SpudgerHQ
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People and access

Customers and team

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Maintain customer records and history while inviting staff, managing roles, and keeping personal access details current.

Where you find it in the app
/customers/customers/create/customers/:id/users/profile/suppliers
Search across every documented workflow.
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At a glance

What you can do

  • Create and update customer records.
  • Review customer sales, orders, and repair history.
  • Invite staff, resend invitations, change roles, and deactivate access.
  • Update personal profile details and change a POS PIN when available.
SpudgerHQ customers list
Customers provides the shared record used by sales, orders, and repairs.
SpudgerHQ team user list
Users is the workspace for invitations and staff access lifecycle actions.
How-to answers

Find the exact task

How do I add a customer?

Open Customers → Create, enter the customer details, and save the record.

  1. Open Customers.
  2. Choose Create Customer.
  3. Enter the available contact details and save.

Why am I seeing a possible duplicate customer?

SpudgerHQ may identify matching contact details so you can review an existing record before creating another one.

  1. Review the possible matches.
  2. Open the existing record when it is the correct customer.
  3. Continue creating a new record only when the customer is genuinely different.

How do I view a customer’s sales and repair history?

Open the customer profile to review linked sales, orders, repair jobs, and available activity details.

  1. Open Customers.
  2. Search for and select the customer.
  3. Review the activity and history sections on the profile.

How do I invite a staff member?

Open Users, choose the invite action, enter the staff member’s email and role, and send the invitation.

  1. Open Users.
  2. Choose Invite Staff.
  3. Enter the email and role, then send the invitation.

How do I resend a staff invitation?

Open the pending staff invitation from Users and use the resend action when it is available.

  1. Open Users.
  2. Find the pending invitation.
  3. Choose Resend Invitation and confirm.

How do I change a staff member’s role?

Open the staff profile, select the new available role, and save the change. The role controls the access the app grants.

  1. Open Users.
  2. Select the staff member.
  3. Choose the new role and save.

How do I deactivate or reactivate staff access?

Open the staff profile and use the access lifecycle action available for the current status.

  1. Open Users and select the staff member.
  2. Choose Deactivate or Reactivate.
  3. Confirm the change and ask the staff member to sign in again if needed.

Who can manage users?

Needs verification

User-management actions are role-restricted. The current presentation model confirms that administrative actions are not available to every staff profile.

Verification noteUse the role checks enforced in the current build as the source of truth for the complete user-management permission matrix.

How do I change my POS PIN?

Needs verification

Open your profile or staff access settings and use the POS PIN action when it is exposed for your account.

  1. Open Profile or the staff access surface.
  2. Choose Change POS PIN.
  3. Enter and confirm the new PIN.
Verification noteThe PIN surface is represented by the product modules, but exact exposure can depend on the active role and build.
Important rules and availability

Keep this context in mind

  • Customer Orders require a named non-system customer.
  • Staff access changes remain subject to role permissions and backend authorization.
  • The complete permission matrix is distributed across route guards and backend authorization; this page lists only confirmed behavior.
Keep exploring
Start here

Account and onboarding

Create or access your SpudgerHQ account, choose a store, and set up the workspace your team will use each day.

ActiveBrowse answers
Sales and payments

Checkout

Complete product sales, collect payments, print receipts, and turn a named cart into a future customer order.

ActiveBrowse answers
Future fulfillment

Customer Orders

Reserve stock, collect deposits or balances, manage pickup readiness, and complete or cancel named customer orders.

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Repair workflow

Repairs

Capture a repair intake, schedule work, manage parts and services, run QA, collect payment, and move the job to ready or complete.

Active · contract routes redirectedBrowse answers
Need more help?

Talk to the SpudgerHQ team.

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