EMS | User Manager
Description
User accounts are controlled by the system Administrator, and are signed a level of access as defined by the "User Profile". To ensure best practise each user should be assigned their own account, which enables the audit of their actions.
Resolution
The user accounts are creates and managed in either "Administrator" or "Manager" via "User Manager"
Create a user account
- To create a new "User" click onto the "Green Plus"
- Enter the "Username", this must be unique
- Enter a "Password" , the password must adhere to your organisations PCI rules and be a complex password.
Example: the password will need to be a minimum of 8 characters, contain upper and lower case letters, a number, and a symbol.
- “Staff” – to link the user account to an existing staff members record select the staff member in the drop down. see- Staff Setup
- “Description” – this is the name that will be shown when the staff members logs onto the system.
- “Language” – select the language required.
- Select the “Green Tick” to confirm
To assign permissions
- Select the "Site" tab
- Select the required "Profile" from the drop down against the relevant site
AD Account and Cloud Users
Dependent on your environment the "AD Account" can be used to link to your Windows Active Directory account, or when using the CORE to Cloud environment the user is automatically linked to your cloud account.
When using the CORE to Cloud environment, and the user account need access to the secure location
Select
EPOS PIN
A unique PIN number can be assigned to a user account to provide quick access to EPOS, the PIN must be unique.
- Enter a "EPOS PIN"
- Confirm the "EPOS PIN"
- Select "Change PIN"
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