Adding a new user to the company.
A new user can only be created in the ControlCenter area.
1. Go to the Settings & Subscription tab in the menu and select the category User.
A user can be added by clicking on the + sign.
2. Fill in all the information and afterwords save your work.
USER NAME - In this field we will enter the user name that will be used when logging in.
SURNAME - This is where we enter the last name of the user.
NAME - This is where we enter the first name of the user.
E-MAIL - The new user's email address. The activation (password-setting) link is sent here.
PHONE - The user's phone number. If it is filled in, the activation link is also sent by SMS.
ATTENTION: When you save, the user automatically receives an activation link: by email if an email address is entered, and/or by SMS if a phone number is entered. The user sets their own password from this link. A new user does not need Password recovery or a password reset. The link is valid for 24 hours. If it was not used in that time, do not delete the user: resend the link as described in the "Expired activation link" section below.
PROTOCOL - Here you can enter the protocol for each user. This is a sum of money that can be used by a user to purchase products (meals, drinks).
*There are 3 distinct scenarios regarding the protocol:
If we put in a "0" in the field, the user will not be able to save any products on protocol in the POS;
If we leave the field blank, the user will have unlimited protocol;
If we enter any value (greater than 0) the user will be able to purchase product for that amount.
3. The last step is to give permissions to your user.
You must assign the user a ROLE, not just individual permissions. A user who has permissions but no role is not set up correctly and may get "Access denied" at login. Choose the role under Account Settings -> Users -> the 3 dots next to the user -> Permissions -> the Roles field at the top (not from Edit). Only after you have picked the role, adjust the permissions if anything else is needed.
If the employee only needs to sell, don't set the permissions manually: assign them the POS role created automatically when the account was opened - Waiter in Restaurant, Cafe or Bar accounts, Seller in Retail, Specialty and local shops or Pet Shop accounts. That role already has rights on POS only and no access to the Administration area, so selecting it in the Roles field is enough. The user has to log out and log back in for the permissions to apply.
Saving is done automatically.
Removing a user from the company
We can remove a user also from the ControlCenter area.
Go to the Settings & Subscription tab in the menu and select the category User.
We will look for the user to be deleted, click on the 3 vertical dots and select Delete.
The new user's first login on the tablet
Create the user under Account Settings -> Users and assign them a role (plus extra permissions if needed).
A password-setting link is sent to the user's email address.
The user opens the link and sets their own password.
For the first login on the tablet, in Ebriza POS NEXT, the user logs in with the company short name, their email address (or username) and the password set from the link.
After the password login, the app asks the user to set up a PIN.
From then on, the user logs in on the tablet every day with the PIN.
Note: the PIN is not set from the administration account (there is no PIN field there) and it is not sent by email. Only the password-setting link is sent by email. If the user gets "Access denied" at login, first check that they have a role assigned.
Expired activation link
If the user has not activated their account within 24 hours, there is no need to delete it. Go to Account Settings -> Users, find the user (they have a different icon while inactive), click the 3 dots -> Edit -> Resend notification, then Save. The activation link will be sent again. To log in, the user uses: the company short name, the username and the password set from the link.
[tags: how do i create a new user, new account in ebriza, how do i add users, how do i delete users, modify user, edit user, reset user password, account validation, settings]