Install SmartPOS Business and sign in your staff

This guide takes you from zero to a signed-in phone: turn on the mobile app for your business, decide who may use it, install SmartPOS Business on Android and sign in with an existing staff login. It is for owners and admins setting up the team, and for staff installing the app on their own phone.

How to turn it on

1. 1Plan: A plan that includes the mobile app (Subscription page shows it)
2. 2Switch: Settings › Business Settings › Modules › Mobile app (on), then Settings › Mobile app
3. 3Permission: Admins, or roles with “Use the SmartPOS Hub mobile app” when you limit access

Mobile app: Android phone or tablet, SmartPOS Business 1.3.0

Before you start

• You are the owner or an admin of the business (or have Manage mobile app devices permission) for the web steps.
• Each person who will use the app has a staff login on the web app with the right role and locations. See Users and roles.
• The phone runs Android and has an internet connection for the first sign-in.

Step 1: Switch the mobile app on (web app)

1. Sign in to the web app and open Settings › Business Settings › Modules. Make sure Mobile app is switched on. If its card is greyed out with Not in your plan, your plan does not include it: check the Subscription page or contact support.
2. Open Settings › Mobile app. The cards at the top show Signed-in devices, People using the app and whether Mobile app is On.
3. Under Who can use the app, choose:
   • Every staff member who can sign in – anyone with an active login can use the app, or
   • Only roles I allow – only roles with the permission Use the SmartPOS Hub mobile app (set in User Management › Roles). Admins can always use it.
4. Set Maximum signed-in devices. 0 means no limit. When the limit is reached, a new phone cannot sign in until an old one is signed out.
5. Under Alerts, set Big discount alert from (%) and whether to send low-stock alerts. Each person still chooses their own alerts in the app.
6. Click Save.

/mobile-app/settings

Settings › Mobile app on the web: who may use the app, device limit, alerts and the download QR code.

Tip

Send staff the Google Play link: SmartPOS Business on Google Play. They open it on their Android phone and tap Install.

Step 2: Install the app on the phone

1. On the Android phone, open SmartPOS Business on Google Play, or open Google Play and search for SmartPOS Business.
2. Tap Install and wait until it finishes.
3. Open SmartPOS Business. You can swipe through the welcome slides or tap Skip.

Note

Install SmartPOS Business only from Google Play. Copies from other places fail the genuine-app check and cannot sign in. Google Play keeps the app up to date.

Step 3: Sign in

1. On Welcome back, type your Username or e-mail and Password – the same as on the web.
2. Tap Sign in.
3. If your e-mail belongs to staff accounts in more than one business, Choose a business appears. Tap the business you want to open.
4. If you use two-step verification, Two-step verification asks for the 6-digit code from your authenticator app. Tap Use a recovery code if you don’t have the phone with the authenticator.
5. The first time, Set up this phone walks you through a few steps: Where do you work? (pick your location), Protect the app (PIN or fingerprint lock), Stay in the loop (notifications), Receipt printer and Make it yours (language and look). Tap Skip for now on any step you want to do later.
6. On You’re all set!, tap to open the app. Tovi the owl shows you around Home in a few quick steps.

Sign in with your web login, then pick the location this phone is used at.

Forgot your password? Tap Forgot password?, enter your username or e-mail and tap Send reset link. If an account matches, a reset link arrives by e-mail.

What happens next

• The phone appears in Settings › Mobile app › Signed-in devices on the web and in Settings › Devices & sessions in the app.
• Menus follow the person’s role and locations. See Home screen and menus.
• The session stays signed in; owners can sign the phone out remotely at any time. See Devices, sessions and security.

Sign-in messages and what they mean

Message in the app	What to do
That username/e-mail and password don’t match	Check spelling and caps; use the same login as the web.
Too many attempts. Try again in … minutes	Wait the time shown; ask an admin to reset the password if needed.
Your user account is switched off	Ask the owner to activate your user on the web.
The mobile app isn’t included in this business’s plan	The owner upgrades the plan, or contacts support.
The mobile app is turned off for this business	The owner switches on Mobile app in Settings › Business Settings › Modules.
This business has reached its limit of signed-in phones	Sign out an old phone in Settings › Mobile app, or raise the limit.
This business has no active subscription	The owner renews the subscription on the web.

Tips and mistakes to avoid

• Give every person their own login. Shared logins make sales reports by user, cash registers and chat assignment useless.
• Set each user’s permitted locations on the web before they sign in; the app only offers those locations.
• If someone leaves, deactivate their user on the web and sign out their phones in Settings › Mobile app.

Related pages

Home screen and menus

Devices, sessions and security

Mobile app module

Troubleshooting the app