Last updated 14/12/2018
To create a new user:
Please note, users will receive an email when they are created that will ask them to create a password.
Once the user has been created, you can change the General Permissions, and depending on the role, configure the Module Permissions for the user. There is an explanation of the contents of each tab 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 them to a "Disabled" status.
To disable a user:
Select 'POS' for users that only need access to the Point of Sale.
Allowed IP Addresses
To restrict your users' access to this Cin7 account to certain locations, enter the IP addresses here, 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 here.
If you have already predefined a role, you can select the role here. This will predefine the module settings and dashboard views for this user. To find out more, please see Creating Roles.
If you set the role to 'custom', you can define module permissions for this specific user, 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, 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:
|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.
Finally, 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 dropdowns for you - 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 table below.
|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 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