User Management

June 13, 2022 06:34

Now let’s talk about the different users of your business. Console typically allows you to set up accounts or profiles for your team members who would be operating the system. They include:

Admin
Manager
Cashier
Server
Cook
Chef
Bartender
Busser

Depending on your business, you may also have the option to set user roles, which enable or restrict users from accessing certain features or information. For example, while administrators may have full control over the system, cashiers would only have access to the sell screen.

Go over the different roles in your business and set up your users accordingly.

To view and create users, navigate to Settings → User Management. Already created users will be listed here.

Adding a new User

To add a new user, click on the Add User button.
Enter the employee details in the fields provided.
Click ‘Save’.

Name: Enter the Name of User/Employee, this is the way that the employee's name will be displayed in reports and hierarchy access.

User Name: Enter the User Name of the User/Employee. Use a standardized format for login names, such as JaneDoe or JaDoe

Password: Enter the Password for User/Employee. Passwords need to be between 7-20 characters alpha-numeric.

PIN: Enter the 4-10 digit PIN for User/Employee. The PIN must be a 4-10 digit numeric code that should be unique to a user, using a number greater than 1000.

Role: Select the user's role from the drop-down box. Each user must be assigned a Role. The options for roles are Server, Chef, Cook, Bartender, Busser, Dishwasher, Cashier, and System Admin.

Email: Enter the user's email address. This is recommended because it allows the user to use the forgot password function and email alerts.

Type: Type refers to the type of employment, selection is made from the drop-down options of Permanent or Temporary.

The Date of Birth and Date of Joining must be selected by clicking on the calendar

Phone and Mobile numbers can be entered in any format. It is advisable to be consistent in how you enter them.

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Adding a new User

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