How to set up and manage staff in the Zuru app

Running a shop by yourself is hard work. Adding your team to the Zuru app lets you step away from the counter and still know exactly what happens in your store.
Each staff member signs in with their own account. Every sale is labelled with the person who made it, so your records stay clear and honest.

How to set up staff in your store

Follow these steps to get your team working in the Zuru app:

1. Connect your phone to the internet, because adding staff and changing roles requires an active connection.
2. Check your current store if you run more than one location, so you add the worker to the right place.
3. Pick a ready-made role that matches the job, or create a custom role.
4. Add the staff member so they can sign in with their own account.
5. Turn on payment approval so trusted team members confirm bank transfers before they count.

Understand staff roles

A role is a ready-made set of permissions. When you assign a role, Zuru shows each person only the screens and information they need.

For example, a cashier only needs to record sales and check prices. They do not need to view your overall shop profit or supplier balances.

Every shop works differently. If ready-made roles do not fit your daily routine, you can create a custom role to match how your team actually works. You pick the exact permissions for each custom role so your staff only see what they need to do their jobs.

Approve payments recorded by staff

Fake transfer alerts are a real problem for shops. A buyer might show a fake debit alert or an edited screenshot at the counter.

Payment approval protects your business against this loss. A payment only counts once you or someone you trust confirms that the money actually arrived.

Keep selling when your internet is down

Network issues happen often during the business day. The Zuru app lets your staff continue selling even when you are offline.

Here is what works offline on each phone:

• Recording sales and printing receipts.
• Looking up products and prices.
• Checking stock levels on that phone.

A few actions wait for an active connection:

• Adding new staff and changing roles.
• Seeing sales recorded on other phones.

When your internet returns, all offline records synchronise automatically.

What to do next

Review the jobs your team members do each day. Pick or create the right role for each person, then add them to your store.

Next, make sure your payment accounts are set up so your team can record cash, bank, and POS payments accurately.