This article details how to create new and edit existing users in Cloud.
Step 1
Navigate to Users Tab
Step 2
Search for Existing User or Create New User
Search:
- Use the search bar to find existing users by their name or email address
- Toggle Show All Users on in order to search within all of your locations at once
Create:
- Click + User in the top right corner to add a new user
Step 3
Required Fields
Whenever you are creating or editing a user, you need to make sure the following information is accurately filled out:
Name:
- Please type the user's full name.
Email Address:
- Double check that the email address is correctly typed in.
Email Report:
- Check this box if the user would like to have a daily email report from Cloud sent to them.
User Role:
- Choose the user's role, determining what they can view, edit, and access.
- Please Note: You can only provide a user access to a role that is lower than your own access.
- For example, if your user role is Manager, you can only provide users with Cashier or Operator roles.
- If you need the user's role to be updated to an equivalent or higher role than your own, please reach out to Mashgin Support and we would be happy to assist!
Client:
- Connect the user to the appropriate client.
Locations:
- Choose all of the locations that the user will have Cloud access to.
Groups:
- Choose all of the groups that the user will have Cloud access to.
Step 4
Save All Changes
Be sure to press the purple Save button at the bottom of the user's information page to save any changes made!
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✋🏽 For any additional questions, please contact our support team at help@mashgin.com