Using the navigation drop-down menu, on the upper left hand corner of the screen, select Admin > Users.
The empty form on the left half of the page is for creating new users. Fill out each entry in the form accordingly.The two check boxes labeled “All Departments” and “All Stores”, when selected will gray out the drop downs located below them, respectively.
Note! A pin is only required for users who need operating access to the point of sale or inventory management devices (i.e. cashier or receiving staff.) For users, such as; HR, Management, or Corporate who may only need to have access to the back office, a store device pin may not be necessary. If this user only needs access to the point of sale system or inventory management, click the “store device pin only” slider at the top of the form to only assign a pin. This will allow the user to access the point of sale device or inventory management device as a ‘basic’ user with no further access.
The two check boxes labeled “All Departments” and “All Stores”, when selected will gray out the drop downs located below them, respectively.Only use these boxes if you are positive the user will need access to every department and or, needs access at every store. Otherwise continue and use the drop downs to select exactly which areas the user should have access to.
Alert! Be careful when using the ‘Admin’ check box, this gives the user full back-end access, including the ability to create and delete other users. Admin access should only be given to those who need it as a strict requirement to complete their particular job.
Note! Using the “All Departments” or “All Stores” checkbox will also automatically grant that user access at any future store or department that is added later.
When everything has been completed, click the “Create User” button.After a short loading pop up, the page will automatically refresh and the new user will appear in the right hand column of the page.
Editing and Deleting Existing Users
If you have the correct permissions, you can edit, delete, or view existing users details with the icons to the right.
Note! When a new user is added to the system and that user has an email, they will receive an email from the system. Ensure the new user is aware. The email comes from “no-reply@verificationemail.com”.
The user will now prompted create a password and log into their account. For users with a PIN only their pin will immediately be active on Point of Sale devices.
