Creating User Groups and Adding Employees

This guide will walk you through creating User Groups and populating them with Employees.

1. USER GROUPS

To create a new User Group, click on Settings, then select “User Groups” from the submenu

This will bring you to the User Groups screen. Three groups will be automatically created for you: administrators/management, sales representatives, and accountants.

If a new User Group is required, click the “New” button above your current User Groups. Here, you will be able to specify the name of the new group, as well as the various attributes and permissions for the new group.

For now, we will focus on the three automatically created groups.

2. EMPLOYEES

To view existing employees and users, click on “Settings” in the top bar, then select “Employees” from the submenu.

This will bring you to the Employees screen, where you can view existing employees. To create a new employee, click the “New Employee and User Account” button, or the plus sign to the right of Employee in the initial submenu.

On this screen, you can specify the attributes of a given user and configure their access level.

Once you hit the Save icon in the lower right, you will be presented with a screen where you can specify the user’s login, password, and user group. Make sure to specify which locations the employee has access to, otherwise they will not be able to sign into the POS.