Last updated 23/01/2021
To create a new user:
New users will receive an email when they are created that will ask them to create a password.
Once the user has been created, you can change the General Permissions, and depending on the role, configure the Module Permissions for the user, as described in more detail below.
It is currently not possible to delete users in Cin7. This ensures data integrity for reporting and audit logs. It is possible, however, to set users as "Disabled".
To disable a user:
Select "POS" for users that only need access to the Point of Sale (POS) module.
Allowed IP Addresses
To restrict the given user's access to this Cin7 account to specific locations, enter the IP address or, if multiple, separated by commas.
Staff POS Access Number
To log in to the POS with a convenient number instead of an email address/password combination, enter a string of numbers.
Two factor Authentication
Select to activate two-factor authentication for the user. See the Two Factor Authentication Help article for additional information.
If you have already pre-defined a role, you can select the role here. This will pre-define the module settings and dashboard views for this user. See the Creating Roles Help article for additional information.
If you set the role to "custom", you can define module permissions for this specific user as explained in the next section.
There are a number of areas where permissions can be set for each user. This is useful if you do not wish your users to see sales in other branches, different price tiers, or product costs.
Set a default branch if you wish applications like the POS to always load the specified branch first. If set to blank, the branch will typically be the last branch that was set by the user.
If you'd like your user to view all the branches, select "Full Access".
To limit access, select "Limited Access". This will enable you to select an option against each branch. See the following table for an explanation of each option:
|No Access||The user will not be able to see the branch, including stock levels or related transactions|
|View Stock||The user will be able to see stock holdings for all branches, but cannot edit transactions. Please note that users must have at least one branch assigned to "Edit Transactions" (see below) for this to work.|
|Edit Transactions||The user has full access to this particular branch.|
Like branches, each individual price tier can be switched on or off for each user. To do this, select "Limited Access", and then choose "Access" against the price tiers you wish to give the user permission to see.
You can also specify which modules you wish the user to see. There are some suggested presets, such as "Manager" or "Standard", which will populate the drop-downs automatically when selected but you can customize these yourself too.
As before, choosing No Access will not give the user access to that module.
If you do grant access, you can choose between "Manager", "Standard", and "Read Only" access. There are only small differences between each, and they are outlined in the following table:
|Sales, Purchases, Production Jobs, Adjustments, Transfers|
|Enter an Invoice Date for Transactions||Yes||Yes||No|
|View COGS in Admin Screen||Yes||No||No|
|Update a transaction after two days||Yes||No||No|
|Update a transaction after 16 days||No||No||No|
|Edit a product||Yes||N/A||No|
|View hidden reports||Yes||No||N/A|
*Unless otherwise specified under Price Tier permissions.
No. It is not possible for a user to concurrent logins across multiple devices. If a user attempts to log into another device while they are still logged in elsewhere, they will be prompted to log out of the first device.
See the Your Billing Information Help article for additional information on billing.