1)  Open the Back Office side menu, expand the Users heading, then click on Users.  The Users list will appear;

2)  Click on the blue New button in the top left:

3)  Complete the fields presented.

• Name - This is a required field.
• Telephone - this is the phone number which will be used for 2FA SMS messages, if the user decides to set up 2FA using SMS instead of an Authenticator app. Click here for more on 2FA
• E-Mail - The email address must be unique. You cannot have two users with the same email address. This is a required field.
• PIN - Set a unique PIN number for the user. This is used to quick-switch in POS. This is a required field. Click here for further reading on POS User Quick Switch
• Password - create a memorable password for the user. Passwords must contain a minimum of eight characters and contain at least one uppercase letter (A-Z), one number (0-9) and a symbol or special character. This is a required field, but can be changed later by an Administrator.
• Security Level - Set the required security access for this user. This is a required field. Click here for more on Security Levels
• Store - Use the dropdown to select the correct store for the user. This is a required field.
• Preferred Language - usually you can leave this as the Default Group Language, but you have the option to use English, French, German or Spanish.
• Active - Activate/deactivate the User access as required.

4)  Click Save and you have created the User in the retail system.

Users who work in multiple stores

If you have more than one store in your Cloud POS group, then you may also have staff members who will work in different stores from time to time.

In this situation, you will need to create a User login for each store, for each staff member who might work in multiple locations and will need to use the Point Of Sale.

The login details used to access Cloud POS dictate which store that user logs into, so in the example below, if we were to log in with the username chloemanchester@citruslime.com, we would access the Manchester store Point of Sale.  Logging in with username chloe123@citruslime.com would give access to the Ulverston store Point of Sale:

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