====== Setting Up Employee Access ====== From the **Maintain Users** window, you can set up one or more user accounts. ===== Add New User ===== - From the Main Menu, select **Setup > Security > Maintain Users**. \\ The **Maintain Users** dialog will display. \\ {{libertyreact:lib:newitem876.png|NewItem876.png}} - Click on the **Add** button. \\ {{libertyreact:lib:newitem875.png|NewItem875.png}} \\ The **Edit** **User** Information dialog will display \\ {{libertyreact:lib:newitem874.png|NewItem874.png}} - **Add** the appropriate user information. * **User Name** : Enter a name the user will enter when logging in to the system. \\ {{libertyreact:lib:newitem873.png|NewItem873.png}} * **Password** : Enter a password the user will enter when logging in to the system. Dots will appear in place of the characters you type to keep the password secure. \\ Note: The **Password** field is used to set the initial password for a user. When editing an existing **User**, the password fields will be inactive. It is recommended that each user has their own password, different from all other users. \\ {{libertyreact:lib:newitem872.png|NewItem872.png}} * **Confirm Password** : Enter the same user password you entered in the **Password** text box to verify that you've entered the correct password. \\ {{libertyreact:lib:newitem871.png|NewItem871.png}} * Enter employee's first and last name, up to 25 characters each. \\ {{libertyreact:lib:newitem870.png|NewItem870.png}} * **Status** : Select **Active** if you want to be able to use the account now. Select **Inactive** if you want to save the account in Liberty but do not want to use it now. You may choose to make an account inactive when an employee is on vacation, for example. \\ {{libertyreact:lib:newitem869.png|NewItem869.png}} * **Commission** : If the store wishes to pay its employees commission based on sales, that percentage is added here. \\ {{libertyreact:lib:newitem868.png|NewItem868.png}} \\ **Note: Most stores will not use Commission**. * Roles : The users Security Roles will be listed here. To Add a Role, click on the Plus button. To remove a Role, highlight the Role and click the Minus button. For more information on Security Roles see [[setup:optionalsetupsteps:passwordsandsecurity:maintainsecurityroles|Maintain Security Roles]]. \\ {{libertyreact:lib:newitem867.png|NewItem867.png}} * **Point Of Sale PIN** : The Point Of Sale Pin will be displayed here. To Generate a new pin, or replace a lost one, press the **Generate button**. \\ {{libertyreact:lib:newitem866.png|NewItem866.png}} ===== Edit Existing User ===== - Click on the user to which you wish to effect changes, then click on the **Edit** button. - Make changes as necessary. See the table above for general guidelines to the fields on the **Edit** **User** Information dialog. - Click **OK** when finished. Note: The **Password** field is used to set the initial password for a user. When editing an existing **User**, the password fields will be inactive. Use the Reset **Password** button to change an existing password. ===== Delete A User ===== - From Liberty Inventory's Main menu click on **Setup > Security > User Maintenance**. - Click on the user to be deleted in the **User** list, and click on the **Delete** button. - The user is deleted immediately and no longer displays on the **User** Maintenance dialog. Note: A user account cannot be deleted once it has been used – it can only be made inactive. ===== To Make a User Inactive ===== - From Liberty Inventory's Main menu click on **Setup > Security > User Maintenance**. - Click on the user to be made **Inactive** in the **User** list, then click on the **Edit** button. - In the **Status** field drop-down, select **Inactive**. - Click **OK**. ==== Next Article In Section ==== Click the following link to move to the next article in this section: \\ [[:setup:optionalsetupsteps:passwordsandsecurity:maintainsecurityoptions|Maintain Security Options]] ==== Related Topics ==== [[setup:optionalsetupsteps:passwordsandsecurity:maintainusers]] [[setup:optionalsetupsteps:passwordsandsecurity:securityoverview]] [[setup:optionalsetupsteps:passwordsandsecurity:maintainsecurityroles]] [[setup:optionalsetupsteps:passwordsandsecurity:maintainsecurityoptions]] [[setup:optionalsetupsteps:passwordsandsecurity:maintainsecurityactions]] [[setup:optionalsetupsteps:passwordsandsecurity:changingthepassword]] [[setup:optionalsetupsteps:passwordsandsecurity:secactionsindex]] [[setup:optionalsetupsteps:passwordsandsecurity:consignorlogin:consignorloginshopify]] [[setup:optionalsetupsteps:email:settingupemailsettings]] [[setup:optionalsetupsteps:general:defaultweightcat]]