Manage your team members

Everyone who works with Conciar has their own account in your business. You manage them under Settings → Team members.

To add someone, see Set up your business and team. That page also explains what each role can do.

Change a team member's details

You need the admin or manager role.

1. In my.conciar.com, go to Settings → Team members.
2. Click the team member's name.
3. Change what you need:
   • Role: Admin, Manager or Employee.
   • Their name and Email Address.
   • New Password: leave it empty to keep their current password.
   • Hourly rate and Contract hours / week: used by Hours and payroll and Suggest rota. Only admins and managers see these.
   • Security PIN: click Change PIN and enter 4 new digits.
4. Click Update Member.

A manager can't make anyone an admin, and can't change an admin's details. Your business always keeps at least one active admin, so you can't demote or deactivate the last one.

For studios, which treatments each person does and their working hours are set per team member too. See Team and opening hours.

When someone leaves

1. Open the team member in Settings → Team members.
2. Under Account Status, choose Inactive.
3. Click Update Member.

An inactive team member:

• can't unlock a till with their PIN, so they can't sell or clock in at the till;
• can't be given new shifts or take a colleague's shift;
• keeps their history: past orders, shifts and hours stay as they were.

Shifts already planned for them stay on the rota. Move them to someone else on the Rota.

Also change their password

Inactive only locks the till. It doesn't stop them signing in to my.conciar.com or the Conciar app with their email and password. Give them a New Password at the same time, so their old password stops working.

You can switch them back to Active at any time.

PINs

Each team member has a 4-digit PIN to unlock a shared till. How to switch on PIN unlock is in Set up your devices.

Nobody can see a PIN after it's saved, not even an admin. If someone forgets theirs, an admin or manager sets a new one with Change PIN, or the team member sets one themselves under your account.

Common problems

I get an error when I save a team member. Check your role. Employees can't add or change team members, and managers can't change admins.

I can't add someone: the email address is already taken. Each email address can only have one Conciar account. Use a different address for them.

A team member forgot their password. An admin or manager sets a New Password for them.