Users & Roles
Flax Enterprise Configuration App · Process guide
POS users and roles are managed under Users & Roles in the left menu. A role must exist before its permissions can be set in Role Settings, and every POS user is assigned one role.
POS Users
The POS Users page lists every POS user on the account, with each user's name, email, phone and role.
Users & Roles > POS Users
| Control | What it does |
|---|---|
| Name / Email | Searches users by name or email address |
| Role | Filters the list to one role, or All roles |
| Filter / Reset | Applies the search and role filter, or clears them |
| Show | Number of users shown per page |
| Sort by | Sort order of the list, for example Username A to Z |
| Role (pencil icon) | Changes the user's role directly from the list |
| Edit | Opens the user's details for editing |
| Delete (trash icon) | Deletes the POS user |
Create a POS user
There are two ways to create a user, both under Create POS User.
Create POS User creates a user with full account details.
Users & Roles > Create POS User
| Field | What it does |
|---|---|
| Select an existing employee (optionally) | Links the new POS user to an employee record that already exists on the account |
| Select role | Role the user is assigned; that role's Role Settings apply to the user |
| First Name / Last Name | User's name as shown in the POS |
| User's email address | |
| Phone | User's phone number |
| Register | Creates the user |
Create POS User With PIN creates a user who signs in with a PIN.
Users & Roles > Create POS User With PIN
| Field | What it does |
|---|---|
| PIN | Generated by the app and shown at the top of the form. Record it before saving, as it is the user's sign-in PIN |
| Select role | Role the user is assigned |
| First Name / Last Name | User's name |
| Register | Creates the user |
Manage roles
Users & Roles > Manage Roles
| Control | What it does |
|---|---|
| Role name + Add Role | Creates a new role with the name entered |
| Existing user roles | Lists all roles on the account |
| Delete (trash icon) | Deletes a role. A role can only be deleted when no users are assigned to it |
After creating a role, configure what it can do in Role Settings by choosing it in the Configure role dropdown.
Related settings
- Password and PIN expiry and automatic logout: see the Cashier Security & Access guide.
- Permissions for each role: covered in each process guide (Customers, Discounts, Payments, Returns, Sales Orders, Cash Management).