Add a user

Every person who signs in to Business Sensor needs their own user. Their security group decides what they can open; their own rights set their price and discount limits. Never share one sign-in between people: approvals, receipts and the audit trail record who did what.

Before you start

• You need the User Management permission.
• The person's security group should exist (see Set up a security group).

Steps

1. Go to Setup → Users and press New user.
2. On the Identity tab, type:
   • User Name: what they type to sign in, for example aiko.
   • Full Name: shown on receipts and reports, for example Aiko Tanaka.
   • Email Address (optional).
   • Password: their first password. Tell it to them privately.
3. Under Assignment, choose their Security Group and their Department.
4. Optional: open the Rights tab to set their sales limits (see A user's rights and sales limits). New users start with sensible defaults.
5. Press Save. They can sign in straight away.

Use Save & Add New to add several people in a row.

Changing or removing a user

• Open the user to change their group, department or rights, then Save.
• Reset password… (bottom left of the user) sets a new password at once.
• Untick Active to stop someone signing in, for example when they leave. Their history stays.

Tips

• Use Copy rights from user… on the Rights tab to give a new cashier the same limits as an existing one.
• Keep the Administrator group for owners and managers; Administrators are never held to sales limits.

Common problems

• "Password is required for new users." → type a password on the Identity tab before saving.
• They can sign in but see almost nothing → check their security group's Access Roles and Item Categories.
• The user name is already taken → user names are unique; add a letter or their surname.