Switching Users After a Sale

Switching Users After a Sale

 If you have users using the same device and want to save some time with logging in, you can enable the "Ask for user on Sale" setting. With this option enabled, each time a sale is processed, you will be prompted to select the user for the next sale.

This setting can save you a lot of time by having multiple users logged into one register, and being able to sign in at the click of a button; which also helps with faster processing of sales (which can help when there is a queue or it is a peak sales time).


How do I enable user switching?

1. Click on the Setup Tab, and select "Outlets and Registers" from the green menu bar.

Outlets.png


2. Then select the register you want to apply this setting for, and under the "Ask for user on Sale" option, select "Yes" from the drop-down menu.

AskUser.png


3. When processing sales on this register, you will now be prompted to select a user before the sale is processed.

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How do I enable user switching security?

There are occasions where you might need to login to a higher permission account such as providing a discount to a customer when you have our Cashier Restrictions enabled.  User switching security is a great way to ensure your Vend Account is secure and that users can't make changes outside of their User Role.

This articles demonstrates the process for enabling a password prompt when switching between accounts with higher permissions such as Cashier -> Manager or Manager -> Administrator. To learn how to do this follow the steps below:


1. Click Setup -> General

2. From the User switching security drop down select Require a password when switching to user with greater privileges


3. Once you've done this, click save.

3-save.png

What will I see when I switch between accounts on the 'Higher Accounts' setting?

When switching between user accounts thats have a higher permission level you will need to enter their password when switching accounts.  When switching to a lower permission account you will not need to enter a password the below table outlines when you will be asked for a password 

From/To Cashier Manager Admin
Cashier No Yes Yes
Manager No No Yes
Admin No No No


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