Update Users

Summary

Use this screen to manage Users

Key to icons

Edit = edit

Delete = delete

Summary

This screen shows basic information about your system users.

Column Purpose
User Login name
Email 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
Email 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:

 

  • superuser (ability to control other users, full access to CMS)
  • administrator (limited access to CMS)
  • store staff (access to POS only)

Access Privileges

Toggle the tick boxes to determine which sections of the CMS this user has access to. 

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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

8. Create a new password.
9. Click "Add" to create the new user.