Overview:
This guide provides step-by-step instructions on how to create a POS user with an email address. Once the user account is created, a confirmation email will be sent with instructions to set a new password. This method is useful for employees who have an email address.
Steps to Create a POS User with email address:
- Access POS Configuration:
- Open the POS Configuration application.
- Navigate to User Creation:
- In the left-side menu, select Create POS User.
- Enter User Details:
- In the dropdown menu, select the required role. If the role isn't listed, go to "Manage Roles" to add it.
- Enter the user's First Name, Last Name, Email, and Phone in the fields.
- Save and Confirm:
- Click the Register button to create the user.
Confirmation Email
1. After the account is created, a confirmation email will be sent to the new user. Click on the word “here” in the email to be redirected to the password reset page and request the secret key.
2. Enter your email address and click the "Request Secret Key" button to reset your password.
3. An email will be sent to the user with a reset key, allowing them to set a new password.
4. The "Secret Key" field is where you enter the reset key sent to the user's email. After setting the new password, click the "Update Password" button and proceed to log in.
- Note: This is the same process when the user reset their password but the user will only get one email (number 3) which is the secret key.
