Team & access

Manage employee records, branch scope, PINs, roles, and permissions.

Verified guidanceButton names, outcomes, permissions, and recovery steps are matched to the current PorThorOS interface and its tested workflows. Reviewed 29 July 2026

Employees

How to add an employee

Create one record and one PIN for each person who uses PorThorOS.

  1. Open Settings › Employees and choose Add employee.
  2. Enter Full name, Phone, and Start date when used.
  3. Choose the Role and one or more Branches.
  4. Enter a unique Four-digit PIN.
  5. Attach required documents, then choose Add employee.
How to change access or a PIN

Update the existing employee record instead of creating a replacement account.

  1. Open Settings › Employees and choose Manage.
  2. Change Role, Branches, or Status.
  3. To replace the PIN, enter New PIN (optional).
  4. Choose Save access.
How to remove checkout access

Suspend the employee so the record and audit history remain connected.

  1. Open Settings › Employees and choose Manage.
  2. Set Status to Suspended.
  3. Review the assigned Role and Branches.
  4. Choose Save access.

Roles

How to create a role with refund access

Create a named role and enable only the actions the job requires.

  1. Open Settings › Access and choose Add role.
  2. Enter Role name.
  3. Enable Request refunds and other required permissions.
  4. Choose Save role, then assign it from the employee record.