Update Users

• Summary
• User Management
• How to Set Up a New User
• How to access the CMS

Summary

Use this screen to manage Users

Key to icons

 = edit

= delete

Deleting Users may have serious irreversible impact on your reporting, stock and allocation. 

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. 

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.

How to access the CMS

To access the CMS, you will need a User to be created. This is done via the Update Users screen by a Super User.

The user must be 'enabled' for them to log in

Login via a Password

Your user will navigate to WWW.YOURDOMAIN.CO.UK/cms and enter their username and password.

On first login, it is best practice for that use to immediately change their password and/or set up their pin. 

This is done via the My Details screen.

Login via a Pin

From the My Details screen, it is also possible to set up a Pin (if the User has been granted permission to do so). 

When logging into a Trusted Device, if a pin has been set, the user will be prompted to enter their pin, rather than their password.

Trusted Devices

A device will automatically be marked as trusted once a user has logged in via their CMS username/password for the first time.

This will expire every 30 days, and a user will have to log in properly again. Please not that on shared computers, it will not prompt the user to add a saved password.

Trusted Devices do not override IP restrictions.