Create users, PINs, locations and roles

6 steps. Prefer to watch? Play the 2:18 video.

1. 1

   Go to User Management → Users → Create New User and enter the first and last name.

   

2. 2

   Enter an email. It's only a login username, such as [email protected], so it doesn't need to be a real inbox.

   

3. 3

   A password is generated for you. Change it before you hand over the account.

   

4. 4

   After saving you'll see a login PIN, which the cashier uses to sign in to the POS.

   

5. 5

   Assign a location (Main Store for now).

   

6. 6

   Under Roles & Permissions, edit a role or create a new one and untick what it shouldn't access.

   

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