Create PIN User

You can create new PIN Users and edit their access rights. These access rights are related to editing transactions, viewing reports, and deleting companies for the selected modules.

For example, you may allow cashiers to view and create new transactions, but prevent them from editing/amending transactions from this screen.

You can tick which transactions are allowed to be amended by each user [see red box below]. If the transaction is ticked, then that user is allowed to amend that transaction by entering his/her PIN User and password.

The User Name under Create New User and Create PIN User are shared. If you login using a PIN User, then a new user is created automatically with the PIN User Name under the Create New User screen and vice versa.

1. Click on New and the cursor will move over to User Name to enter the details of the new user.

Similar to Create New User, you can select New and enter the User Name, Description, PIN and Confirm PIN. The PIN and Confirm PIN should be the same password. The PIN can be numbers or letters.

You can refer to the example below for how to tick the transactions to control access rights.

Example:

The new user Allen was created with no checkboxes ticked (i.e. the user is not allowed to edit any transactions or view any reports)

Step 1: Login into the company using the user name Allen [see red box].

Step 2: Edit an invoice and enter the PIN user as Allen and the password for this user.

1. When you edit a transaction and select Save, you need to enter the PIN User “Allen” and password

2. After selecting OK, because this user has no right to edit or amend, this window pops out to block editing

Manager as ‘administrator’

Similar to Create New User above, the user “Manager” always has access to edit/amend all transactions and has access to view all reports.

You cannot change the access rights for this user. If you try to untick any checkbox and then Save, then when you go back the checkboxes will be ticked again.