User Permissions

HirePOS v5 requires individual user logins to be set up.

The first user login will automatically be assigned the Administrator role and will have access to all available modules licensed to the business. 

To access all features, you must link your users to a Staff member, via a matching email.
This tells HirePOS that the account belongs to a particular staff member.
To do this, you will need to go to Setup > Staff and set up a new staff member with the same email address as the login email. 

User Role Settings

To edit User roles, go to Setup > Preferences > Users.

Click your user login to edit the User Roles.

User Roles
These are pre-sets that change the way the account functions.

Administrator
Access to all functions, with no restrictions.

Delivery/Pickup Only (No charge)
This causes the user to be considered a driver, and they will only be able to access the Delivery/Pickup schedule.
To use this function, please see the relevant help-doc here: Delivery/Pickup Only Users

Dispatch Only (No Charge)
Similar to above, this restricts the user to the
Other permissions
Restrict to default branch only
If you use the branches module, you can use this to restrict users to their default branch, which is configured in Setup > Staff.
This means they won't be able to see anything in other branches.

Disable Stock Adjustments
This will disable stock adjustments, as well as changing Item Types, and any of the settings in the Configuration section of the item setup.

Allow Sales and Payments
This gives the user the ability to use the entire Sales and Payments sections of the HirePOS menu.

Disable Customer Add/Update
This will stop the user from adding, or updating existing customers.

Disable Delete
This prevents the user from deleting records.

Disable Payments
This prevents the user from looking at, editing or creating payment records.

Allow CRM
This allows use of the CRM menu, CRM notes, Bulk Messages, SMS, and CRM Follow-ups.

Allow HR
This allows use of the HR Module, which includes the Crew job Calendar, Timesheets, and Tasks.

Allow Maintenance
This will allow the Maintenance module, which includes Inspection Checklists, Maintenance records and Test & Tag.

Allow Purchase Orders
This will allow access to Purchase Orders, and Purchase order reports (If they have Report Permissions).

Allow Accounting Sync
This will give the user the ability to export to Xero, MYOB & Quickbooks, via the button on the main menu.

Allow Bookkeeping
If enabled, allows access to the entire Banking menu.
Which is part of the Bookkeeping module.

How to make a user inactive

See the Make User Inactive article.

If you are concerned with Security, you can optionally enable the "Send an email alert if this user logs in from an unfamiliar location" setting.


Did this help?


Powered by HelpDocs (opens in a new tab)