Set up the Manager app

The Manager app is a tablet companion for floor managers. Setup is two stages: first you link the device to a store using your site and back-office password (this only tells the app which store to connect to), then managers sign in day to day with their staff PIN. The device stays linked to the store across sign-outs.

Before you start

Know your site (organization) identifier and a back-office login for the store.
Managers who will use it have staff PINs set under Team.

Steps

Link the device to a store — Enter the site and a back-office password to link the tablet. If the account has multiple locations, choose the store.
Sign in with a manager PIN — On the PIN screen, the manager enters their staff PIN to open the app.
Land on Manager home — Restaurant/QSR stores see floor actions; retail stores see the Retail Manager home.
Sign out or switch store — Sign out returns to the PIN screen (device stays linked); Switch store unlinks the device.

Common mistakes

Treating the site + password link as the everyday login — day-to-day access is the manager PIN.
Unlinking the store (Switch store) when you only meant to sign out.

Troubleshooting

Floor actions show a banner about needing a session token.

Sign out and sign back in with your site login so the app has a full manager session.

“Manager location session required.”

Some actions need a location-scoped session; sign in again and select the store/location.

When to contact support

The device links but the manager PIN is rejected for a valid manager.