User management

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User management

» You can find this setting in the Application settings. «

We recommend creating user accounts for whoever will be operating the cash register before using the touch cash register itself. You can assign a set of privileges to each user account and define the cash register functions and overviews to be accessible to a user(s). If you set a PIN code for a user account, it will be required when anyone logs in, protecting the account against unauthorized entry. If you have a bar code or chip reader, users can log into their accounts automatically with the bar code or chip on their cards.

In addition to cash register and Warehouse operations, you can also define the information users can see after logging into Dotypos Cloud. However, user privileges in Dotypos Cloud are assigned to dedicated user accounts with no connection to employee accounts in the cash register. So even a person that does not work with the cash register can have access to Dotypos Cloud, for instance when a sales overview is needed. The process for creating a user account in Dotypos Cloud and assigning privileges can be found in this chapter.

 

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Unless a PIN is set in account preferences, anybody will be able to use this account. Login protection is not preset by default. So it is recommended to set the PIN at least for the default account Administrator that can use all cash register functions.

 

How do I set a user account?

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On the Dotypos main screen open the side menu and select Application settings. From the list select User management.

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On the left side of the screen 01 you can see the list of all accounts that have been created. The Administrator account is preset as a Dotypos default user account with unlimited rights. Other sample accounts can also be created there. You can adjust the account by clicking on its name or use 02 to create a new account. The default administrator account cannot be deleted.

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Basic items in a user account are the name, email address, phone number, PIN and bar code. The only required field is the account name; all other fields are optional. The four-digit PIN is used for account security. If employees have bar code cards, they can only enter their accounts with the bar code that corresponds with their user account’s bar code. To adjust or add the required items and save the settings, click on SAVE 01 in the top right corner.

If you need to delete a user account, open its preferences and click on the icon 02 in the upper right corner. In the displayed menu, select Delete user.

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Users with a defined PIN but who do not have the option PIN always required for access activated can log in either using their PIN or by choosing their names from the user list; see user login. However, the account is not PIN-protected. If the option PIN always required for access is linked to the entered PIN, the account will be protected and, in addition, will not be displayed in the user list. So a user will always have to enter the PIN to log in.