Step 1
Verified starting point
Open Staff, choose the branch, then Add Staff Member. After creating a personal four-digit PIN, use Open Service Board in the dashboard header.
- The login screen is Service Login
- PINs are unique within the selected branch
- Do not use an example PIN from documentation
Step 2
Create a personal floor staff record
Go to Staff, select the branch, and choose Add Staff Member. Enter the person's name, choose the Waiter role, and set a unique four-digit PIN or use Generate PIN. Save the record and copy the PIN when it is shown.
- Create one record per person; never use a shared team PIN
- Give the PIN only to the staff member who owns it
Step 3
Open the branch staff screen
On the floor tablet, open Open Service Board from the dashboard header and sign in with the staff member's PIN. Use the quick-order / waiter ordering control available to that role, select the correct table, add structured modifiers and notes, and submit the order.
- Pin the supported branch URL to the tablet home screen
- Confirm the staff member cannot open owner-only settings
Step 4
Verify accountability and revoke access
Place one test table order and confirm the table, staff identity, items, and notes reach the live kitchen queue. When a person leaves or a PIN is exposed, disable or replace that staff record immediately; do not recycle the PIN casually.
- Review order attribution during the pilot
- Keep a staff-assisted fallback for device or network failure