User Accounts (Overview)
Updated 4 months ago
In HirePOS, all user accounts are tied to a unique email address, as an admin user you can modify permissions, set email templates and view user edit history for each individual user.
Below, is a link to all help-docs relevant to User Accounts and setup.
Help article | Description |
This help doc covers how to invite & create a new User Account in HirePOS, in video format. | |
This help doc covers the best process, if you need to change the email address a user account is attached to. | |
This help-doc covers all the permissions you can give your user accounts, and what they will allow or Disallow. | |
This help-doc covers how to set a default branch for a user if you are using the branches module, and optionally restrict them to that branch only. | |
This help-doc covers how to set up a unique template for a user account, that will be used by default when they email an invoice. | |
This help-doc covers how to view a User's timeline (Edit history), as well as viewing invoice history. | |
This help-doc covers how to view recent logins and user history, for security purposes. Such as if you suspect an unauthorised person has the password to one of your accounts. | |
Explains how to make a user inactive, if they no-longer need access, or if the email is not being used anymore. | |
This doc explains how to setup a unique type of user that doesn't incur monthly charges, but can only access the Delivery/Pickup schedule. Commonly used for drivers. | |
Explains how to setup a "Signature Pad User" which does not incur monthly charges, but can only be used to take signatures. Commonly used with tablets, for taking in-store signatures. |