Back Office: User Management - Creating a New User

Back Office: User Management - Creating a New User

  1. Sign into the Back Office.


  2. On the left-side Navigation Panel, click User Management then Users.


  3. On the Users screen: click + New User. The New User screen appears. When adding or editing a User, the following fields will be Mandatory: Name, Last Name, E-Mail, Language, POS Initial Screen, PIN, Password, and Role(s).




  4. New User Screen

  5. Select whether to Enable User Sign In (requires User to enter Email and Password).
    1. This allows users to sign in to the Back Office or Schedule app with their own Email and Password. If you would not like to allow this, then set it to NO.

  6. Enter the new User’s First and Last Names (Mandatory).

  7. Select the user’s Gender and enter their Date Of Birth (if necessary).
      

  8. Enter the user’s Phone Number (if necessary) and E-Mail (Mandatoy).
  9. Select the user’s primary Language (Mandatory) then enter their Date Of Joining (first day of employment).


  10. Select what you’d like the Initial Screen to be for this user (Mandatory - what they see immediately upon logging in) – POS, Table, Bar, Retail.

  11. Enter a unique PIN number for the user (Mandatory) – minimum of 4 digits. Click the eye icon to reveal the PIN and double-check it. If the PIN is not unique, a red ‘Pin already exists’ banner appears.
           

  12. User Photo (optional)

    1. Click the document with arrow   icon. A File Explorer pop-up window appears.

    2. Navigate to where the user’s photo is saved. Select the file and click Open or double-click it.

      1. File Format – JPG or PNG
      2. File Size – Maximum of 2 MB        
      3. Resolution – Recommended 400px by 400px

  13. Enter the user’s initial Password. (When you click the Password field, the Set Password pop-up will appear), then re-enter it in Confirm Password. Green circled checkmark means a password requirement is met.

    1. Password Rules – The Password must include:
      1. Between 6 and 12 characters
      2. An uppercase character
      3. A lowercase character
      4. A number
      5. A Special character (such as !,@, #, or $).

  14. When both are entered click Authenticate. If approved, the password will populate both Password fields. Click the eye icon to reveal the Password and double-check it.


  15. Select all the Roles (Mandatory) that the user can fulfill from the dropdown (these Roles are established under User Management > Roles).


  16. Address

  17. Enter the user’s mailing Address (if necessary): Line 1 (Street), Apt/Suite/etc., City, State, ZIP. 


  18. Payroll - Enabled after User’s profile is Saved for the first time (a pop-up appears confirming you want to set up Payroll).


  19. Payroll Pane

    1. Select whether the Wages are By Hourly or Monthly, and the Effective Date.


      1. If Hourly, set the Hourly Wage By Role based on the Roles you selected for the User.


      2. If Monthly, set the Monthly Salary ($).


    2. When Payroll is set, click Save at the bottom right of the pane.

  20. Other Settings

    1. Clock Required – Select whether to require the User to Clock In before they can make Sales on the POS system.
    2. Do Auto Cashier Out – Select whether to automatically Cash Out the user at the end of their scheduled shift.
    3. Cash Tip – Select whether to enable a Cash Tip for the User. If Yes, enter the Cash Tip Percent (type the % or use ▲/▼ to increase/decrease the value (increments of 1).
    4. Sync to Schedule – Select whether to Sync the user to the operation-wide Schedule.

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