Step-By-Step Guide: Creating Staff Accounts With SumUp
Did you know you can create separate SumUp accounts for your employees? Staff accounts are not only a useful tool to stay organised — they can also be used to evaluate employee performance.
Staff accounts enable your employees to log the transactions they process, giving them the ability to view specific transactions by name, as well as look at individual daily, monthly, quarterly or yearly sales.
You can have different SumUp accounts on your system, all linked to one bank account. The transactions processed by your employees will be paid out to the bank account registered to your main account. Easy.
What Are the Top Benefits of Staff Accounts for Small Business Management?
1. Makes Managing Employees Easier
Having a SumUp account for each staff member makes it easier to keep track of their individual activities, attendance and overall performance. Instead of combing through records trying to find who did what and where, each account provides data on an employee's activities. This makes it easier to manage staff overall and make quick decisions when needed.
2. Better Security
We all want to be sure our employees are acting in a reliable and trustworthy manner. Nonetheless, there is always the risk of unauthorised access to sensitive information, whether intentionally or by accident, especially when a single account is used for all staff. Having individual SumUp employee accounts allows you to set different security levels for each staff member, minimising the risk of data breaches.
3. Better Accountability
Say something is changed in the system without anyone else's knowledge. Having SumUp multiple accounts makes it easier to find out who made those changes, as well as identify what was changed. This ensures that each employee is accountable for their own actions and that any errors can be corrected quickly.
4. Saves Time and Resources
Individual SumUp accounts mean you can more easily identify where money and resources are being allocated. By analysing individual expenditures, you can better decide where to save on resources and where to streamline operations. It also helps you to make better financial decisions for the future of the company.
5. Better Performance Management
Through individual accounts, you can keep track of their overall performance within the business. This makes it easier to set up performance reviews to discuss goal-setting and offer feedback where needed. In turn, this can help improve productivity and reduce the risk of high employee turnover.
How Individual SumUp Accounts Work
Employees each have a separate login for the SumUp App, with a separate email address and password. They can accept card payments and check their sales history in the SumUp App.
Each account has its own security, which prevents access or tampering with other accounts. As such, employees can’t log into your SumUp Account at sumup.me or change your account information.
Furthermore, the Advanced Mode aligns with the main account’s settings. It can’t be switched on or off by employees, and they can’t add products and shelves. The main account user can view the sales history of each employee account and receive all payout reports to their email address. As a result, the main account has an accounting function.
Important: If you want to grant your employees more rights within their accounts, please contact our support team: [email protected].
How to Create New Staff Accounts in SumUp
Here's how the process for adding team members to SumUp works.
Log in to your SumUp Account at sumup.me.
Choose “Employee” in the menu on the left-hand side.
Click “Add new employee” in the upper right corner.
Enter an email address and a password. These will be the login details for your employee.
Confirm everything by clicking “Add employee”.
Congratulations! You just added your first employee. You can disable and re-enable employee accounts at any time.
Learn more about setting up business accounts through SumUp.
SumUp Staff Accounts FAQs
Why should I create staff accounts with SumUp?
Having SumUp multiple accounts makes it easier to track the actions of each individual staff member. It also ensures better security and accountability and makes evaluating performance easier.
Can someone else use my SumUp machine?
Any employee can use the same SumUp machine with individual accounts. This ensures all actions and decisions made are assigned to the individual staff member without affecting other employee accounts.
Can I have 2 SumUp accounts?
Yes. For each business account, you can make two or more individual staff accounts, each linked to the main account.
How many staff accounts can I create with SumUp?
You can have up to 10 staff accounts per main business account with SumUp. Each account can be set up with its own security credentials and allows you to keep track of individual employee's activities and performance.
How can I track individual sales using staff accounts?
The Advanced Mode in the SumUp App's main account allows you to view the sales history of each individual employee account. This makes it easier to track where money and resources are being spent and act accordingly.
Are staff accounts secure?
Yes. Each individual SumUp account has its own security protocols. This ensures that accounts can't access sensitive information without authorisation and also ensures all actions are tracked to the individual account, improving accountability.
Can you use SumUp on multiple devices or phones?
Yes. You can connect multiple devices, such as card readers and phones, to one main business account. Each employee can then log in on their own account and use it on any device.
