Configure users
Managing multiple users on the same account allows you to:
- track the sales and register activity of each user;
- limit each user's access to their scope of activity (role, point of sale, etc.).
There is no limit to the number of users that can be created on an account.
#How do I add a user?
A user can be added from 'Settings/Users/Users'.
To create a user, you must enter:
- their last name;
- their first name;
- their email address, which will be used as their login;
- a password.
When creating the user, you can also choose to assign them the same access rights as an existing user.
The primary user is user ID 1. This user is considered the account administrator and is the only user authorized to request certain changes to the account.
All other users are considered secondary users.
#Managing access rights
Access rights to the software's various features are managed from 'Settings/Users/Access management'.
When creating a user, it is recommended to start with the access rights of an existing user and then enable or disable the required rights.
Warning: many access rights are phrased negatively or correspond to restrictions. It is therefore not recommended to enable all rights, as this may unintentionally restrict the user's access.
In this knowledge base, whenever a specific access right must be enabled to use a feature, this is indicated in the relevant documentation.
#User email address
A user's email address must be unique within the account. It cannot be used by multiple users.
You can use the user's personal email address so that they can easily request a new password if they forget theirs.
Support will not send any email communications to a secondary user unless the user initiates a support request from their own account.
#Password and two-factor authentication
If they forget their password, a user can request a password reset directly from the account login page.
Once logged in, they can also change their password from 'Settings/General settings/Password'.
From the same section, the user can enable two-factor authentication (2FA).
Once enabled, logging in to the account requires entering a code generated by an authentication app.
#Activating or deactivating a user
The Active button allows you to quickly activate or deactivate a user's access.
The list of inactive users can be accessed by clicking the button located above the user table.
Important: an inactive user's email address remains associated with their access and therefore cannot be used to create a new user.
#User-specific settings
By clicking the key icon on a user's row, you can access various settings:
- modify their login credentials;
- assign them an EAN code, allowing quick login;
- assign them a specific receipt printer, different from the account's default printer, by entering the printer name or its IP address followed by
:9100; - set an automatic logout after a period of inactivity if you want a duration of less than 30 minutes (the duration must be entered in seconds);
- set an access validity date. Once this date has passed, the user's access will be denied;
- assign them a manager, who will then be able to manage their access rights;
- choose the home page displayed when they log in;
- manage their API key.
#Restricting access by IP address or schedule
To enhance the security of your account, you can also restrict a user's access:
- to specific IP addresses;
- to specific days and times.
Warning: if you restrict access to a specific IP address, make sure that the IP address used for the connection is static. Otherwise, the user may no longer be able to access the account.
If no IP address or schedule is specified, the user can access the account without any location or time restrictions.