Retail Back Office: User Management - Creating a New User

Retail Back Office: User Management - Creating a New User



Navigation: Sign into the Back Office for your Retail Store. Select User Management > Users.


  1. General

    1. On the Users screen: click + New User. The New User screen appears.



    2. Select whether to Enable User Sign In (requires User to enter Email and Password, and is YES by default).
      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.

    3. Enter the new User’s First and Last Names (mandatory).
    4. Select the user’s Gender from the dropdown then enter their Date Of Birth (if necessary).


    5. Enter the user’s Phone Number (if necessary) and E-Mail (mandatory).
    6. Select the user’s primary Language (mandatory) then enter their Date Of Joining (first day of employment, if necessary).


    7. Select what you’d like the Initial Screen to be for this user (what they see immediately upon logging in [Mandatory]) – POS Screen or Retail Service.


    8. Enter a unique PIN number for the user (Mandatory) – minimum of 4 digits. Click the diagonal line eye icon  to reveal the PIN and double-check it.
           
      1. If the PIN is not unique (meaning it matches the current PIN of another User): a red alert banner with the message ‘Pin already exists’ appears.
             

    9. Enter a unique Employee Id (if necessary).

    10. 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

  2. Password

    1. To enter the User's initial Password: click the Password field, and the Set Password pop-up appears. Enter the New Password, 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 $)

    2. When a requirement is met, the black circle will change to a green circle with a white arrow. Like with the PIN, click the diagonal line eye icon  to reveal the Password and double-check it.


    3. When both are entered click Authenticate. If approved, the password will populate both Password fields.


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


  3. Address

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


  4. Payroll

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


      1. Select whether the Wages are by Hourly or Monthly, and the Effective Date (calendar view).


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


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


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

  5. 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. Sync to Schedule – Select whether to Sync the user to the operation-wide Schedule.

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