Adding Users & Roles

Adding Users & Roles



Adding Users and Roles is essential for providing appropriate access privileges to each User and Role.

Under User Management, you will find the User and Roles tabs.

To add a Role, click the "Add Role" button located in the top right corner of the screen.

Next, assign a name and priority level to the role. A Level 2 priority role will have access to all users/roles, and each following priority level will give access to the priority levels below it.

Here, You will see drop downs for Back Office, POS, POS Operations, Report Access, Dash Board, Cash Drawer, and Call Center.



These drop-down options will allow you to edit the permissions given to your employees for the POS and back office.


Under the Users tab, you will be able to add employees to the system.

To add an employee, start by clicking the “Add User” button on the top right of the screen.

Here you will see some mandatory fields that need to be filled out, including First Name, Last Name, Roles, Language, Pin, and POS Initial Screen.

Complete these required sections In order to advance to the Payroll Details section on the bar at the top of your screen.

After entering the mandatory information, click “Save & Next.” Afterward, you will be taken to the Payroll Detail Screen.

To add a payment, click the “+ Payment” button at the top of the screen on the right side.

Here, you can determine how the employee’s wages will be disbursed. You have the option of hourly or salary, and when the payments will go into effect.

Once completed, select the “Save” button below.




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