BackOffice Settings
& Password

BackOffice Settings

‘Settings’ is located on the sidebar and is split into 3 sections: Account, Store, and Register Settings.

Account Settings

Manage Account
Update Business Owner information, manage your plan, update payment details, and view billing activity.

Store Settings

Locations
Link new or existing locations to switch between each store’s BackOffice, view multi-location reporting, create and delete items in all linked locations, and copy one item shortcuts layout to all locations.

Receipts and Tips
Customize paper and email receipts and choose how customers sign and tip for sales paid for with credit or gift cards.

Receipt and tip settings can also be accessed by the Business Owner from the ShopKeep Register app. This feature is available for ShopKeep accounts created on or after July 23, 2019.

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

Employees with the relevant BackOffice permissions can also create and apply tax rates when creating new items from the ShopKeep Register app.

Discounts
Create named discounts and manage their settings.

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

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

Email Settings
Enable or disable Sales Summary emails.

Label Printing
Configure what prints on ShopKeep barcode labels. Add and customize descriptions, prices and currency symbols, the store name, and barcodes for labels.

Overtime Settings
Set up the overtime settings used for the Labor Tracking Report.

Register Settings

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

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.

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.

Available BackOffice user types will vary depending on your current pricing package. To learn more about BackOffice and register privileges, 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 view every area of BackOffice, including all options on the Settings menu:

BackOffice Manager

BackOffice Managers are a type of BackOffice user the Business Owner can create. BackOffice Managers can access the following settings:

Receive Inventory Users

Receive Inventory Users are another type of BackOffice user the Business Owner can create. They are able to use only specific BackOffice inventory features. Receive Inventory Users can access:

Custom Permissions

For BackOffice users with custom permissions, the areas of BackOffice the employee will be able to access are chosen when adding them to the Staff List. At the register, these employees can access the Item List and Item Shortcuts setup page if they have the relevant permissions and, in the Android ShopKeep Register app, can access all settings on the Setup screen. Employees with custom permissions can also sign into the ShopKeep Pocket and ShopKeep Pay mobile apps. Learn about the specific permissions available for employees with custom permissions here.

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 to sign up for ShopKeep, follow the instructions below to change or reset it.

1. Visit www.shopkeepapp.com and click 'Need help logging in?'.

   

   Click to Enlarge

2. Enter the Business Owner email address and click 'Send'.

   

   Click to Enlarge

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.

   

   Click to Enlarge

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.