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Add a user

Quick answer

Setup ▸ Users ▸ Add user ▸ name, email, role ▸ Create user.

Who can do this

Administrators. A manager attempting it is asked for approval rather than quietly refused, and cancelling that ends with KJB saying the action is not permitted for their role — with nothing created.

If you need someone added, that goes to an administrator.

Before you begin

Decide the role first. What a person can do follows from their role, so this is the decision that matters — not something to adjust afterwards. See Who can do what.

A user account is not a staff record. They are separate things: the staff record is the person who works here, the user account is a way to sign in. See Staff records.

Steps

  1. Open Setup ▸ Users.
  2. Select Add user.
  3. Enter their name and email. Both are required.
  4. Choose their role.
  5. Select Create user.

Expected result: the person appears in the user list with their role, and can sign in.

Things to know

Outlets assigned reads "All outlets" for everyone. Restricting a particular user to particular outlets is not something KJB does yet — every user reaches every outlet their role allows. If your business runs more than one location and you need people kept to their own, that is a conversation to have rather than a setting to find.

Can approve manager overrides. Some accounts are allowed to approve the supervised actions other people request. That is a deliberate grant, and it is worth being sparing with — an approval everyone can give is not supervision.

Auto-lock. A terminal can lock itself after a period of inactivity, which matters on a device sitting in a public part of the restaurant.

Deactivate rather than delete. Someone who leaves is made inactive; their record stays attached to what they did.