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Quick Start – Creating Cashiers & Users

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Nov

Creating Cashiers & Users

At this point, you should be ready to add Cashiers & Users to the system. Please note, that Cashiers & Users are handled differently in KORONA. This guide will give you a brief tutorial on creating both.

Progress Towards Completion

Creating Cashiers & Users

Creating Cashiers

In order to create new cashiers, navigate to Employees > Cashiers. Here you will find the list of cashiers for your organization.  You can create, edit or delete cashiers.

Click the “New” button to add a new cashier.

Each cashier is required to have their own unique number.  The cashier number is used for time clock actions.  You are required to provide the first and last name as well.  Please be aware that the full name is displayed on the receipt.  If you do not wish to display the cashier’s full name please only provide the data you would like to display on the receipt.

Another required field is the login code for the point of sale. You can use the same number as the cashier number but can also use an entirely different number.  If you are using login cards you have to enter the code that is programmed on the login card.

The last required field is the cashier role which will define granted permissions for this cashier.  On the right side, you will get a preview of what permissions the cashier will have.

The last cashier setting is optional and will only change the cashier’s background color of the POS.  This can be helpful if you have multiple cashiers that share one register.  That way they can easily recognize by the POS’ color whether they are on the right login.

Once you are comfortable with the changes you made press “Save” to apply your changes.

Creating Users

To manage your back office users navigate to Employees > Users.  This lists all users that have access to your back office.  You can add, edit or delete users.

If you would like to add a new user click on the “New” button.  This will take you to a new screen for creating a new user.

You will have to assign a valid email address.  The user will receive a system generated password.

In additional you should assign first and last name as well as an appropriate user role which defines what permissions the user will have.

The section for organizational units allows you to control the users’ access for each organizational unit.  That way you can limit reporting or price changes the user can perform to certain organizational units.

Once you are done with the users settings click “Save” and an email with the users login credentials will be sent to their email address.  If the user did not receive their email, please have them check their spam folder.