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Create a new user in EPOS Manager

Add new users with appropriate permissions and access levels.

Jon Lee avatar
Written by Jon Lee
Updated over 2 months ago

Proper user management is essential for maintaining security and ensuring that users have the appropriate access to perform their tasks effectively.

πŸ“Œ Note: To create new users, you need to have the relevant permission. If you don't have this permission, ask your super user to review and update your permissions.

To create a new user in EPOS Manager, follow the steps below:

  1. Click System Maintenance and select Users.

  2. Within the User ID, enter a username for the new user and press enter. This creates a new user.

  3. Update the name field, then enter a new password.

  4. Select Must Change Password At Next Logon. This prompts the new user to change the password on first login.

  5. Enter their email address, and if required, enter the User Level. If not needed, leave it as 0.

  6. Select User Enabled. Without this, the user can't log in.

  7. Assign the user a User Role. If you don't have any set up, assign the required level of access in the Options tab.

  8. In Allowed Locations, select the locations the user can make changes.

  9. In Other Settings, select the appropriate level of security, then click Save.

πŸ“Œ Note: If a clerk can't see any options on their StockLink, ensure you've assigned them a user role.

πŸ€“ Tip: We have information on amending a user role and on how to create a user role.


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