General Setup

Creating New Users

Each user of Cin7 must have their own user account - this article explains how to create a user and what permissions to grant them.

Creating New Users

To create a new user:

1. Log in as an administrator.
2. Click on your account name in the top right-hand corner and then click Users.
3. Click Create New User.
4. Fill out the user details and click Create. Only first name, last name, job title and email are compulsory.

Please note, users will receive an email when they are created that will ask them to create a password.

Permissions

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.

Branches

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:

Price Tiers

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.

Modules

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.

*Unless otherwise specified under Price Tier permissions.

FAQs