Create a user
Overview
Create user profiles for your staff and control what your staff can see or do in Cin7 Omni.
You can manage access for each user or you can create roles to manage access for many users. For example, you could create a role where users can only access the Point of Sale (POS). You can then use that POS role for all retail staff.
The first Cin7 Omni user is an Administrator by default.
You can customize the homepage dashboard for a user or role.
Administrator rights required.
Create a new user
Your Cin7 Omni plan includes a maximum number of users. Each user beyond your plan amount will incur a monthly fee.
Select the user menu (your username) and then select Users.
Select Create User.
Add the details about the user. First name and email address are required.
Select Standard as the License Type.
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You can optionally manage:
Allowed IP addresses
Add an IP address to limit this user's access to Cin7 Omni from specific locations. Separate multiple IP addresses with a comma.Staff POS access number
Add a unique number for staff to use when logging into the point of sale (POS).
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Select a Role for the user. This will control what they can see and do in Cin7 Omni. Select either:
Custom to set up the access and defaults for that specific user.
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Administrator to create an admin user who can:
create and manage users
change system settings
void or alter locked transactions (with no time limits)
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Control the user's access to branches and price tiers in the General Permissions tab.
Default branch
Choose the branch used when the user logs in. If blank, the user's last branch used will load.Branch access
Select Full Access (user can access all branches) or Limited Access.
If you limit access, set the user's access for each branch: View Stock or Edit Transactions.Price tiers
You can decide if the user has Full Access to all price tiers, or Limited Access. If you limit access, set the user's access for each price tier: Access or leave the field blank to hide the price tier.
Click Save to create the user.
The user will receive an email asking them to create a password. They'll need to set up two-factor authentication (2FA) too, when they first log in.
Create a POS user
POS users can only access the POS module and not the rest of Cin7 Omni.
Select your username in the user menu and then select Users.
Select Create User.
Add the details about the user and any other relevant fields. First name and email address are required.
Select POS as the License Type. Thiswill provide access only to the point of sale.
Add a unique number to the Staff POS Access Number. The user can login to POS with this number, and switch between users in the POS quickly.
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You can prevent a POS user from using other branches.
Select the General Permissions tab.
Select the Default Branch for the user when they open POS.
Select Limited Accessfor Branch Access.
Select Edit Transactions for the branch the user can access. You can leave all other branches blank to prevent the user from seeing those branches, or View Stockto let the user see stock for that branch.
Module permissions
We recommend creating a role instead of setting the module permissions for each user. However, you can use suggested presets (Manager or Standard), or customize this for the user.
You can control how the user accesses the modules and integrations in Cin7 Omni.
No Access: the user can't view or edit.
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Readonly: the user can view but not edit. The user can't view:
Costs
COGS (in the admin screen)
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Standard: the user can view and edit. The user can't:
View COGS
Edit a transaction older than 2 days.
Manager: the user can view and edit. Manager users can edit a transaction until 16 days after invoicing and dispatch.
Contact our Cin7 Omni support team if you would like to hide costs for manager or standard users.
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