BackOffice Settings
& Password

BackOffice is where the business manages inventory, tracks sales, and runs reports. Learn what BackOffice settings are available, how employee BackOffice privileges work, and how to change the login and password.

Table of Contents

BackOffice Settings

Settings is located on the sidebar and is split into 3 areas: Store Settings, Register Settings, and Integrations.

Store Settings

Locations
Link new or existing locations to switch between each store’s BackOffice and view multi-location reporting.

Receipts and Tips
Customize paper / email receipts and choose how customers sign and tip for credit sales.

Taxes
Set the business’s tax rate and create additional tax groups, if needed.

Discounts
Create named discounts and manage their settings.

Tenders
Enable optional tenders like check, gift card, coupon, and more.

Inventory Settings
Turn on Raw Goods for tracking item components and change the method used to calculate inventory cost.

Label Printing
Configure what prints on ShopKeep barcode labels. Add descriptions, prices, or currency symbols to labels.

Register Settings

General
Enable Serverless Sync™, set the register’s default home screen, enable Auto Signout, turn the credit card reader’s customer-facing display on / off, and select a register type.

Register Licenses
Add, remove, or deactivate register licenses and view each register’s name, number, and status.

Printers
Manage the printers and printer groups used for ticket printing.

Integrations

eCommerce
Create a webstore and start selling items online with BigCommerce.

Online Ordering
Set up a custom website with your menu items for customers to place pickup orders.

MailChimp
Integrate MailChimp with ShopKeep to send out automated marketing emails to customers.

QuickBooks
Set up QuickBooks® Integration to sync daily shift information to QuickBooks.

Employee Privileges

The Business Owner can access every option in the Settings menu, but other BackOffice users have limited permissions. Learn below about which BackOffice options are available to each type of user.

To learn about register privileges for cashiers and managers, visit our Manage Staff article.

Business Owner Access

The Business Owner login is the email address originally used to create the ShopKeep account. The Business Owner can access:

Locations, Receipts and Tips, Taxes, Discounts, Tenders, Inventory Settings, Label Printing, General, Register Licenses, Printers, eCommerce, Online Ordering, MailChimp, QuickBooks.

BackOffice Manager with Register Code

BackOffice Managers are additional BackOffice users created by the Business Owner. BackOffice Managers can access:

Taxes, Discounts, Tenders, Inventory Settings, Label Printing, General, Printers, MailChimp, QuickBooks
*BackOffice Managers also see a limited version of the Staff List.

Change BackOffice Login

This login is used for BackOffice, not the iPad register. The process to change the BackOffice login varies based on a user’s role.

Business Owner Login

Contact ShopKeep Customer Care directly to make changes to the Business Owner’s BackOffice login.

Employee Logins

Employee BackOffice logins can be changed within BackOffice by the Business Owner. Visit our Manage Staff article to learn how to edit an employee’s login via the Staff List.

Change BackOffice Password

Forgot your password or just want to change it? This section covers how to reset BackOffice passwords for the Business Owner and for employees.

Business Owner Password

The Business Owner’s BackOffice password is linked to the email address used when signing up; follow the instructions below to change/reset it.

  1. Visit www.shopkeepapp.com and click 'Need help logging in?'.
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  2. Enter the Business Owner email address and click 'Send'.
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  3. Check your inbox for a ShopKeep login assistance email.

    Can’t find the email? Check your spam folder.

  4. Click the link in the email to go to the password reset page.

    The email also includes the store name(s) linked to that email address.

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  5. Enter a new password and press 'Reset your password'.

Employee Password

Employees cannot use the password reset page. The Business Owner must reset employee passwords in BackOffice. Visit the Manage Staff article to learn how to change an employee’s password via the Staff List.

Visit our BackOffice FAQ for answers to common questions about using BackOffice.

For issues with BackOffice Settings, check out our BackOffice Settings Troubleshooting guide for help.


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