Managing SmartPOS Users in CStoreOffice®

You can manage SmartPOS users in two following ways:

• From SmartPOS device directly: Use this way in case you work only with SmartPOS devices without being connected to CStoreOffice®.

For more information on how to manage SmartPOS users directly from the device, see the Users section in the SmartPOS User Guide.

• From CStoreOffice®: Use this way in case you use the CStoreOffice® back-office system while working with SmartPOS.

For more information, see Creating SmartPOS Users in CStoreOffice®.

Creating SmartPOS Users in CStoreOffice®

To create a SmartPOS user in CStoreOffice®:

1. From the CStoreOffice® main page, go to Settings > General > Employees.

   
   Result: The Employee list report form opens.

2. In the Employee list report form, click New.

   
   Result: The New Employee form opens.

3. In the New Employee form > Employee Setup section:
1. In the Personal Data subsection, specify the following employee's data:

• Authentication Email
• First Name
• Last Name
• SmartPOS PIN: Make sure you have the SmartPOS PIN configured, otherwise the newly added user might not be sent from CStoreOffice® to SmartPOS.

  

2. In the Login & Password subsection, specify the following SmartPOS employee settings:

• In the Workplaces field, select the stations at which this employee will work and move them to the right field.
• In the Role field, click Advanced and select the employee's role.

  

  For more information about how to assign a role to the user, see Roles and Permissions Management.

4. At the bottom of the form, click Save.

For more information about managing users in CStoreOffice®, see Employees.

5. Send the users data to SmartPOS device:
1. Go to Data Entry > Dashboard > Station Options > Cash Register.
2. In the SmartPOS section, click Send Users To SmartPOS.

   
   Result: The SmartPOS users data is updated on the SmartPOS device.