Add a POS user

Each employee uses their own Outlet User record to sign into the POS system at the beginning of a shift.

To add an outlet user

1. Open the relevant outlet in Salesforce.

2. Select New in the Outlet Use****rs section on the right. The New Outlet User screen opens.

3. Select the Outlet or leave the pre-selected one.

4. In the User field, begin typing the name of the employee. A list of existing users opens.

5. Select the employee who you want to be an Outlet User.

6. Select an Outlet User Type. If you don't have any to select, create one:

   1. In the list, select + Outlet User Type. A new dialog opens.
   2. 
   3. Enter a Name. Something that describes the user type, e.g. Sales assistant.
   4. Enter the Maximum Discount Percentage that this user is authorised to enter at POS. This can be from 0 to 100.
   5. Select Save.

7. Select the Active option.

8. Select Save and New to create another user, or just select Save.

NEXT: Set a PIN for the user to access the POS system

RELATED: Set up an Outlet