How can I add and manage users?

In this tutorial, we are going to show you how to add and manage users.

Step-by-step instructions

In General > users you will find the users who are allowed to log in to the POS and/or the back office.

To add a user press + Add user in the top right corner.

  1. Enter the name of the user
  2. Define the Role(s) decide if the user is allowed to log into the back office and/or is an App user
  3. In case of a back office user an email address and password must be created. Click the eye to see the password

If you want to create an App user, which allows someone to log into the checkout, complete the following steps:

  1. Indicate where the app user will have access to. If it's all locations tick the parent branch
  2. Enter the user's first name (optional)
  3. Enter the user's last name (optional)
  4. Pin code: this pin code is the access code to log in to the cash register
  5. Barcode/passcode: if you have an external reader, enter the code of the NFC key or barcode that will be scanned
  6. Language: set a different language if necessary. When None is selected, by default the language is 'the local language
  7. User group: Give the user the appropriate rights (floor manager or waiter) and click Add users

When you have filled out everything, click Save in the bottom right corner.

Keep in mind, since changes have been made, you must send them to your system by navigating to the general settings.
  1. Go to General
  2. Then navigate to the sub-category General
  3. From there, click on Send to transmit the changes to your system

For further details, please check out our article: How do I send changes from the Backoffice to my POS?

🕹️ Interactive tutorial

🎓 Downloadable PDF

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