- Navigate to Setup :: Users :: Manage Users
- Enter the employee’s user name in the ‘Login’ field
- Enter and confirm the user’s password in the appropriate fields (if you’d like the user to be prompted to create a new password on their next login, mark ‘Require New Password’ at the bottom of this screen)
- Enter the user’s Last and First name (required)
- Enter the user’s Middle Name, Phone number, and Email address in the appropriate fields (optional)
- Have the user select their security question and type the answer. If the user forgets his or her password, they will be prompted with this question (optional)
- In the ‘Start Date’ field, enter the date that the employee was hired (optional)
- Assign the user the appropriate Roles by marking each that applies beneath ‘Roles’ NOTE: If this user will be used to log in to the POS at the beginning of the day, or if they require access to the Back Office, they must be assigned a role with access to the relevant store or stores.
- Assign the user a Cashier Code if appropriate, or click ‘Get Next Code’ to populate the next available code at your organization
- Click ‘Save and Continue’
Have more questions? Submit a request
Comments