Update Users
Summary
Use this screen to manage Users
Key to icons
= edit
= delete
Summary
This screen shows basic information about your system users.
| Column | Purpose |
| User | Login name |
| User email address | |
| Last Logged | The date the user last logged into the system |
| Last IP Address | The last IP address from which the user logged in |
| Logins (month) | Number of logins within the last month |
| Logins (year) | Number of logins in the last year |
| Two factor authentication | Has the user got 2FA setup? |
User Management
Use this screen to setup or edit new users.
Setup
User Details
| Field | Purpose |
| Username |
Enter the user's username - this will be user when logging in, and in in the CMS
Must be unique |
| Full Name | Enter the user's full name |
| Enter user's email address | |
| Job Title | Enter the user's job title |
| Location | Choose the user's default Store (used for default Sales Store when placing POS and Telephone Orders) |
| Commission Percentage (%) |
Enter a commission percentage for the User
Used to calculate commission in the Sales by User report |
| Weekly Sales Target (£) |
Set a weekly sales target for this user
This will be used to measure performance within the POS |
Permissions
User Type
Toggle permissions for the user.
| Field | Purpose |
| User Type |
Choose from:
|
Access Privileges
Toggle the tick boxes to determine which sections of the CMS this user has access to.
How to Set Up a New User
A new user can be set up easily by a 'superuser' from within the CMS.
1. Navigate to your CMS.
2. Click "Update Users" under the Dashboard icon.
3. You will see a list of all current users - Click "add a user".
Only a 'superuser' can add and change users.
4. Enter the desired Username and Full Name, along with the appropriate email address.
5. Select the appropriate User Type.
6. Select the appropriate permissions.
7. Click the "Enabled?" toggle.
The "Enabled?" toggle is also useful if you wish to disable users
