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employeeuseruser rolesPOSStore Manager

Add user accounts

This topic describes how to add new user accounts for store employees. You can assign POS user roles for POS users, and manager user roles for Store Manager and Store Loyalty users.

Every person who uses an RMH app should have their own unique user account.

  1. Click Setup.

  2. Expand People & Security.

  3. Click Users.

  4. Click New.

  5. Enter information about the user.

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.

  1. In the User Roles section, click the browse 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.

  1. Click Save and Close.

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