, unique invoice prefix, and invoice sequence. Use Staff to create an individual profile, unique 6-digit PIN, one or more roles, and one or more allowed counters.

The first selected counter becomes that staff member's default. Changing a PIN, role, status, or counter assignment closes their active sessions immediately.

Every role can separately allow View, Edit, and Delete for Dashboard, Sales and invoices, Customers, Products, Inventory, Purchases, Suppliers, Expenses, Commissions, Reports and analytics, and Service tracking.

Creating and updating require Edit. Deleting always requires the separate Delete permission. Settings, security, business configuration, online-store configuration, and Team & Counters are reserved for Owner/Admin profiles.

Only the Clerk business Owner can grant or remove the protected Admin role.

On the staff lock screen:

  1. Choose an assigned counter.
  2. Choose the staff profile.
  3. Enter that person's 6-digit PIN.

The navbar shows the active staff member and counter. Use Switch Staff before handing the device to somebody else. After five incorrect attempts, the profile is locked for 15 minutes.

An Owner or Admin must re-enter their own PIN before opening Settings. This unlock lasts 15 minutes and is refreshed only by authorized Admin activity.

The Activity Log records staff and counter attribution for business changes and security events. Each entry starts with a short summary, such as Added a counter or Updated counter settings. Open an entry to review its safe field-level details. Sensitive PINs, tokens, bank values, and contact details are redacted. Older records created before this feature appear as Before staff tracking.

The Owner can use the Recovery switch to pause staff mode. Profiles, roles, and audit history remain saved and can be resumed later.