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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 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. 

Step #1 - Setting Up a Shared Device (Web App)

Note: You’ll need MarginEdge Admin or Restaurant Admin permissions to set up a shared device!

To begin, you’ll set up the shared device from the MarginEdge web app.

  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.

 

Step #2 - Registering the Tablet (Mobile App)

Once you have the QR Code, get the tablet for the second step:

  1. Open the MarginEdge mobile app. (Available through Apple App Store or Google Play)

  2. Log in using your regular MarginEdge username and password.

  3. Tap More → Register Shared Device.

  4. Tap Get Started to open the device’s camera.

  5. Scan the QR code displayed on your computer.

Once scanned, the tablet will switch immediately into Shared Device Mode.

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 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