In business, access matters. Give someone the right tools, and they can run a branch like a well-oiled machine. Limit access, and you maintain streamlined and secure operations. On the Nearpays Corporate Dashboard, the difference between a Manager and a Staff isn’t just about job titles; it’s about control, visibility, and responsibility. Understanding these roles can save you time, reduce errors, and keep your business data secure.

Let’s break it down so you can set up your team the right way.

Who is a Manager?

Think of a Manager on Nearpays as your branch’s captain. They don’t just process payments — they run the show. Here’s what they can do:

• Oversee a Branch: Full visibility into sales, transactions, and activity for their assigned branch.
• Assign POS Devices: Allocate POS terminals (physical or virtual) to the right staff members.
• Track Activity in Real Time: See exactly how each POS is performing.

Managers have broader permissions because they need to make decisions quickly, fix issues, and manage staff performance.

Who is Staff?

Staff members are your frontline operators. They’re focused on using the POS device assigned to them to process payments, nothing more.

• Access Limitations: Staff can only use the specific POS terminal assigned to them.
• No Branch Oversight: They can’t view other devices, branches, or overall sales figures.

This limited access reduces security risks and ensures that staff only see and manage the tools they actually need.

Why This Matters for Your Business

Mixing up these roles can create headaches, like giving too much access to people who don’t need it, or slowing down managers who should have broader control.

By clearly defining who’s a Manager and who’s Staff on your Nearpays Corporate Dashboard, you:

• Protect sensitive sales data.
• Improve accountability.
• Speed up decision-making.

How to Assign Roles on Nearpays

1. Log in to your Corporate Dashboard.
2. Go to Team Management.
3. Add a new member and choose either Manager or Staff.
4. Assign them to the right branch and, if Staff, to the right POS.

It’s that simple, but the impact on your operations is huge.

Final Word

Your payment system isn’t just about collecting money; it’s about managing people, devices, and branches effectively. With Nearpays, setting the right roles means fewer mistakes, more control, and better business decisions.

Ready to give your team the right tools for the job? Log in to your Nearpays Corporate Dashboard and set up your Managers and Staff today.