How to add / suspend/ manage users of the Till Portal



Have more questions? Submit a request

To add users to the Till Portal, follow the below steps.

Please note: The function of user management is limited to users with Admin and Manager roles on the Till Portal.

 

Step Number_Navy_01.png

Click Settings at the bottom of the side menu.

Till Portal_Settings.png


Step Number_Navy_02.png

Navigate to User Management

Till Portal_UserManagement_Hotspot.png


Step Number_Navy_03.png

Click Invite User to invite your business members to the Till Portal.

Till Portal_UserManagement_InviteUser.png


Step Number_Navy_04.png

Enter a new user Name & Email address, select the user role to customise the view of the member and click Send invite.

Once invited, a user will receive an email to join the business and can create a password to sign in to the application. 

Till Portal_UserManagement_Send-Invite.png

Note: when added, a user will gain implicit access to all children with the same role. For example, if a user is added as a Manager at an account level, they will have Manager access to all locations below the account.

Step Number_Navy_05.png

An invitation will be sent to the new user's email address.

To change the role or suspend a user, follow the below steps:

Select their new role from the dropdown.

Till Portal_UserManagement_Change-Role.png

 

To suspend the role of a user, click the 3 dots at the end of the user to suspend.

Till Portal_UserManagement_Suspend-User.png

Articles in this section