Overview:
With Pebl, team members can securely accept payments using their own phones. Each transaction is tracked to their user profile for easy reporting and accountability.
Step-by-Step Instructions:
Ensure you're in the branch (location, event or business) that you're wanting to add the team member to.
Go to Settings > Company details > Team members.
Add your team member’s name and mobile.
Select their access role.
Optional: Share the invite link via SMS or Email.
Once logged in, they can start accepting payments using Tap to Pay, QR codes, or payment links.
FAQs and Troubleshooting Tips:
Can I restrict what team members see?
Yes, by adding team members to a specific location or event, they only see transactions related to that specific branch.
How do I remove a team member?
Go to Settings > Team Members, select the member, and tap Delete.