In the item Item management » Employees you can see an overview of created employee accounts. Every employee can log in before operating the cash register and all cash operations will be connected with the employee’s account. So you will get a summary of your employees and their operations. The employee overview highlights all accounts actually logged into individual cash registers.

To any employee account you can assign a separate set of privileges, especially for the cash register and for the application Warehouse. If you define the PIN in the account properties, the account will be protected and the employee can log into the cash register by entering it. If the PIN is forgotten, simply change it here for the specific employee.

Using the Bulk edit function, you can select multiple items that can be moved to another category, deleted, or other parameters modified. There is also an overview of attendance with the possibility of additional editing.

 

Note

Or you can create employee accounts directly in the cash register. In this case, too, you can assign to the account user privileges concerning the individual functions of Dotypos and application Warehouse.

 

How do I create a new employee account

Step 1

In the item Item management » Employees click on the blue button + Add Number 1 in the image. If you have already created any accounts, edit the selected account with Number 2 in the image and delete it with Number 3 in the image to delete it. Click Receipts to open a filtered list of receipts issued by the selected employee. If you have an active attendance record on the cash register, click on Attendance to view an overview of the selected employee's attendance. You can then open the complete attendance report in the header Number 4 in the image .

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Step 2

A page with information about the user account will open. Enter the required information in the individual fields. If you enter a bar code in Barcode field, you can log into the account just by scanning the bar code with the reader. To protect your user account, use the pin entered in the Number 1 in the image. If the employee forgets the PIN used for logging in, you can change it without any difficulty here.

Clicking on the fields in the section Number 2 in the image displays the list of user privileges for cash register operations or the application Warehouse, see Assigning user privileges below.

In the section the account can be also temporarily deactivated without being removed and you can also set the maximum discount Number 3 in the image, which the employee can apply to the order items. The maximum discount can also be set for the whole category. Do not forget to always save the performed changes by clicking on the button SAVE.

Click on the links Number 3 in the image to access related data reports.

You can duplicate a created user with all the properties just with the button Number 4 in the image. Subsequently, you can also rename and adjust the duplicated user.

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Assigning user privileges

Click into the field User permissions – device or User permissions – warehouse to expand the list of user privileges for individual operations. Activate the selected item in the list by clicking on it and assigning this privilege to the relevant user. For assigning all privileges, click on the first item Select all. Clicking and entering text in the field Search filters user privileges only by the text entered (the entered text is case sensitive). For an overview and description of individual user privileges, take a look at this chapter.

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Warning

User privileges cannot be set for the initial administrator account Administrator. This account has full privileges assigned automatically. That is why it is recommended to always protect the administrator account with a PIN.

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This manual is for informational purposes only and provides no warranties. The specifications given are subject to change without prior notice. Images and diagrams are for illustration only. The appearance and functions of the devices and software may differ depending on the current version of the product and applications.
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