Setting up store users

If you typically manage store users in Central Manager, follow this procedure to set up store users and synchronize the users to the applicable store groups. However, if you prefer to manage users at the store level, you can set up users in Store Manager and they will synchronize to Central Manager.

Pre-requisites: You must set up manager or POS user roles before you set up Store Manager or POS users.

1.

Click Setup.

2.

Expand People and Security.

3.

Click Store Users.

4.

Click New.

5.

Enter user properties and register properties. SHOW MORE INFO

For example:

• Login ID

• User Name

• Email

• Password

• Floor Limit

• Return Limit

Field	Description
Login ID	The ID that the user will use to log in to Store Manager or POS. Tip: The Login ID prints on the customer's receipt. To protect the privacy of employees, consider using a numeric ID. (An added benefit is that numeric IDs are also easier to enter in POS.) You might also consider using a number series for IDs that aligns with the user's role. For example, all 100's are cashiers, 200's are floor managers, 300's are manager, and so on.
User Name	The user's first and last name.
Telephone	The user's telephone number.
Email	The user's email address.
Password	A password that the user must enter to log in to POS or Store Manager. Passwords are optional but recommended.
Cash Drawer	The cash drawer the user is permitted to access.
Floor Limit	The maximum non-cash transaction amount the user is allowed to process.
Return Limit	The maximum return transaction amount the user is allowed to process.
POS Task Pad	The POS Task Pad assigned to the user.

6.

If you are setting up cashiers:

a.

From the User Roles drop-down, select the POS Role you want to assign to the user.

b.

If desired, you can override privileges assigned to the POS Role by adding or removing them in the POS Role Overwrite list.

c.

If desired, you can override the Over/Short Limits assigned to the POS Role by adding or removing new limits.

7.

If you are setting up managers, from the Manager Role drop-down, select the manager user role you want to assign to the user.

Note: You can also assign a POS Role to managers if you want them to be able to process transactions in POS if required.

8.

On the Store Groups tab, select the store groups where you want to add the user.

9.

Click Save And Close.