🔍 Summary
User accounts are managed by the system Administrator and define each person’s level of access through a User Profile. Best practice requires every user to have their own unique account, ensuring secure access and enabling audit trails of individual actions.
❓ Likely Scenario
A new staff member requires a user account
A user’s access needs to be updated or restricted
Support is contacted because login credentials are not working
An audit requires confirmation of who accessed or modified data
🛠️ Process Overview
User accounts are created and managed through User Manager within either Administrator or Manager. The process involves creating a unique username, assigning a secure password, linking to a staff record if required, and applying the correct User Profile for permissions. Additional options include linking to an Active Directory account, configuring for Cloud access, and setting an EPOS PIN for quick access.
✅ Step-by-Step Instructions:
Create a User Account
Open Administrator or Manager → Navigate to User Manager
Click the Green Plus (+) button
Enter a unique Username
Set a Password following your organisation’s PCI security rules (e.g., minimum 8 characters, upper and lowercase letters, number, and symbol)
(Optional) Link the account to a Staff record by selecting from the dropdown
Enter a Description (the name displayed when the staff member logs in)
Select the Language
Click the Green Tick to confirm
Assign Permissions
Go to the Site tab
Select the required User Profile from the dropdown for the relevant site
AD Account and Cloud Users
If using Active Directory, link the user’s AD account here
In Premier Core to Cloud environments, accounts are automatically linked to cloud accounts
To grant access to secure locations, enable access as required
EPOS PIN Setup
Assign a unique EPOS PIN to allow quick EPOS access
Confirm the PIN and click Change PIN
🧠 Important Note
Every user must have their own account—never share credentials
Strong passwords are mandatory and should comply with your organisation’s PCI rules
EPOS PINs must be unique to each user
Linking accounts to staff members ensures accurate tracking and auditing