Edit and Manage Cashiers

Documentation Index

Fetch the complete documentation index at: https://docs.usebila.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

The Cashiers dashboard gives you full control over your POS team’s access. Keeping cashier information accurate ensures your sales data stays attributed correctly and your business finances remain secure.

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Prerequisites

Before you begin, make sure you have:

• Access to your Bila merchant dashboard
• At least one cashier account already created

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Step 1: Open the Cashiers Dashboard

In your dashboard, select Cashiers from the left side menu. The page displays a table of all existing cashier accounts with the following columns:

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Step 2: Edit Cashier Details

To update a cashier’s profile:

1. Click the options menu ... in the Actions column next to the cashier.
2. Select Edit.
3. In the slide-out panel, update any of the following:
   • First name or Last name
   • Phone number
4. Use the Active toggle at the bottom to instantly enable or disable their account access.
5. Click Save changes.

Confirmation: A green toast notification will appear — “Cashier updated”.

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Step 3: Reset a Cashier’s Password

Use this when a cashier forgets their credentials or as part of a routine security rotation.

1. Click the options menu ... next to the cashier.
2. Select Reset password.
3. Enter a New password of at least 8 characters in the modal.
4. Click Reset password to confirm.

Confirmation: A green toast will appear — “Password reset. The cashier must change password on next POS login.”

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Step 4: Deactivate a Cashier

Use this when an employee leaves your business or you need to revoke their access immediately.

1. Click the options menu ... next to the cashier.
2. Select Deactivate (highlighted in red).
3. A confirmation modal will appear:

   “Deactivate cashier? [Username] will no longer be able to sign in on POS devices for this merchant.”

4. Click the red Deactivate button to confirm.

Confirmation: A green toast will appear — “Cashier deactivated”.

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Cashier Status Reference

Use this table to quickly understand what each status combination means for a cashier’s account.