User Form (Create / Edit)

Create a user account for a colleague: name, username, password, role, and custom permissions if needed.

Step by Step

Set the name, username (unique), and password.
Choose the role — its default permissions get checked automatically.
If needed, manually adjust specific checkboxes (a manual checkbox overrides the role).

Fields

Field	Description
Name / username	The username is for logging in and must be unique.
Password	Leave blank when editing to keep it unchanged.
Role	Determines the default set of permissions.
Permissions	Finer-grained checkboxes than the role; a manual checkbox overrides the role's default.
Active	Turning it off blocks login.

Notes

Grant the minimum permissions needed; for example, a cashier only needs "Execute orders" and the necessary views.

The “assigned cash boxes” list appears only when the role is set to Cashier, and it lists only active (non-archived) cash boxes; banks cannot be assigned, and saving with any other role clears the assignments.

This guide comes straight from the in-app help and refreshes with every update. Video tutorials · Free demo