Category: Admin Settings Audience: Admin Users (Store Managers, Owners) Last Updated: 2026-02-11

The Team Members page lets you manage everyone who works at your store -- adding new people, assigning roles, setting up login access, managing clock PINs, and keeping track of employment details. This is also where you sync team data from external scheduling providers like WhenIWork.

The Team Members page showing the search bar, filter chips, and the data grid with all active team members.

Or navigate directly to:

Note: You need the uri_employees permission to access this page.

The Team Members page has four main areas:

Type in the search bar to filter team members by name or email. The grid updates as you type.

Click the filter chips below the search bar to quickly narrow the list:

Click a chip to toggle it on or off. Click Clear All to remove all filters and show everyone.

The data grid displays the following columns:

Click column headers to sort the grid. Use the pagination controls at the bottom to navigate large teams.

Click Add Member to open the 3-step wizard.

Note: The Add Member button is only available for stores that manage their own team members (homegrown). If your store syncs from WhenIWork, new members come through the sync process instead.

Step 1 of the Add Member wizard -- enter basic information and select a role.

Enter the new team member's details:

Click Next: Access to proceed.

Step 2 -- configure clock PIN and login access.

This step has two optional sections:

Clock PIN

BuyerKiosk Login

Click Next to review, or Back to return to Step 1.

The review step shows a summary of everything you entered:

Review the details and click Add Team Member to create the new member. A spinner will show while the system processes the request.

Click the Actions dropdown on any row and select Edit to open the detail modal.

The detail modal has four tabs:

Edit basic contact information:

Note: If the team member is synced from an external source (WhenIWork), name and email fields may be read-only. An info banner at the top of the tab will explain this.

Manage role, status, dates, and compensation:

Manage login access, clock PIN, and email reports:

BuyerKiosk Login

Warning: Disabling login will prevent the team member from accessing the system and terminate any active sessions.

Clock PIN

Daily Reports

View a timeline of the team member's recent actions:

The timeline scrolls and has a Load More button for viewing older activity.

There are two ways to give a team member access to BuyerKiosk:

During Step 2 of the add wizard, enable BuyerKiosk login and choose either the invitation or admin-created credentials method (described above).

Click the Roles button in the header to open the role customization modal.

Here you can:

Changes apply to all team members with that role across the store.

If your store uses WhenIWork for scheduling, the Team Members page will show:

During a sync, BuyerKiosk pulls the latest employee records from WhenIWork and updates names, emails, and status. Team members synced from WhenIWork show a green mobile icon in the Status column.

Tip: Synced team members cannot be created or deleted from BuyerKiosk -- manage them in WhenIWork instead. However, you can still set PINs, assign roles, and configure login access in BuyerKiosk.

Deactivation is a soft delete -- the team member's record is preserved but they are removed from active lists and cannot log in. You can reactivate them later if needed.

To reactivate, filter the grid to show inactive members, then use the Actions menu to reactivate.