Manage team members

  1. Log in to your SumUp profile on a web browser or the app.

  2. Tap the profile icon on the top right-hand corner and click “Settings”.

  3. Select “Employees”.

  4. On the Team Management overview, you can choose if you want to add team members who can be

    • Invited - they have to accept the invitation through email and manage their own display name and user credentials

    • Managed - they require a privileged user (e.g. administrator) to manage their credentials.

  5. Fill in the information requested and assign them a role

    • Cashier - only able to take card payments

    • Manager - able to take card payments, view sales history and issue refunds

    • Accountant - able to view your invoice history

  6. Add the employee or send the invitation, based on the team member type that you chose.

Some actions are only available via your main profile, such as editing personal or business details or making changes to your item catalogue.

Check individual sales histories

Keep track of sales records for different team members by using filters to view transactions in your sales history.