POS users and user permissions

Users must be invited to your POS store before they can log in and sell your products. Users can be invited either from Cin7 Core web portal or from the POS application itself. User permissions can only be configured from Cin7 Core web portal, and any user invited via the application will have all permissions disabled by default. Users can have access to all outlets, or can be limited to selected outlets only.

From the Users screen of the application, you can add new users, edit user details and deactivate users to stop them accessing the POS store. You can also search for a user using the search field, or filter users by outlet. Access the users screen by navigating to Menu → Users.

Add a new user

Click Add New User at the top of the Users screen to open a popup window. Enter the new user's Email address (this will be used as the login), Name, Role and allowed Outlet. The new user will receive an activation email with instructions for accessing the POS store for the first time.

Edit user

From the Users screen, click any user to bring up a pop up window. You can also search for a user using the search field, or filter users by outlet. From this window, you can change the user Name, Role, and which Outlet they can access.

The following actions can only take place through Cin7 Core web, not the POS application:

Make a user an administrator
Assign multiple outlets to a user
Change user permissions
Delete a user

Deactivate a user

From the Users screen, click any user to bring up a pop up window. Click Deactivate User to remove that user's access to the POS store.

Users can only be fully deleted from the Cin7 Core web portal, via Integrations → Cin7 Core POS → [selected store] → Users.

User roles

The available user roles are Cashier, Manager, and Administrator.

Administrators have access to Reports (accessed from POS application) for all outlets in a POS Store. Administrators also have access to all outlets.
Managers have access to Reports for the outlets that they are assigned too.
Cashiers do not have access to Reports.

All other permissions can be freely enabled or disabled for any user, regardless or role.

User permissions

Users added via POS application have all permissions disabled by default. A user will need to access the Cin7 Core web portal to set permissions for users added via POS.

The following user permissions are available for POS users:

Can give discount: Give discounts from the sales register.
Can change price: Change item price from the sales register.
Can sell on account: Allow customer to take goods with payment received at a later date.
Can carry out lay-by sale: Hold goods for a customer until payment is received at a later date.
Can see dashboard: View POS dashboard showing Revenue, Sales Count, Customer Count, etc.
Can see all sales: Search for sales made through other channels (Cin7 Core web portal or other sales channels through Cin7 Core) by invoice number, customer, or sale order number.
Can see all scheduled deliveries: View scheduled deliveries list when scheduling deliveries to customers from POS stores.
Can view stock value: View stock value in Inventory Reports (sum of purchase price of all units of one SKU).
Can view item value: View item value in Inventory Reports (purchase price of a single unit of one SKU). Average cost for each item is also visible on the POS sales register for users with this permission enabled.
Can void sales: Cancel sales and all associated payments and transactions and remove sale data from internal reports.
Make sale representative mandatory: When this is enabled, users must add a sales representatives to the sale to be able to complete the sale.

Assign user to one or more POS outlets

Users in Cin7 Core POS can be granted access to a single POS outlet, several outlets, or all outlets. Outlet access can only be given and removed from Cin7 Core web.

In Cin7 Core, go to Integrations → Cin7 Core →POS, and select your POS store. Go to the Users tab. Click the Outlet field to open the dropdown menu and click to select/deselect an outlet. Multiple outlets can be selected per user.

Add or edit users from Cin7 Core

Users must be invited to your POS store before they can log in and sell your products. Users can be invited via the POS application or via Cin7 Core web.

In Cin7 Core, go to Integrations → Cin7 Core →POS, and select your POS store. Go to the Users tab.
Click + New User and select the new user to give access to the POS.
Choose the appropriate role, Administrator, Cashier or Manager, for the user.
Select which outlets the user will have access to. Administrators have access to all outlets.
Next, you can set user permissions for each user by clicking Edit under permissions and enabling/disabling the relevant settings.
You can optionally add User Images for each user from this screen.
Repeat Steps 2-7 to add more users if required. Invited users will receive an email notification with instructions on accessing the POS store and setting their password.