User Accounts (Overview)
In HirePOS, user accounts are essential for accessing and managing the platform. As an Admin user, you have the authority to modify roles and permissions, set default email templates, and view user history for each user. This comprehensive guide will walk you through the process of managing user accounts effectively.
Inviting New Users
When inviting new users to HirePOS, it is recommended to use email addresses within your business domain for seamless integration. If using personal email addresses, ensure they are safe for internal use only. You can also enable single sign-on and multi-factor authentication for enhanced security.
For more information, see https://docs.hirepos.com/en/articles/2322881.
User Roles & Permissions
User permissions allow you to control access to specific features within HirePOS. Roles determine the level of access and functionality available to each user. The Administrator role grants full access to all modules, while other roles can be customized based on user requirements.
For more information, see https://docs.hirepos.com/en/articles/2323201.
Linking Staff and Users
Linking staff members to user accounts ensures seamless operation within HirePOS. By matching staff email addresses with user emails, you can streamline record creation and management.
For more information, see https://docs.hirepos.com/en/articles/3224257.
Adding and Managing Staff Members
Adding staff members to HirePOS involves entering relevant details such as name, email, address, and contact information. Staff details can be customized based on individual requirements.
For more information, see https://docs.hirepos.com/en/articles/2311361.
Recent Logins and User History
Accessing user history and recent logins provides valuable insights into user activities and system interactions. This information can be crucial for tracking changes and resolving issues effectively.
For more information, see https://docs.hirepos.com/en/articles/2322497.
Make Users Inactive
If necessary, you can make a user inactive in HirePOS to prevent them from accessing your system.
Inactive users can only be reactivated by HirePOS personnel. For this reason, we recommend making a user inactive only when you are confident you will not need to use the email address associated with that user again
For more information, see https://docs.hirepos.com/en/articles/2322561.
By following these guidelines, you can efficiently manage user accounts, permissions, and email settings in HirePOS, ensuring smooth operation and enhanced security.
