Manage user accounts

Use Setup → Users for accounts people sign in with. A staff payroll record and a sign-in account serve different purposes. Viewing, creating and updating users require their respective permissions; assigning roles also requires role-management access.

Create a user

1. Open Users and select New user.
2. Enter Full name, a unique Email, and a Password of at least eight characters. Email is the sign-in address.
3. Optionally enter Staff code, Mobile and Department. Staff code is a short public identifier used on receipts, not the password.
4. In What they can do, select the roles you are allowed to assign.
5. In Where they work, select Home branch, Home store, Branches they may open and Stores they may use as appropriate. Home selections are automatically included in their assignments.
6. Leave Can sign in on if the account should be usable, then select Create user.

Check the saved user record and confirmation. If the role controls are unavailable, ask someone with role-management access to complete the assignment; a saved account alone does not guarantee access to every Admin page.

Find and change an account

Search Name, code, email or mobile… and use Any role, Any branch or Any status to narrow the list. Open the user, select Edit, make the changes and select Save changes.

Leave New password blank to retain the existing password. If you set a replacement, it must contain at least eight characters. Correct duplicate-email or other field errors before saving again.

Stop someone signing in

Edit the account, turn Can sign in off and save. Their history remains. Use the status filter to find an inactive account later and turn the same setting back on when appropriate.

Bundle targets

When the section is available, enable Give this person a bundle target and enter Bundles a day or Bundles a month. The fields are optional positive whole numbers; the form explains that an empty monthly target uses the daily target multiplied by days. Check the intended target before saving.