You should create a user account for any staff member who needs to access the management portal or process sales on your iPad. You can restrict access to certain features for different staff members.

Creating a user

  1. Navigate to: Settings -> Users.
  2. To add a new user click the "+ Add New" button at the top right of the screen.

  3. Enter the full name of the user and their email address.
  4. Set a 4 digit PIN number for the user account.

  5. Press the "Save..." button.

Adjusting a users security privileges

  1. Navigate to: Settings -> Users.
  2. Select the user you wish to modify.

  3. Select the Security tab.

  4. Adjust the security flags as required. Details of each one below.

  5. Press the "Save..." button to apply your changes.

Register Manager
  • Access app settings
  • Access and post reconciliations
  • Can End the Cash Drawer Session
  • Can open cash drawer outside of completing a sale
  • Can process refunds
  • Can reprice individual sales lines
  • Can add discounts to a sale
Authorise Large Sales
  • Able to authorise large sales
Full Void Control
  • Allow voids of items not in current table batch if in Restaurant mode.
  • Can void entire sales
Account Locked
  • When checked, the staff member will not be able to log into the iPad app. This should be used to inactivate old staff members accounts. 

Editing a user

You can edit a user by navigating to "Settings -> Users -> Select User". Make any required adjustments and press the "Save..." button.

Deleting a user

You can delete a user by navigating to "Settings -> Users -> Select User". At the bottom of the page click the "Delete User" button.

Warning: Deleting a user is permanent and cannot be undone.

Management Portal

To grant a user access to your Management Portal:

  1. Create the user as outlined above
  2. Ensure they have a valid email address set. If not, add an email address and click the "Save" button
  3. On the "Security" tab, enable the "Portal Access" flag
  4. Click the "Save..." button
  5. The user will receive an email within 30 minutes asking them to set a password. Check the spam/junk folder if it doesn't appear. 

Note: A user with Management Portal access will have full admin access to your account.