Setting Up Group User Settings
Note: A Group User doesn’t need to be created to set up a user but it is useful to set up when giving multiple users the same settings.
Log into ZiiPOS with a Supervisor code or higher
Select the three lines in the bottom left corner to access the side menu
From the side menu select Settings
Now select the three lines from the left hand side of the Profile page and scroll to the bottom of the three line menu.
From the bottom of the side menu select Group.
In the User Group page select New
In the text box add a name. We recommend a meaningful name.
Next, select the permissions for the group, this is a long list and can be scrolled.
Now select Save to create the Group and click on Yes in the new window that opens. The User Group is now set up and ready to use.
To close the side window, click on the grey X in the top right hand corner.
Creating a User Account
Log into Ziipos with a Supervisor code or higher.
Select the three lines in the bottom left corner to access the side menu.
From the side menu select Settings
Select the three lines from the left hand side of the Profile page and scroll to the bottom of the three line menu.
From the bottom of the side menu (scrolled down) select Account from the User section. This is the second Account in the list, the first is for Payment Accounts.
Click on New to create a new user.
Enter a First Name and Last Name for the User. These are both compulsory fields, so they must be filled in.
The Staff Name will self-populate with the First and Last Name. You can change this at this time if you wish.
Once the User has been saved the Staff Name becomes permanent and cannot be changed.
Add a password (this is also a compulsory field), a password must be at least 4 characters.
Birthday, Telephone, Mobile, Fax and Address are all optional fields and can be filled in it is required information.
Scroll down the window to choose a user group that has the same setup as the current one being set up.
The User Group is a drop down list that allows user to select any user groups that has been previously set up.
When a User Group is selected, it will prepopulate the permissions to those set in the Group.
If no User Group is set up or there are other permissions that is required to give the user, scroll through the permissions and tick the preferred ones. Click Save and Yes to save the User.
