Create new user

Enter the “User view” by clicking on the Users button under the Systems menu.

In the “Users” view you get an overview of all users added to the domain. To create a new user, click on the New user button at the bottom of the page to the right.

Users with access to User Management can only create new users with permission to stores they have access to.

The "New user" view opens. New user view are divided in 4 sections: User details, Preferences, Store and Cashier.

User details

Start typing the name in the search field.

Search result is displayed in the "Find user" dialog. Click on the name of the wanted user and click on the orange arrow.

User details for the selected user is displayed. It has two tabs: Details and Roles. See User details for more information.

Preferences

Select Region and Language from dropdown list.

Store

All stores

Select the stores the user should have access to. The default choice is "All stores". It gives the user access to all stores.

Store level

It is also possible to give the user access on store level.

Tick Selected stores, store level fields open.

You can limit the users access to specific profiles, teams, or stores. It is possible to select more than one.

Cashier

It is possible to add a cashier to the user.

The "Add cashier" fields opens.

Add cashier number.

Cashier number can also be added by clicking on the "Get next available number" link. Next available number is added.

Cashier PIN must be set. By default "Set on first login to POS" is checked. Then the cashier PIN must be set the first time the user login to POS.

If you uncheck this option, then a field to set cashier PIN opens. Add cashier PIN.

Click on the Create button when you have added information about the new user. The new user is created, and the name of the user is shown at the top of the page.

Copy user settings

When you are creating a new user, it might be faster to copy settings/roles from an existing user. Use the more button ('...') in the bottom right when editing the existing user. All properties of the existing user will be copied apart from user details.

Select "Create copy of the user". The "Create a copy" dialog opens.

Start writing the name of the new user in the "New user" field. Search result is displayed.

Select the wanted user from the search result. New users are added to the "Create copy" dialog.

Click on the Create button to create a new user of a copy of the existing user's properties. A new user is created, and the user details screen opens.

Copy user settings are only available for users with permission "Create new user".