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Adding and Managing Users

This guide walks you through how to manage users within the Scotch POS platform.

Written by Help

Adding and Managing Users


Viewing User List

Step 1

Step 2

To get started, click on "Settings" in the left-menu bar.

Step 3

Next, click on "Users"

Step 4

Within the Users page, you can view all users, including their invitation status, whether they've accepted their invite or it's still pending. Their role, whether they're an admin, manager, or cashier user. the user status. To change a user's status, click the dropdown to toggle between Active and Inactive.


Add New User

Step 5

To add a new user, click the orange "Add User" box in the top right.

Step 6

First, fill out the user's contact information, including name, email, and mobile phone number. Scotch support uses this to identify the account if this person ever contacts us by email or SMS. Email is required if you turn on "Back office access" in the next step, because the invitation is sent to that address; for a register-only user it stays optional.

Step 7

Next, turn on the "Back office access" switch if this person should be able to sign in to the back office. The permission tables only appear while the switch is on. Under "All stores", select if the user should have no access, view-only access or full edit access to each product feature; these choices apply across every store.

the "Back office access" switch on the user form, turned on, with the permission tables below it

Step 8

Additionally, under "By store", select if the user should have no access, view-only access or full edit access to each product feature at each of your stores.

Step 9

For register permissions, determine if the user should have a manager role with full access to register features or a cashier role with full access to checkout flows but limited access to other features within the register. Register roles are set per store and don't need back office access.

Step 10

Lastly, input a four-digit pin for the user, which they will use to clock in and out and log into the register.

Step 11

Click the orange "Save" box at the bottom when all information is complete. If back office access is on, an invitation is emailed to the address you entered.

If the invitation email can't be delivered, the user isn't created. The form comes back with a note on the email field saying the address appears invalid and the invitation couldn't be sent. Correct the address and click "Save" again.


Edit User

Step 12

To edit a user, click on their name within the users page.

Step 13

From here, you can edit their contact information or any permission sets for back-office and register. You can also turn "Back office access" on or off. Turning it off hides the back office permission tables but keeps the selections, so you can pause someone's access and turn it back on later without setting their permissions up again. If that person has never signed in to the back office, turning access on sends them an invitation. You can't change your own back office access while you're signed in, so ask another user with access to do it for you.

Step 14

You can also view and edit their four-digit pin if necessary.

Step 15

Click "Save" to confirm all changes.

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