MobilePOS Dashboard User Management

May 31, 2024

Description

How to add, delete, view and edit users, roles and system permissions

What's in this article?

There is no limit to the amount of users that can be added to the MobilePOS Dashboard. You can manage all user profiles, including: adding and deleting users, assigning roles, resetting passwords or passcodes to access the MobilePOS app, and viewing user status and activity.

Delete users

Only users with Admin permissions can delete a user profile.

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

User roles

Each user is assigned to a role which limits what they are able to do in the system. You control the permissions for each role. The default user roles are Admin, Manager, and Employee, but you may create additional roles that make sense for your business.

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