Creating users for the system and the different levels of access
Types of User
There are four distinct types of users for the SumUp POS system.
Operators can only log into the POS/Stock app, and can’t access the back-office. You will need to create the operator in the outlet to which you need them to login. For example, if you have two outlets, a site in London and Manchester, you will need to switch into the Manchester outlet in the back office to create the operator login. If you gave them the London site login, then all the sales done through the app would appear under the London outlet!
Admins can access the back office and log into the POS/Stock app, but can be restricted from accessing or editing certain parts of the back office. By default an admin user will only have access in the back office to the outlet in which they were created. So again, if you have two sites London and Manchester, if you set them up in the Manchester outlet they won't see the "switch outlet" button to give them access to the London outlet.
If you want to grant them access to multiple outlets, then you will have to:
- Firstly assign tags to your outlets by going to Setup > Outlets. Edit each outlet to have a tag (we'd recommend giving it the name of the outlet for clarity)
- Once the outlets have tags, go to Users > Admins > Multi Outlet Admin Management (at the bottom right)
- Then tick the outlets that you want the user to have access to
Note that this is solely for back office access, if they log into the till with their details, they will still only be logged into the outlet they were created in!
By default, there will be only one 'Owner' user of the system. This user will have full access to the front end and back end.
Note that this is solely for back office access, if they log into the till with their details, they will still only be logged into the outlet they were created in
If needed, other Admins can be 'promoted' to Owner. Only someone logged in as the Owner can do this. To do this, in the back office go to Users > Admins > click on the users name (not the edit button). Then click the rocket button at the top, and it will ask you to confirm.
How to add a new user
In the back office, go to Users > Admins. You will only see the Admin section if you have "owner" level access. If you don't have this access, someone with "owner" access will have to do it, or give you "owner access".
Ensure that you're in the right outlet (if you have multiple outlets) as this will dictate which outlet the user is able to log into.
Click on Add new user at the top right, and then fill out the fields and choose the access required.
How to edit a user
To edit other users on the system, go to Users > Admins. If you don't see an edit button for the user you want to change, you'll need to switch into the outlet that the user was created and edit it from there.
If you want to change your own details, you'll need to go to Settings > Profile. This will allow you to edit all your details (for example if you want to simply transfer ownership to someone else).