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Setting Up a Shared Device Tablet

Jenny Vaughn
Updated

Your kitchen just leveled up! Shared Device Mode allows you to set up a phone or tablet that your team can use to view recipes, upload invoices, take inventory, and record waste — all without accessing sensitive financial information.

What You’ll Learn

Video Walkthrough

 

Using Shared Device Mode

Once this is enabled, anytime the MarginEdge app is opened on the tablet:

  • The app will automatically launch in Shared Device Mode
  • Staff will enter the 4-digit PIN to access allowed features

What Team Members Can Do

  • View recipes (including videos, ingredients, and methods)
  • Upload invoices
  • Take inventory
  • Record waste

Note: If the shared device is used to upload an invoice or take an inventory on audit trails the user will show as the Device name. For example if the Device name is "FOH Tablet" and an invoice is uploaded using it then the relevant fields will say "FOH Tablet" as the user.

Language Options

To make it easy for all staff members to navigate the tablet in their preferred language, you can select your preferred language on the login screen. It's available in:

  • English, French, Spanish

To change the language, you will need to logout and select a new language before logging in again. 

 

Setting Up a Shared Device

Start in the web app - The first steps are completed from your computer.

Note: You’ll need MarginEdge Admin or Restaurant Admin permissions to complete this step!

  1. Log into MarginEdge on your computer.

  2. Go to Setup → Shared Devices.

  3. If you have multiple locations, you can filter your view for one specific location or for all locations.

  4. Click Add Device.

  5. Give the tablet a nickname (e.g. Bar Tablet, Kitchen Tablet).

  6. Select the store the device belongs to.

  7. Create a 4-digit PIN your team will use to access the tablet.
  8. Click Generate QR Code - 
    A unique QR code will appear — keep this page open, as you'll scan this code from the tablet.
 

Get the Tablet - QR code complete, now you will register the device

Open the phone or tablet camera and scan the QR code displayed on your computer.

  • If you have the MarginEdge App alrady installed, the tablet will complete the installation and switch immediately into Shared Device Mode.

  • If you still need the MarginEdge app, it will take you directly to the Apple App Store or Google Play store to download it. 

Complete! 

Your device is now ready for team use and use the 4-digit pin created in the [me] web app when you set up the shared device.

 

Managing or Removing a Shared Device

If the phone or tablet is lost, replaced, or no longer needs shared access:

  1. In MarginEdge, go to Setup → Shared Devices in the web app.
  2. Find the device in your list (e.g. Bar Tablet).
  3. Click Remove Device.

After removal:

  • The tablet will exit Shared Device Mode and the PIN will no longer unlock the device
  • The app will return to normal login behavior, requiring a username and password