Last updated 18/03/2018
To create a new user:
Please note, users will receive an email when they are created that will ask them to create a password.
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.
If you'd like your user to view all the branches, set 'Full Access'.
To limit the access, set 'Limited Access'. This will enable you to select an option against each branch. See the table below for an explanation of each option:
|*Blank*||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.
Finally, you can also specify which modules you wish the user to see. There are some suggested presets, such as 'basic user modules' or 'pos modules only', which will populate the dropdowns for you - but you can customize these yourself too.
As before, choosing *blank* 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 table below.
|Sales, Purchases, Production Jobs, Adjustments, Transfers|
|Enter an Invoice Date for Transactions||Yes||No||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 to have concurrent users across multiple devices. If a user attempts to log into another device whilst they are still logged in elsewhere, they will be prompted to log out of the first device.
For more information please see our Your Billing Information page