TezBill
Setup guide

Staff, PINs and permissions

Give everyone their own PIN so every bill shows who made it. Choose what each role can do, and let a manager approve discounts and cancels.

โฑ About 5 minutes๐Ÿ”‘ Owner login๐Ÿ’ป More โ†’ Staff
Before you start
  • Owner loginOnly the owner can change permissions
  • Your staff listName and job of each person
  • A PIN for each person4โ€“6 digits, different for everyone
  • Phones for captainsOptional โ€” for the waiter app
Four roles
OwnerEverything, including settings and staff.
ManagerBilling, reports, menu and stock. Approves discounts and cancels.
CashierBills and settles. Needs a manager PIN for discounts, cancels, NC and reprints.
CaptainTakes orders and sends KOTs, on the desktop or a phone. Can't settle.
1

Open the Staff screen

Click More โ†’ Staff.

TezBill Staff screen with a card for each person and their role
  • 1
    Add staff Alt+N โ€” add a person
  • 2
    Role โ€” what they can do by default
  • 3
    Edit permissions โ€” change it for one person (owner only)
  • 4
    Check in โ€” start their shift for attendance
  • 5
    Attendance โ€” hours for any dates, with Export
2

Add a person

One entry for every person who uses TezBill.

  1. 1In More โ†’ Staff, press Add staff Alt+N.
  2. 2Type the personโ€™s name and choose their Role.
  3. 3Give them a PIN of 4โ€“6 digits โ€” every person needs a different one.
  4. Save. They can log in with that PIN straight away.
Keep the owner PIN to yourself. It was set in the setup wizard and can do everything โ€” give managers their own PIN instead of sharing yours.
3

What each role can do

The defaults for each role. The owner can always do everything.

ActionManagerCashierCaptain
Take orders and send KOTsโœ“โœ“โœ“
Settle bills (take payment)โœ“โœ“โ€”
Split and merge billsโœ“โœ“โ€”
Give a discountโœ“PINโ€”
NC (complimentary) or credit billโœ“PINโ€”
Cancel an orderโœ“PINโ€”
Remove an item the kitchen already hasโœ“PINPIN
Reprint a billโœ“PINโ€”
Open the cash drawer (no sale)โœ“PINโ€”
Day close, expenses, customersโœ“โœ“โ€”
Reports, menu, stock, staffโœ“โ€”โ€”
Settingsโ€”โ€”โ€”
โœ“AllowedPINNeeds manager PINโ€”Not allowed
Settings are owner-only by default โ€” even for managers. Give a manager access with Edit permissions (next step).
4

Change one person's permissions

On their card, press Edit permissions. Only the owner can do this.

Allowed

They can do it on their own.

Needs manager PIN

A manager or the owner types their PIN to approve, each time.

Not allowed

The button is hidden or blocked.

Each action can be set to one of these. Changed items are highlighted, and Reset to role defaults undoes them all.

Settings access โ€” quick pick
No settingsCan't open Settings.
Day-to-day runningPrinters, backups, add-ons, coupons and the waiter app.
Owner awayDay-to-day, plus charges, UPI, loyalty and restaurant details.
All settingsEvery area except the licence and setup wizard.

Security and features always stay with the owner unless you pick All settings.

5

Manager approvals

How a cashier gets a discount, cancel or reprint approved.

  1. Cashier asks

    Presses Discount, Cancel, NCโ€ฆ โ€” an approval box opens.

  2. Manager approves

    Types their own PIN on the cashier's screen.

  3. Done & recorded

    Who asked and who approved go into Reports โ†’ Audit.

Approvals are on by default. The switch is Settings โ†’ Restaurant โ†’ Security โ†’ Manager approval for cashiers โ€” keep it on Required (recommended).
6

Log in, lock and shifts

Each person uses their own PIN, so every bill shows who made it.

TezBill PIN screen with a number pad
  • Log inType your PIN on the pad or keyboard and press OK or Enter.
  • Lock screenLeaving the counter? Your name at the top right โ†’ Lock screen Ctrl+L. Any open bill is saved first. Auto-lock after inactivity is in Settings โ†’ Restaurant โ†’ Security.
  • Switch userShift change? Choose Switch user and the next person enters their PIN.
  • Shifts & attendanceYour name โ†’ Start my shift / End my shift, or Check in on the Staff card. Staff โ†’ Attendance shows the hours, with Export to Excel.
?

Common questions

Tap a question to see the answer.

Someone forgot their PIN

The owner or a manager sets a new one in More โ†’ Staff.

Who gave that discount?

Every approval is recorded with who asked and who approved. See Reports โ†’ Audit.

Can a captain take payment?

Not by default โ€” captains take orders and send KOTs. The owner can allow it with Edit permissions.

I don't want approvals at all

In Settings โ†’ Restaurant โ†’ Security, set Manager approval for cashiers to Not required. We recommend keeping it on.

Stuck? Weโ€™ll set it up with you.Tell us how many staff you have on WhatsApp โ€” we help you set up roles and PINs.
Chat on WhatsApp