Users of your system

This article is intended to help you maintain security on your POS and BackOffice by modifying or removing users.

Why security?

Of course, it’s possible that an employee who has a user account in your system is no longer working for you. In that case, you certainly don’t want that person to be able to access the system.

How can I view the users?

To view users or add a new user, go to [Settings] in the bottom-left corner and then to the [Users] section. You’ll then see the full list of [Users].

Here, you also have the option to:

1. Edit users (pencil icon).

2. Delete users (trash can).

3. Add users (the “Add” button in the top right corner).

When creating or editing a user, you can fill in the following fields. The bolded fields are required. 

1. First name, middle initial, and last name.

2. Email

1. If the user does not need an email address (for example, an employee who only works at the register), you can use the “Use system email” button. This creates a system email address based on the user’s full name.

3. Password

1. Create your own password or use the button on the far right to generate one

2. Minimum password requirements:

1. 6 characters

2. 1 lowercase letter

3. 1 uppercase letter

4. 1 digit

5. 1 special character: (.,:;<>!#@()[{}+=_/$%&?*]\)

4. Security Code

1. A security PIN can be used as a quick login method instead of a password. You can use it in:

2. POS devices

3. the POS App

4. InStore App

5. InControl App

5. Language

1. This language is used at the register and in the back office

6. Location

1. Use this button to specify which location this user belongs to. This does not impose any restrictions.

7. Role

1. Back Office Roles

1. Administrator

1. An Administrator has access to everything and can view everything.

2. General Manager

1. A Manager can view everything except “Technical Settings” under “Settings.”

3. Full User

1. A User can view everything except “Technical Settings” and “Company Information” under “Settings”

4. Web Store Manager

1. Manager for all online stores. Has a limited dashboard in BackOffice and can manage all orders, customers, and products.

2. Has the same permissions as a senior cashier at the POS

5. Store Manager

1. Manager for all stores. Has a limited dashboard in the BackOffice and can manage all orders, customers, and products.

6. Orders Only

1. User for the POS or BackOffice who can only process orders and cannot view totals or perform administrative tasks

2. Has the same permissions as a senior cashier on the POS

2. POS-Only Roles

3. Store Manager

1. Store manager for a single store. Can close out the day and process returns, but cannot change POS settings.

4. Head Clerk Plus

1. Head Clerk Plus has all the permissions of a Head Clerk and can close out the day and view sales totals.

5. Senior Cashier

1. Senior Cashiers can view all orders, but cannot close out the day or process returns.

6. Junior Clerk Plus

1. Junior Clerk Plus can view all orders and the totals for today and yesterday, and can close out the day.

7. Junior Cashier

1. Junior Cashier can only handle simple sales transactions.