Merchant guide
Learn onboarding, operations, redemption, and settlement workflows.
Bottom tabs, roles, and permissions
Set expectations for staff so a reduced tab bar is understood as access control, not a broken app.
Description
The merchant app hides or shows bottom tabs based on your role and permissions (for example scan, orders, staff, analytics). A cashier may only see Scan, Orders, and Profile; a manager may also see Dashboard and Me with full settings. This is normal and matches what your organization enabled for you.
Steps
- After you sign in, look at the bottom of the screen and list the tabs you have. Do not compare to a marketing screenshot on the website—use your org’s training handout or this guide.
- Scan – voucher verification; see Scan and verify. If missing, you likely lack
scanpermission; ask a manager to adjust roles in the back office. - Orders – list and detail for sales; see Orders tabs and detail. Absence means your role is not meant to handle order queues.
- Reviews – customer feedback for your scope; see Reviews management. Often limited to service or lead roles.
- Dashboard / Analytics – performance overview; some orgs limit to management. If you need it for your job, request access with a business reason.
- Me – settings, staff, support, and account; see Me settings overview. If you only see Profile instead of Me, you may be on a non-staff (e.g. training) experience—compare with your lead.
- When in doubt, take a screenshot of your tab bar and your email and ask your admin to confirm the expected shape for your role.
Use anonymized training screenshots; do not show real customer data.
If something goes wrong
- You had more tabs yesterday: permissions may have been revoked after a role change; ask your admin before reinstalling.
- All tabs missing / only a white screen: force-close, update the app from the store, try again; if the session is stuck, sign out and sign in.
- “I need Scan for my job but it is gone”: that is an access change, not a hidden menu—only your organization can restore it.