Adding users

Who can use this: view user to open the list. create user, edit user, delete user, change user password for those actions. Where to find it: User Management > Users

What is this?

A user is a person who can sign in to BillShop. Every user needs:

1. A Role — what they are allowed to do
2. One or more Locations — which shops they work in

Client quick answers

Question	Short answer
Why give a Role?	Role = permission pack (POS only, or full admin). Without the right role, menus stay hidden.
Why give a Location?	User only works in selected shops. Stops seeing other branches’ data.
Why multiple locations?	One person works in more than one shop (relief cashier, owner).
How to reset password?	Action > Password (manager). There is no forgot-password page.

Before you start

1. Create Locations under Settings > Locations.
2. Create a role with the right permissions.
3. Know the person’s name, username, and email.

Steps — add a user

1. Open User Management > Users.

   

2. Click New. Window: New User.

   

3. Fill the fields (see guide below).

4. Click Save.

Why Role?

Without a good role	With a correct role
Cashier sees Settings / delete buttons	Cashier only sees POS + needed menus
Mistakes and data risk	Clear job limits

Examples:

• Cashier → access pos, view own sales
• Store manager → sales, purchases, stock, reports
• Admin → users, settings, features

Always give the smallest role that still lets them work.

Why Location? Why multiple?

Location setting	Meaning
One location	User only works in that shop.
Multiple locations	User can switch / work across those shops.
No location	Form will not save — location is required.

Use multiple locations when:

• Owner visits every branch
• Cashier covers two shops
• Warehouse + showroom staff

Field guide

Field	Required?	What to enter
Full Name	Yes	Real name.
User Name	Yes	Sign-in name.
Role Name	Yes	Select Role.
Location Name	Yes	Select Locations (one or many).
Email	Yes	Contact email.
Profile Photo	No	JPG/PNG.
Password	Yes on new	Min 5 characters.
Confirm Password	Yes on new	Same password.

Edit, password, delete

1. Open Action on the row.

   

2. Edit — change name, role, locations (password hidden here).

3. Password — open Change Password.

4. Delete — only if you are sure.

Examples

A — Counter cashier (one shop)
Role Cashier → Location Main Shop → Save.

B — Manager for two branches
Role Manager → Locations Main + Branch 2 → Save.

C — Password forgotten
Manager opens Users → Action → Password → set new password → user signs in again.

Tips

• Do not share one username for many people.
• After password change, they must sign in again.
• If a menu is missing, fix the role permissions, not only the user.

Common problems

Problem	Solution
Location list empty	Create a location first.
Role list empty	Create a role first.
User cannot open POS	Role needs access pos.
User sees wrong shop	Check Location Name multi-select.
Password missing	Need change user password.

Related pages

• Roles
• Permissions
• Your account and password
• Sign in
• Locations