Adding users (cashiers, managers and staff)

1. Go to User Management › Users › Add.
2. Enter the person's name, e-mail (used for password resets) and contact details.
3. Under Roles and Permissions:
   • tick Is active?;
   • choose a Role, e.g. Cashier or Admin. See Roles and permissions;
   • choose the Access locations: only the shops this person works in, or All Locations.
4. Under Login, tick Allow login and set a Username and Password. Share them privately with the person.
5. Optional: Sales Commission Percentage, maximum discount, and salary/HR details (if HRM is enabled).
6. Click Save.

When someone leaves

Edit the user and untick Is active? (or Allow login). They can no longer sign in, but their past sales stay in your reports with their name. Avoid deleting users who made sales.

Resetting a user's password

User Management › Users › Edit, enter a new password and save.

Tip: Give every person their own login. Shared logins make it impossible to know who made a sale, changed a price or had a cash shortage.

Note: Your subscription plan may limit the number of users. If you can't add more, contact support to upgrade.