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Staff Management

Adding Admin Level Users

 

This guide demonstrates the steps to adding Admin-Level Users and adjusting permissions via the ePOS Hybrid Admin Panel. 

 

To begin adding your admin-level users, log in to your Admin Panel and select the Profile icon on the top-right corner of the screen.

Once the Profile pop-up appears, select Manage Users.

 

 

The Admin Level Users page will open, allowing users to be created, edited or deleted accordingly.

To create a new user, select the + Add admin level users button on the top-right corner of the page.

 

 

 

Begin by entering the user’s First and Last Name in the relevant fields, and selecting their Designation using the dropdown box. If a new roletype needs to be created for the user, the + icon next to the dropdown will enable the relevant role to be created.

Enter the user’s email address and password that they will use to log into the Admin Panel (these can be changed if required), the Passcode they will use to log into any relevant apps they will have permissions to use, i.e. the Operator App, Driver App, etc. and their contact number.

If your business has multiple locations, you can enable which locations the user can access via the Admin Panel.

Once complete, click Submit to add your new admin-level user. You will then return to the Admin Level Users screen to view all existing users

 

To update the user’s Permissions, click the Profile icon and select Manage Users Permissions.

 

 

 

The Add Admin Users Permissions screen will open - if your business has multiple locations, select the relevant venue and this will expand the available permissions options.

Each available section of your Admin Panel will be listed, allowing the relevant Admin Panel permissions that you wish the user to have to be selected accordingly.

 

 

The bottom of the page allows you to select which of the ePOS Hybrid Apps you wish to allow the user to have permission to use, and these sections can be checked accordingly.

Once all relevant permissions have been selected, click Update at the bottom of the screen to return to the previous page with a Successfully Updated confirmation message.

 

 

After the new Admin-Level User has been created, they will have immediate access to the Admin Panel

 

Once logged in, they will only have visibility of the sections that they were provided permission to access. For the example below, as the user does not have permissions to view sales reporting, the Dashboard upon login is blank.

 

 

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