# Update Users

# Summary

Use this screen to manage Users

#### Key to icons

![Edit](https://ixo.iconography.co.uk/images/cms/icons/edit.gif) = edit

![Delete](https://ixo.iconography.co.uk/images/cms/icons/delete.gif) = delete

## Summary

This screen shows basic information about your system users.

<table border="1" id="bkmrk-column-purpose-user-" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 49.947%;"></col><col style="width: 49.947%;"></col></colgroup><thead><tr><td>Column</td><td>Purpose</td></tr></thead><tbody><tr><td>User</td><td>*Login name*</td></tr><tr><td>Email</td><td>*User email address*</td></tr><tr><td>Last Logged</td><td>*The date the user last logged into the system*</td></tr><tr><td>Last IP Address</td><td>*The last IP address from which the user logged in*</td></tr><tr><td>Logins (month)</td><td>*Number of logins within the last month*</td></tr><tr><td>Logins (year)</td><td>*Number of logins in the last year*</td></tr><tr><td>Two factor authentication</td><td>*Has the user got 2FA setup?*</td></tr></tbody></table>

# User Management

Use this screen to setup or edit new users.

## Setup

### User Details

<table border="1" id="bkmrk-field-purpose-userna" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 49.947%;"></col><col style="width: 49.947%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Username</td><td>*Enter the user's username - this will be user when logging in, and in in the CMS*

*Must be unique*

</td></tr><tr><td>Full Name</td><td>*Enter the user's full name*</td></tr><tr><td>Email</td><td>*Enter user's email address*</td></tr><tr><td>Job Title</td><td>*Enter the user's job title*</td></tr><tr><td>Location</td><td>*Choose the user's default Store (used for default Sales Store when placing POS and Telephone Orders)*</td></tr><tr><td width="15%">Commission Percentage (%)</td><td>*Enter a commission percentage for the User*

*Used to calculate commission in the [Sales by User](https://bookstack.iconography.co.uk/books/sales-reports/page/sales-by-user) report*

</td></tr><tr><td>Weekly Sales Target (£)</td><td>*Set a weekly sales target for this user*

*This will be used to measure performance within the [POS](https://bookstack.iconography.co.uk/books/sales-performance)*

</td></tr></tbody></table>

### Permissions

#### User Type

Toggle permissions for the user.

<table border="1" id="bkmrk-field-purpose-user-t" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 49.881%;"></col><col style="width: 49.881%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>User Type</td><td>*Choose from:*

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

</td></tr></tbody></table>

#### Access Privileges

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

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-10/scaled-1680-/yVMimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-10/yVMimage.png)

# 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.

##### ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-12-03/1e06e485-db17-4ec4-a77f-25b7f77803f9/ascreenshot.jpeg?tl_px=0,0&br_px=1075,600&force_format=jpeg&q=100&wat_scale=95&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/4c83c3_standard.png&wat_pad=212,172)

##### 3. You will see a list of all current users - Click "add a user".

<p class="callout warning">Only a 'superuser' can add and change users.</p>

##### ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-12-03/2316f3de-16d2-4227-8151-df2092728255/ascreenshot.jpeg?tl_px=0,0&br_px=1075,600&force_format=jpeg&q=100&wat_scale=95&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/4c83c3_standard.png&wat_pad=190,143)

##### 4. Enter the desired Username and Full Name, along with the appropriate email address.

##### ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-12-03/85093f33-6d74-4165-a306-b17e2454a4e5/ascreenshot.jpeg?tl_px=0,67&br_px=1075,668&force_format=jpeg&q=100&wat_scale=95&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/4c83c3_standard.png&wat_pad=488,265)

##### 5. Select the appropriate User Type.

##### ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-12-03/11534e64-2678-426e-b415-8111261bd2ed/ascreenshot.jpeg?tl_px=0,402&br_px=1075,1003&force_format=jpeg&q=100&wat_scale=95&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/4c83c3_standard.png&wat_pad=428,265)

##### 6. Select the appropriate permissions.

##### ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-12-03/fd94f36a-e919-4b83-822f-dcf9137da9fb/ascreenshot.jpeg?tl_px=300,321&br_px=1375,922&force_format=jpeg&q=100&wat_scale=95&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/4c83c3_standard.png&wat_pad=502,265)

##### 7. Click the "Enabled?" toggle.

<p class="callout info">The "Enabled?" toggle is also useful if you wish to disable users</p>

##### ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-12-03/b0c75843-7eb7-4bd8-8e18-72a6d2f57265/ascreenshot.jpeg?tl_px=0,577&br_px=1075,1178&force_format=jpeg&q=100&wat_scale=95&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/4c83c3_standard.png&wat_pad=402,265)

##### 8. Create a new password.

##### ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-12-03/16383c4f-96f5-49cf-bd2f-ca1efb309f1c/ascreenshot.jpeg?tl_px=0,638&br_px=1075,1239&force_format=jpeg&q=100&wat_scale=95&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/4c83c3_standard.png&wat_pad=412,334)

##### 9. Click "Add" to create the new user.

##### ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-12-03/86c1f6d8-0505-4083-b0a4-7ef86521946a/ascreenshot.jpeg?tl_px=0,638&br_px=1075,1239&force_format=jpeg&q=100&wat_scale=95&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/4c83c3_standard.png&wat_pad=160,455)