Setting up a user

Every person who uses Store Manager or POS should have their own unique user account A user account is required to log in to Central Manager, Store Manager, Loyalty, or POS. Every employee should have their own unique user account..

To set up a user and assign a user role:

1.

Click Setup.

2.

Expand People & Security.

3.

Click Users.

4.

Click New.

5.

Enter the following information: SHOW MORE INFO

• Login ID

• User Name

• Telephone

• Email

• Password

Field	Description
Login ID	The ID that the person will use to log in to 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. User accounts that do not have passwords are vulnerable to fraud and theft.

6.

In the User Roles section, click the Search icon beside POS Role or Manager Role and select the user role with the appropriate privileges, e.g., Cashier-Reg, Manager-Full.

You can customize the privileges for the cashier by adding or removing cashier rights from the list. If the manager may need to enter transactions, you can assign both a POS Role and a Manager Role.

There are two default Manager roles: Manager-Full has full privileges and Manager has read only access.

7.

Click Save and Close.