The number of employee accounts that you can add to your Retail account depends on your Lightspeed Retail plan. If you've reached your employee limit and the + New Employee no longer displays in Settings > Employee Setup, we recommend archiving an employee account you're no longer using. If you need to keep all your current employee accounts active, email your request to increase your employee limit to your Sales Account Manager directly or to the Sales department at firstname.lastname@example.org. Alternatively, you can contact Support as they can coordinate a phone transfer or a callback request.
Before you begin
If you plan on using employee roles, we recommend configuring the permissions of each employee role before creating your employee accounts. Seeing that a Custom role can only be created and configured after an employee account is created, we recommend that you at least plan out ahead of time which permissions you'll enable for that specific employee. For more information on employee permissions, please see our Configuring employee roles article.
Creating an employee account
From the main menu, click Settings > Employee Setup > + New Employee.
Enter the employee’s first name and last name.
Assign them an employee role.
If you have a multi-store account, you can limit the employee’s access to a specific shop by selecting it from the Limit To Shop list.
- In the Phones section, enter your employee's phone numbers:
- In the Address section, enter your employee's mailing address:
- Address 2 (e.g. 3rd Floor)
- Postal Code/Zip Code
- In the Other section, enter the following details:
- Email 1 (used if the Email contact method is selected)
- 2 (employee's secondary email address)
- Custom (e.g. employee number 13)
In the Contact section, select your employee's preferred contact method (Email, Mail or Call) for software updates and important messages from Lightspeed Retail. Your employee's explicit consent is required to contact them through these methods.
NOTE: If you're an Omnichannel merchant, customers who have subscribed to your newsletter in your eCom store will have the Email checkbox selected in your Retail account.
Click Save Changes.
The employee is now officially created in your Lightspeed Retail account.
Set up login credentials for the new account via the left menu Sign In tab (login name, password, and access PIN). For more information, please see our Setting login credentials article.
If you've assigned a Custom role to the employee account, click Rights in the left menu and enable a customized set of permissions. As Custom roles are not listed in Settings > Employee Roles, you would also modify the permissions of the Custom role in the same way in the future. For more information, please see our Configuring employee roles article.