MobilePOS Dashboard User Management

1. In MobilePOS Dashboard, select Users > Users in the left navigation.
2. Click the Add New button. 
   
   
3. Enter the new user information.
   
   
4. Select the user's role from the dropdown list. The default roles for the system are Admin, Manager, and Employee, but you can create custom roles for your business.
5. Set the status of the new user to Active or Inactive. Active is the default. 
6. Click Save. When set to active, the new user will receive an email with activation steps to create their own password. 

Only users with Admin permissions can delete a user profile. 

1. In MobilePOS Dashboard, select Users > Users in the left navigation.
2. Select the user from the list and click Edit under the Actions column on the right.
   
   
3. On the User Information screen, change the Status to Inactive.
   
   
4. Click Back to Users in the top left of the screen to go back to the list.
5. Select the user again and click Delete under the Actions column on the right (the Delete function shows as red vs greyed out). 
6. Confirm the deletion and click Save.

1. In MobilePOS Dashboard, select Users > Roles in the left navigation.
2. Click the Add New button.
   
   
3. Enter the new user role name.
   
   
4. Click Save, then OK.
5. Find the new user role and click Edit to set the permissions for the role. Expand the permission groups to select specific permissions for that group.
   
   The table below describes each permission and the roles that are assigned to that permission by default.

   Table listing permissions and the roles assigned

   Permission	Role assigned
   Dashboard	View the dashboard in the MobilePOS Dashboard - All Roles
   Payments	Only an option through registered mobile POS devices. No option in the MobilePOS Dashboard for creating transactions.  Sale - All Roles Void - All Roles Return - Managers and Admins Manual Sale - Admins
   Transactions	View All Transactions - All Roles View Void Transactions - All Roles View Refund Transactions - All Roles Download Transaction
   Report	Transaction Report - Managers and Admins All Transactions Employee Report - Managers and Admins Download Detail Report - All Roles
   User Management	View All Users - Managers and Admins View User Detail - Managers and Admins Edit User - Managers and Admins Add User - Managers and Admins Edit Casual User Email - No Roles Reset Password Reset Passcode
   Role Management	View All Roles - Admins Edit Role - Admins View All Roles Delete Role
   Merchant Information	View Merchant Detail - Managers and Admin Edit Merchant - Managers and Admins View Terminal - All Roles
   Item	View Item - All Roles Edit Item - Managers Add Item - Managers Delete Item - Managers
   Category	View Category - Managers Edit Category - Managers Add Category - Managers  Delete Category - Managers
   Stock Management	View Stock Management- All Roles Manage Stock Management - All Roles
   Tax	View Tax - All Roles Override Tax Category Edit Tax - Managers and Admins Add Tax - Managers and Admins Delete Tax - Managers and Admins
   Tax Category	View Tax Category - All Roles Edit Tax Category - Managers and Admins Add Tax Category - Managers and Admins Delete Tax Category - Managers and Admins
   Order	All orders - All Roles View Order - All Roles
   Setting Config	View Setting Config - All Roles Edit Setting Config - Managers and Admins
   Receipt	View Receipt Template - All Roles Edit Receipt template - Managers and Admins

   
   
6. Click Save and then OK to save the changes.