What this page is for
Users lists everyone who can sign in to this business, either to the back office with an e-mail address and password, or at a till with a username and PIN (personal identification number). Use the People and Pending invitations tabs at the top to switch between people who already have an account and invitations still waiting to be accepted.
The columns:
- Name: the person's name.
- E-mail: their back-office sign-in address, or Till only if they have none.
- PIN username: what they type at a till before their PIN.
- Phone: their phone number, if one is on file.
- Roles: every role they hold, which decides what they can see and do.
- Status: Active or Deactivated.
- Added: when the account was created.
Only people whose role can manage users see this page.
How to…
How to find a user
Type in Search by name or e-mail. Use the Active filter to show only active or only deactivated people.
How to invite someone by e-mail
Press Invite a user. See Invite a user.
How to add till-only staff
Press Add till staff. See Add till staff. Use this for someone who only works at a till and never needs the back office.
How to set or reset someone's till PIN
Open the row menu and choose Set till PIN (if they have none) or Reset till PIN (if they do). Give them the PIN shown in person; it works once, and they choose their own at their next till sign-in. Only an owner may set or reset another owner's PIN.
How to set or change your own till PIN
Find your own row, open its menu and choose Set till PIN (if you have none yet) or Change till PIN. Type a till username, the PIN twice and Your current password, then press the button. This PIN is yours and keeps working. Your own row offers nothing else: you cannot deactivate yourself or change your own e-mail here. You can also do this from My profile.
How to invite an existing till-only person to the back office
Open the row menu and choose Invite by e-mail. Only an owner can do this. Their till username, PIN and roles stay as they are; they gain a back-office sign-in once they accept.
How to change someone's e-mail address
Open the row menu and choose Change e-mail. Only an owner can do this. A link goes to the new address, and nothing changes until it is followed.
How to deactivate or reactivate someone
Open the row menu and choose Deactivate user or Reactivate user. A deactivated person can no longer sign in anywhere, but their history stays. You cannot deactivate your own account, and the business's only owner cannot be deactivated — make someone else an owner first.
If something goes wrong
- This is the business's only owner. Make someone else an owner first. — you tried to deactivate or remove the only owner. Assign the owner role to someone else first.
- Only an owner can change or deactivate an owner's account. Nothing was saved. — ask an owner to make the change.
- You cannot deactivate your own account. — ask another administrator to do it, or simply stay active.