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Create a separate account for the intended staff member through the shop’s administrator. Review role and location access together before saving.

Prepare the account

1. Open Global Settings → Users and check the directory for an existing account.
2. Select Add user.
3. Enter the intended Email and Name.
4. Set and confirm Password using the shop’s approved credential process. Keep passwords and PINs out of support screenshots and messages.
5. Choose Type: Cashier, Manager or Admin, according to the intended responsibilities.
6. Review Active? separately from the role.

Review the remaining choices

BCC?, PIN Code and POS Display are separate settings. POS Display offers Tree, Block and Image. Confirm which messages the BCC choice affects before enabling it, and review PIN setup separately.

If available, check Access to outlets and Access to web sites. Review the assigned Access to list, including any Everywhere or None choice. Creating a cashier role does not by itself establish the intended location scope.

Create and verify

1. Review all entered details, role, active state and assigned locations.
2. Select Save changes for the intended account creation.
3. Check the returned result, then find and reopen the new account.
4. Verify the staff member can access the intended screens and locations, and cannot perform actions outside the intended role.

If creation fails

Read the exact validation or account error. Check whether the account exists before trying again. Do not create a second user merely because an expected location is absent; review the existing account’s access setup first.

Role and location access · Till PIN · Find existing staff.