Manage Users

Owned by Leon Lu
Last updated: Nov 17, 2020 by Sandra Petrovic
2 min read

When you first enter the Users tab, there will be no staff added. Usually people add at least one manager and a few staff members when they setup Pret-a Pos, and return to these settings later to add more.

Step-by-step guide

Add User

1. Click Add Personnel.


2. The Edit POS Personnel window will open. Fill in the staff member's details, ensuring all fields marks with a red asterisks are completed.

Important

By ticking the manager box, you are allowing the staff member to add users, set discounts and manage main settings.



3. Click Save.


4. Repeat the process until you're satisfied with the number of users you've added.

Important

You will notice after you've added a user they will appear in the grid.





Edit User Details

1. Choose the staff member in the grid.


2. Click Edit button found on the right side to modify the user details. 


3. Click Save



Inactivate a User

You may wish to inactivate a user if they no longer work for the store. This function enables you to keep a staff member's details on the system for future reference, but they will no longer be able to enter the system. It is not possible to delete a user.


1. Choose the staff member in the grid.


2. Click Edit button found on the right side to modify the user details. Click on the Status drop down box and select Inactive.


3. Click Save.


4. The user will no longer appear on the grid.



Retrieve Inactive User's Details

1. Tick the 'Include inactive users' box.


2. If there are multiple inactive users you may want to enter the first few letters of their name in the Search box. Click Search.


3. You can see a staff member's details from the grid. If you want more information, click on the staff member's row and the Edit POS Personnel will open; revealing more details.
 


Set Inactive User back to Active

1 Tick the 'Include inactive users' box.


2. If there are multiple inactive users you may want to enter the first few letters of their name in the Search box. Click Search.


3. Choose the user you wish to set to active.


4. Click Edit button found on the right side to modify the user details. Click on the Status drop down box and select Active.

 


5. Click Save.