Create users and assign access

Choose the right role, limit module access, reset a password, and decide which accounts may remain signed in.

For: Installation owners
Length: 7 minute guide

Roles control the level of responsibility. Module permissions control where that responsibility applies. Use both so a person sees only the work they are expected to do.

1

Choose a role

Use owner access sparingly
The installation owner manages suite-level users, licensing, venue settings, and backups. Keep at least one secure owner account.
Use manager for supervisory work
Managers can reach manager-only tabs and settings inside modules they have permission to open.
Use staff for focused entry
Staff accounts should receive only the modules and operational tasks needed for their shift.

2

Configure the account

Open Settings, then Users
Create or select a user from the suite-level user list.
Assign module permissions
Enable only the applications this person should see. Inventory can be narrowed further by department from the Inventory access screen.
Choose the inactivity behavior
Leave automatic sign-out enabled for most users. Disable it only for a dedicated account that must keep a scheduling or display station open.

3

Reset a forgotten password

Select the user
Open the user record from Settings.
Set a temporary password
Enter a temporary value the user can type once, then choose Reset password.
Have the user sign in
The next successful sign-in requires a new private password before the user can continue.