Here are instructions explaining how to Add or Edit your Users/Operators and how to assign different permission/access levels for both the EPOS Software (Till) and/or the SalesStream™ Cloud Dashboard.
![](https://salesstream.co.uk/wp-content/uploads/2023/08/screenshot-usersoperators-001-1024x152.png)
1) Click the ‘Users and Operators‘ icon on the Cloud Management Dashboard.
This screen shows your current users, their working Location and the permissions they currently have set up for SalesStream™ EPOS and Cloud Online Management Pages. Green Ticks show that a user/operator has permission to perform a particular function/feature and a Red Cross that they do not.
The Pink Headers are for the EPOS (Till) Permissions, which include :
a) Discount – whether a user/operator can perform a price discount on products
b) GMN – whether a user/operator can book/receive Goods In from Supplier or other Stores
c) Refresh – whether a user/operator can perform a ‘Terminal Update‘ or ‘Full Refresh‘
d) Refunds – whether a user/operator can perform a ‘Refund‘
e) Z Read – whether a user/operator can create a ‘Z-Read‘
The White Headers on the right-hand side show SalesStream™ Cloue Online Permissions, which include :
a) Web – whether a user/operator can access SalesStream™ Cloud Online Management Pages
b) Supp – whether a user/operator can Add/Edit Suppliers
c) PO – whether a user/operator can Create/Edit Purchase Orders
d) GO – whether a user/operator can Book Goods/Products Out to Supplier
e) GI – whether a user/operator can Book Goods/Products In
f) Product – whether a user/operator can Add/Edit Products
g) Stk Take – whether a user/operator can carry out a Stock Take
h) IBT – whether a user/operator can carry out Inter-Branch Transfers
i) Cust – whether a user/operator can Add/Edit Customer Details, Balances, Credit Accounts etc
j) Reports – whether a user/operator can Create/View Reports
k) Operator – whether a user/operator can Add/Edit Users/Operators
Adding a New User/Operator Account
![](https://salesstream.co.uk/wp-content/uploads/2023/08/screenshot-usersoperators-002.png)
1) Click ‘Add Operator‘
2) Fill out all relevant details, i.e. Full Name, User Name, e-mail Address and Mobile Phone Number
3) Manually enter a 4 digit PIN Number for use on the EPOS/Till or Click ‘Gen PIN’ to have SalesStream automatically generate a unique 4 digit PIN Number for you.
4) Choose the Normal Working Location from the Drop-Down Box (later you will see that you can setup a User so that they can work at other locations within your business, if relevant)
5) If the New User/Operator only requires access to the Till/EPOS simply click the ‘Save’ button and you will see the screen below (under point 6)
6) If the New User/Operator requires access the Cloud Back Office and Management Dashboard you will need to tick the ‘Operator will require access to Web Management Pages’ tick box. Then enter a Password (5-8 Characters) in both Text Boxes and click the ‘Save’ button
7) Tick the relevant tick boxes for the User/Operator under ‘EPOS User Rights’ – allowing/blocking access to: Z-Reads, Discounting, Goods In/Out, Refunds and/or Refresh Terminal
8) You will see the Normal Working Location you selected on the previous screen. If this User/Operators sometimes works at another location (if relevant) choose ‘Works at any Location’ from the ‘Working Location’ Dropdown Box. This allows the User/Operator to use the same at any Location.
9) If the User/Operators requires Cloud Management Rights tick the relevant tickboxes on the right-hand side under ‘Web Management User Rights’ – allowing/blocking access to: Suppliers, Purchase Orders, Goods Out (Goods Returned), Goods In, Products, Stock Taking, IBTs, Customers, Reports and/or Operators
Editing an Existing User/Operator Account
1) Locate the User/Operator you wish to Edit
2) Click ‘Select‘ on the left of the relevant User/Operator
3) Click ‘Change PIN‘ to change the User/Operator’s PIN or ‘Operator Access‘ to change Permissions and Online/Cloud Access
4) Simply Tick the Permissions you wish to grant for the selected User/Operator, i.e. Z-Reads – EPOS/Till Permissions are listed on the left-hand side and Online/Cloud on the right-hand side
5) Click ‘Save‘ to Save these Changes and then ‘Back‘ to return to your User/Operator List
6) Click ‘Grant Web‘ to give a User/Operator’s access/permission to login to the SalesStream™ Cloud/Online Management Pages.
7) Click ‘Cancel Web‘ to relinquish a User/Operator’s access/permission to login to the SalesStream™ Cloud/Online Management Pages.
8) Click ‘Chg Web Pass‘ to change a User/Operator’s Password for SalesStream™ Cloud/Online Management Pages.
Deleting a User/Operator Account
1) Locate the User/Operator you wish to Delete
2) Click ‘Select‘ on the left of the relevant User/Operator
3) Click ‘Delete‘ and confirm
Note : The User/Operator will be deleted from the User/Operator List but will still be listed in Historic Reports etc. with a ‘Z_’ infront of their User Name
** Any permission changes for SalesStream™ Cloud Online take immediate effect and Operators will be able to immediately access these. However changes to SalesStream™ EPOS (Till) Permissions, PIN numbers or users require a ‘Terminal Update‘ to be performed on the EPOS (Till) Software.