In this section, you can assign users rights to perform individual operations in the Dotypos cloud. The full overview of user rights for the Dotypos cloud can be found here.

Note

Apart from performing individual operations, Dotypos cloud also lets you set privileges for cash register operations or the application Warehouse. To create a user account in the cash register and assign privileges, see this chapter.

How do I add a user and assign them rights for the Dotypos cloud?

Step 1

Expand the Cloud settings Number 1 in the image tab and go to Dotypos cloud users Number 2 in the image . Then use the Add Number 3 in the image button on the right to add a user. Use the Edit button next to an already added user to add or remove individual rights for working in the Dotypos cloud, or to delete the user. The user will then no longer have access to the Dotypos cloud.

Warning

Do not forget to delete inactive employees from the list of Dotypos cloud users. Otherwise, they will still be able to log in to the Dotypos cloud and will have access to the cash register and sales data! We also recommend checking that the cash register Z-reports are no longer being sent to the inactive employee's e-mail.

Step 2

If you are adding a new user, enter their e-mail address in the Number 1 in the image field and click Verify. The verification process checks the uniqueness of the e-mail address the user uses to log in to the system. If a user with this address already exists for the given cloud, the rights settings for their account will be displayed immediately. A new user will therefore not be created; instead, the rights settings of the existing user will be shown.

After the e-mail is verified, further options are displayed. Now select the Login Number 2 in the image and Language (mandatory) Number 3 in the image for the new user. If you are editing an existing user, the information will already be filled in, so just check it or adjust it if needed.

Step 3

In the right part of the editing window, you will find the following items:

•The informative field Cloud Number 1 in the image , which shows the cloud for which you are going to assign rights to the user.

•The Access to cloud Number 2 in the image switch in its default (enabled) state allows the selected user to access the cloud whose number is shown in the field Number 1 in the image .

•The + Number 3 in the image button expands the rights tree so that all available rights are displayed, which is suitable for editing. The - button collapses the tree – only the first level of each group of rights will be visible, which makes the list clearer.

•The Select all button (default state) Number 4 in the image selects all rights, which means that the user will have full control over this cloud. Conversely, the Disable all button removes all rights from the user.

•By clicking a selected right Number 5 in the image you remove it from the user. Inactive rights are not highlighted in green. If you click an inactive right again, it will be reassigned to the user and highlighted in green again. By clicking an item preceded by the + sign, you add or remove all rights in the levels below it. By clicking directly on the + and - signs, you expand and collapse the individual branches of the tree.

•After setting all rights, click Save, or you can cancel everything with the Cancel button at the bottom of the page.

Step 4

Once saved, a password will be sent to the new user's e-mail address. The user will then log in to the Dotypos cloud with their e-mail and this password. The password can later be changed (reset) in the Dotypos cloud options under Account settings or in the login dialog.

If a user does not have the right to view a page or data, the following warning will be displayed: Access denied. You do not have permission to access this page.

Note

If the list of user rights is displayed in a different language than the rest of the Dotypos cloud, it means that you had a different language set the last time you logged in to the Dotypos cloud. Just set your preferred language again and then log in again.

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