How employee profiles work

With employee profiles, you can decide which of the following actions employees can perform:

  • Issuing refunds

  • Viewing full sales histories, including those of other employees

Certain actions can only be taken from your main SumUp profile, meaning employees can’t amend your personal or business information. However, some profiles can make changes to your items catalogue.

Set up employee profiles

  1. On your SumUp profile, click the profile symbol in the top right corner.

  2. Select "Settings".

  3. Select "Employees" under "Your team".

  4. Click "Invite team member".

  5. Select "Managed user".

  6. Fill in the request information and assign them a role.

    • Cashier - only able to take card payments

    • Administrator - able to take card payments, view sales history, issue refunds and make changes in the items catalogue

    • Accountant - able to view your invoice history and make changes in the items catalogue

  7. Click "Add employee" to confirm.

Return to the employees page later and select an employee to change their permissions or to deactivate employee profiles. Employee profiles cannot be deleted.

Check employee sales histories

Keep track of individual sales records by using filters to view transactions in your sales history.