Premier | User Manager
🔍 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.
âť“ 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.
âś… 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
9. Go to the Site tab.
10. 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
11. Assign a unique EPOS PIN to allow quick EPOS access.
12. 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.
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