User management - Costbucket

User management

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Managing users access is available by navigating to the the Main menu and select Users. The number of active users allowed is indicated in the users limit.

Product – POS option will restrict the user to the Point of sales only. They will be allowed to log into the cloud account but with restricted access to cloud apps. If the option ERP (Enterprise Resource Planning) is selected, this will grant the user access to both the POS and the cloud cost accounting software with restrictions which the administrator will need to restrict further in the form.

User information – Add the username, password, Full name, email and phone number of the employee / user. Once an account is created, it will not be possible to change the username.

User Role – Select the user role and time zone

User Default Location – the location where the user will work which will indicate where the sales and inventory will be logged in the cloud cost accounting software and reports.

POS Default Customer – This should be set as “GUEST’

POS Default Branch Code – This should be set as “CASH”

Account Status – Active / Inactive

PIN Access Active – YES / NO indication for the PIN Management used in the point of sale system to restrict users refunding products, deleting products from the cart, modifying prices and processing discounts.

Authentication PIN – the PIN number for the PIN Management system. Recommended to use barcodes to prevent risk of users figuring out the PIN.

Cloud Accounting software access – If the PRODUCT is selected as POS, please make all settings NO. If PRODUCT selection is ERP, then indicate which modules in the cloud cost accounting software they should have access to.

User management within costbucket