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.

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.

To invite a new user:

1. Go to Setup > Preferences > Users.

2. Enter the user's email address in the Invite User box and click Email User Invitation.

3. The user will receive an email to set up their login credentials.

4. Confirm the user's access and roles in the User details screen.

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.

To manage user permissions and roles:

1. Go to Setup > Preferences > Users.

2. Click on a user to edit their details.

3. Adjust permissions and roles as needed.

4. Save changes to apply the new settings.

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.

To link staff and users:

1. Navigate to Setup > Staff to add new staff members.

2. Ensure staff email addresses match user emails for automatic linking.

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.

To add and manage staff members:

1. Go to Setup > Staff.

2. Click + New Staff to add a new member.

3. Enter necessary details and save changes.

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.

To view recent logins and user history:

1. Go to Setup > Preferences > Users.

2. Click on the Timeline icon to view user actions.

3. Utilize the User History feature for detailed user activity tracking.

Configuring email settings in HirePOS is essential for effective communication and security. By following recommended practices, you can ensure that emails are delivered successfully and avoid potential spam issues.

To manage email settings:

1. Navigate to Setup > Preferences > Email Templates & Settings.

2. Set up display names, from addresses, reply-to addresses, and email content effectively.

3. Test email deliverability using external tools for optimal performance.

By following these guidelines, you can efficiently manage user accounts, permissions, and email settings in HirePOS, ensuring smooth operation and enhanced security.