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Getting Started as Staff

Welcome to Payverge! This guide helps staff members get started with the platform. You don't need a crypto wallet or any blockchain knowledge - just your email address.

How Staff Access Works​

Unlike business owners who use crypto wallets, staff members use a simple email-based login system:

  • No Crypto Wallet Needed - Just your email
  • No Passwords - Use one-time codes instead
  • Role-Based Access - See only what you need
  • Mobile Friendly - Works on any device

Receiving Your Invitation​

Invitation Email​

Your manager will send you an invitation email:

Email Contains:

  • Restaurant/business name
  • Your assigned role
  • Invitation link
  • Expiration date (7 days)

TODO: ADD IMAGE - Screenshot of invitation email

Accepting the Invitation​

  1. Check Your Email - Look for invitation from Payverge
  2. Click the Link - Opens acceptance page
  3. Enter Your Name - Provide your full name
  4. Accept Invitation - Confirm acceptance
  5. Success! - You're now part of the team

TODO: ADD IMAGE - Screenshot of invitation acceptance page

Check Spam

If you don't see the email, check your spam/junk folder. Add noreply@payverge.io to your contacts.

First Login​

Accessing the System​

After accepting your invitation:

  1. Visit Staff Login - Go to payverge.io/staff/login
  2. Enter Your Email - The email you were invited with
  3. Request Code - Click "Send Code"
  4. Check Email - You'll receive a 6-digit code
  5. Enter Code - Type the code
  6. Access Dashboard - You're in!

TODO: ADD IMAGE - Screenshot of staff login flow

Login Codes​

How Codes Work:

  • New code for each login
  • Sent via email instantly
  • Expires in 10 minutes
  • Cannot be reused
  • No passwords to remember

Security:

  • Codes are one-time use
  • Unique to your email
  • Secure authentication
  • No password vulnerabilities

Understanding Your Role​

Your role determines what you can access and do in the system.

Manager​

You Can:

  • ✅ Manage menu items
  • ✅ Create and manage tables
  • ✅ Invite and manage staff
  • ✅ Create and close bills
  • ✅ Approve orders
  • ✅ Access kitchen display
  • ✅ View analytics

You Cannot:

  • ❌ Change subscription
  • ❌ Modify payment settings
  • ❌ Access financial settings

Your Focus: Overall operations and team management

Server​

You Can:

  • ✅ View tables and status
  • ✅ Create bills
  • ✅ Add items to bills
  • ✅ Process payments
  • ✅ Close bills
  • ✅ View order status

You Cannot:

  • ❌ Edit menu
  • ❌ Manage staff
  • ❌ View analytics
  • ❌ Create/delete tables

Your Focus: Customer service and bill management

Host​

You Can:

  • ✅ View all tables
  • ✅ See table status
  • ✅ View active bills
  • ✅ Monitor guest flow

You Cannot:

  • ❌ Create or edit bills
  • ❌ Manage menu
  • ❌ Process orders
  • ❌ Manage staff

Your Focus: Guest reception and table management

Kitchen​

You Can:

  • ✅ Access kitchen display
  • ✅ View incoming orders
  • ✅ Mark items "In Kitchen"
  • ✅ Mark items "Ready"
  • ✅ See special requests

You Cannot:

  • ❌ Access anything else

Your Focus: Food preparation and order tracking

TODO: ADD IMAGE - Diagram showing role permissions

Your Dashboard​

Dashboard Layout​

After logging in, you'll see your role-specific dashboard:

Navigation Sidebar:

  • Dashboard/Home
  • Features based on your role
  • Settings (limited)
  • Logout

Main Area:

  • Quick stats
  • Active tasks
  • Recent activity
  • Quick actions

TODO: ADD IMAGE - Screenshot of staff dashboard

Quick Actions​

Based on your role, you'll see relevant quick actions:

Manager:

  • Create bill
  • Approve orders
  • View kitchen
  • Add menu item

Server:

  • Create bill
  • View tables
  • Check orders

Host:

  • View tables
  • Check availability

Kitchen:

  • View orders
  • Update status

Daily Workflow​

Manager Workflow​

Start of Shift:

  1. Log in via email code
  2. Review daily operations
  3. Check pending orders
  4. Monitor kitchen status
  5. Review staff assignments

During Shift:

  • Approve incoming orders
  • Handle special requests
  • Manage staff issues
  • Monitor analytics
  • Assist with bills

End of Shift:

  • Review day's performance
  • Close remaining bills
  • Check for issues
  • Prepare for next shift

Server Workflow​

Start of Shift:

  1. Log in via email code
  2. Check assigned tables
  3. Review active bills
  4. Note any specials

During Shift:

  • Greet guests
  • Create bills
  • Take orders (or guests order via QR)
  • Add items to bills
  • Process payments
  • Close bills

End of Shift:

  • Close all your bills
  • Review tips
  • Report any issues

Host Workflow​

Start of Shift:

  1. Log in via email code
  2. Check table availability
  3. Review reservations (if applicable)
  4. Note busy sections

During Shift:

  • Greet guests
  • Monitor table status
  • Coordinate with servers
  • Manage wait times
  • Track guest flow

End of Shift:

  • Review occupancy
  • Note any issues
  • Prepare for next shift

Kitchen Workflow​

Start of Shift:

  1. Log in via email code
  2. Open kitchen display
  3. Check equipment
  4. Review prep status

During Shift:

  • Monitor order queue
  • Mark items "In Kitchen"
  • Prepare dishes
  • Mark items "Ready"
  • Note special requests

End of Shift:

  • Complete remaining orders
  • Clean up
  • Report any issues

TODO: ADD IMAGE - Screenshots of different role workflows

Mobile Access​

Using on Your Phone​

Payverge works great on mobile devices:

Benefits:

  • Access from anywhere
  • No app download needed
  • Works in any browser
  • Touch-friendly interface
  • Fast and responsive

Tips:

  • Bookmark the login page
  • Keep browser tab open
  • Enable notifications
  • Use WiFi when available

TODO: ADD IMAGE - Screenshot of mobile staff interface

Common Tasks​

Creating a Bill (Server/Manager)​

  1. Tap "Create Bill"
  2. Select Table - Choose table number
  3. Add Items - Browse menu and add
  4. Review - Check items and total
  5. Confirm - Bill is created

Processing Payment (Server/Manager)​

  1. Open Bill
  2. Verify Total - Check with guest
  3. Guest Pays - Via QR code or manual
  4. Confirm Payment - Mark as paid if manual
  5. Close Bill - Finalize transaction

Approving Orders (Manager)​

  1. View Pending Orders
  2. Review Details - Check items and requests
  3. Approve or Reject - Make decision
  4. Send to Kitchen - If approved
  5. Notify Guest - If rejected

Updating Order Status (Kitchen)​

  1. View Order Queue
  2. Select Order
  3. Mark "In Kitchen" - When starting
  4. Prepare Dish
  5. Mark "Ready" - When complete

Tips for Success​

General Tips​

  • ✅ Log in at start of shift
  • ✅ Keep browser open during shift
  • ✅ Check for updates regularly
  • ✅ Communicate with team
  • ✅ Report issues promptly

For Servers​

  • ✅ Verify table numbers
  • ✅ Double-check orders
  • ✅ Process payments promptly
  • ✅ Close bills quickly
  • ✅ Be friendly with guests

For Managers​

  • ✅ Monitor all operations
  • ✅ Approve orders quickly
  • ✅ Support your team
  • ✅ Review analytics daily
  • ✅ Handle escalations

For Hosts​

  • ✅ Greet warmly
  • ✅ Monitor table status
  • ✅ Coordinate with servers
  • ✅ Manage wait times
  • ✅ Keep entrance organized

For Kitchen​

  • ✅ Update status promptly
  • ✅ Check special requests
  • ✅ Communicate delays
  • ✅ Maintain quality
  • ✅ Keep display updated

Getting Help​

During Your Shift​

Ask Your Manager:

  • Role-specific questions
  • Permission issues
  • Workflow questions
  • Technical problems

Ask the Owner:

  • Account access issues
  • Role change requests
  • Major technical issues

Technical Support​

Contact Payverge:

  • Email: support@payverge.io
  • Include your restaurant name
  • Describe the issue
  • Provide screenshots if possible

Troubleshooting​

Can't Receive Login Code​

Solutions:

  1. Check spam/junk folder
  2. Verify email address
  3. Wait 1-2 minutes
  4. Request new code
  5. Contact manager

Code Expired​

Solutions:

  • Request new code
  • Enter code within 10 minutes
  • Check email immediately
  • Don't wait to enter code

Can't Access Feature​

Check:

  • Your role permissions
  • Feature is enabled
  • You're logged in
  • Browser is updated

Solution:

  • Verify with manager
  • Check role assignment
  • Try different browser
  • Contact support

Dashboard Not Loading​

Solutions:

  1. Check internet connection
  2. Refresh the page
  3. Clear browser cache
  4. Try different browser
  5. Restart device

Security Best Practices​

Protecting Your Access​

Do:

  • ✅ Keep email secure
  • ✅ Log out after shift
  • ✅ Don't share codes
  • ✅ Use secure devices
  • ✅ Report suspicious activity

Don't:

  • ❌ Share your email login
  • ❌ Give codes to others
  • ❌ Leave device unattended
  • ❌ Use public computers
  • ❌ Save codes

Privacy​

Remember:

  • Access is role-based
  • You see only what you need
  • Guest info is private
  • Financial data is restricted
  • Report any concerns

Frequently Asked Questions​

Do I need a crypto wallet?​

No! Staff members use email-based login. No crypto knowledge needed.

Can I access from home?​

Yes, if your manager allows it. Most staff access during shifts only.

What if I forget my email?​

Contact your manager. They can resend the invitation or update your email.

Can I change my role?​

Only your manager or owner can change roles. Ask them if you need different access.

What if I'm locked out?​

Contact your manager immediately. They can help restore access.

Can I use multiple devices?​

Yes, but you'll need to log in separately on each device.

How long do sessions last?​

Sessions last 24 hours. You'll need to log in again after that.

What if I leave the job?​

Your manager will remove your access. You won't be able to log in anymore.

Next Steps​

Now that you're set up:

  • Learn Your Role - Review role-specific guides
  • Practice Tasks - Try common workflows
  • Ask Questions - Don't hesitate to ask
  • Be Patient - You'll get comfortable quickly

Welcome to the team! We're glad to have you on Payverge.