In this article, you will learn how you can add a new user with permission, edit details, and delete if needed.

1. Reaching the "Users" Module

To reach the "Users" module, follow the steps below:

1. Step 1: Log into Control Center
   
2. Step 2: Choose Point of Sale
   
3. Step 3: Choose Maintenance
   
4. Step 4: Choose Users/Employees
   
5. Step 5: Choose Users         
   

2. Understanding the "Users Module" Layout

Please see the image below labeled Figure 2.0 for a description of the buttons and fields that appear on the screen.  

                                                                                            Figure 2.0        

3. Adding a New User Record

1. Fill in the information in the form as per the information provided below.

1. User Role: From the drop-down list of roles attached to the User Role label, pick the role for the user that you are adding/creating.
2. Account Name: Select the account name from the drop-down list.
   
3. First Name: Mention the first name of the user.
4. Last Name: Fill in the last name of the user.
5. Username: Give a unique username to the user for the system record. 
6. E-mail Address: Enter the e-mail address of the user.
   
7. Password: To meet the required security level, your password must be between 8 and 32 characters long and include at least 3 of the following character types:
   

-English alphabet uppercase letter (A-Z)

-English alphabet lowercase letter (a-z)

-Decimal digit number (0-9)

-Special characters such as ~! @#$%^&*_-+=`|\(){}[]:;'<>,.?/

1. Password Confirmation: Confirm the password by re-entering it one more time.
2. Send Welcome Email: Check the box if you wish to send a welcome email to the new user.
3. Active: This flag is to set the user as Active or Inactive. Only active users will have full access to the control center.
   
4. API User: This functionality allows you to create a user that is completely locked. It does not allow for password changes or any alterations that could affect someone’s login on devices, such as media players. There is a single-time password defined just for access, and once it’s connected, it doesn’t need to be changed. Alternatively, the user can choose to use a dynamic user to log in, which will also let them log in via the API, but the only downside is if someone changes the password, it will affect all logged-in components.
   

Note: To prevent accidental configuration changes, the API User toggle will not appear for non-superusers on the Edit User page. Only superusers (if applicable) can view or manage this setting.

1. License Admin: Set the toggle to True in case the user that is being created is the admin of the license. Otherwise, set it to False.
   
2. License Accounting Admin: Set the toggle to True in case the user that is being created is the admin of the license. Otherwise, set it to False.

1. Permission Type: This option, if chosen as "All," will give all the permissions in the system to the user. If you choose the "Custom" option, then it will customize the permissions given to the new user. See (Figure 3.1).
   

Figure 3.1

1. Click on this highlighted area  to list all the permissions that can be customized for the user that is being created.
   
2. All the prime permissions are listed below as highlighted in Figure 3.2.
   

Figure 3.2 

1. Each permission listed as highlighted in Figure 3.2 also has subcategories that can be further customized to allow only selected permissions for the user. See Figure 3.3; check the categories and subcategories of permissions that are allowed to the user.
   

Figure 3.3

1. All: If the user selects all, then the user can access all modules.
2. Allow (Custom): User can select the module and assign permission for them.

Figure 3.4

1. Save and Close: This button saves the changes and exits the Add New User form.
2. Save and New: This button also saves the changes made but opens the Add New User form.
3. Save: This button saves the current changes and opens the same page.
4. Cancel: This button cancels all changes.
   

4. Editing a User Record

1. Click the Edit button highlighted in Figure 2.0 above to edit a user.
2. The form highlighted in Figure 4.0 will appear on your screen.

Figure 4.0

The Fields and Buttons of the Edit User form are defined above under the Add New User form. Update the information filled in the form, and then click on save to update the information.

4.2.1 Reports Menu Permissions

1. This button allows you to set permissions for the user you are creating for different kinds of reports.
   
2. Set the toggle to True to grant permission to the user. If not, set it to False.

Figure 4.2.1.0

1. Once done, click on "Save" to save the reports menu permissions.
   

5. Deleting User Record

Only a Super User deletes the user; on deletion, all user permissions will be removed from the system. All locations and settings will be changed. The delete button can be accessed at two places, i.e., on the Edit User page and on the home screen.

1. Click the Delete button as indicated in Figure 2.0 to delete a user record.
   
2. The dialog box as shown in Figure 5.0 will appear on your screen.
   

       

1. Click “Yes, Delete” to continue the process of deleting the user record.
   
2. Click “Cancel” to close the pop-up and skip the deletion process.

Click to learn how to create, edit, and assign users and employees in FTx Academy.