How to add an user in eZee Optimus?

Modified on Tue, 23 Jan 2024 at 03:57 AM

What is a POS User?
POS User is operating activity on pos. they are like Administrator, General Manager, Back office Manager, Executive, Night Auditor, Cashier etc.

Location:
eZee Optimus >> Switch to Back>> Settings >> User

Prerequisite:
eZee Optimus >> Switch to Back>> Settings >> User Role
Must Privilege >> Access to Front Office(Web) , Device(Desktop), App Device(Mobile)

How to access:
In order to add a new user, follow the below steps:

Step 1: Define user role and user common privileges & reports
Must Privilege >> Access to Front Office(Web), Device(Desktop), App Device(Mobile)

Step 2: Define Display name, user name and password

Name: Display Name
User name: User Login user name (Need min. 5 characters)
Password: User Password (Need min. 8 characters)
PIN: 4 Digit user code to log in
Note: You need to first-time login with username & password to enable PIN login and also enable the PIN setting

Language: Display language

Step 3: Privilege & outlet selection is compulsory

Manage Operations by Shift: Enable shift
Default Operation: Access to order types like dine-in, delivery
User Role: User type like cashier, Manager Must select

Privilege Tab: Select user privilege
Must Privilege >> Access to Front Office(Web) , Device(Desktop), App Device(Mobile)
Reports Tab: Report Access
Outlet tab: Assign the outlets Must select one outlet
Discount tab: Discount Access

Personal Information: Add address, City, State, Zip code, Country, Mobile no., email ID(Mandatory, As it helps in resetting your password), and Identity type followed by identity no.

Other Information: Item >> Display alternate item name

Step 4: Link for login >> https://app.ipos247.com/app/cloudPOS/#!/login/

Do visit on live chat support if you have any further queries for the eZee Optimus.
eZee Optimus Live chat Support

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