In the "Control panel" tab, select "Company settings"
In "User management", click on "Create"
Enter information about the brand user:
- User ID, whose availability will be checked
- User's Forename and Surname
- Email address to which the account activation message will be sent
- Tick the Active box
- Choose Standard as the role
- Click on "Select points of sale"
Choose the point(s) of sale to be assigned to this point-of-sale user and click on Save changes.
Several points of sale can be assigned to a user but a point of sale cannot have more than one standard user.
To send the first-time login email, tick the "Send password set-up link" box
Then click on Create
From the list of users, select those whose account you wish to activate
and in the drop-down menu at the top of the "Batch tasks" list
select "Activate and send the 'Set up your password' link".
The user will then receive an email enabling them to activate their account by creating a password. This will allow them to manage the point(s) of sale of which they are in charge.
If you wish to create a standard user, but you do not want them to be able to log in, leave the status as "Inactive". In this case, the contact will be associated with the point of sale, but the user will not be able to log in.
Learn how to create a user by watching our video: