Managing users

Managing users

AgentCASH allows you to easily add new members to your team (your employees/cashiers), set up access to the team members, change passwords and access your sales data. Login to your AgentCASH administrator account on the web.

1. Creating a new user

1. Click on the Settings->Users.

2. Click on the '+ADD' button. Enter user data.

  • Enter the e-mail address for login to the AgentCASH web and the mobile application.
  • In the 'Password field', enter the initial password for the new user. User will be able to change it later.
  • Confirm the password by re-entering it in the 'Password Confirmation' field.
  • Enter the name of the employee in the 'Name' field. The employee's name will be printed on each invoice that the employee issues and his name should match merchant's internal act. If you are using a different employee tag instead of a name (for example, initials), enter them in this field.
  • In the 'Roles' list, specify the access rights for a new employee.

Administrators have all the rights over the system. Cashiers can issue invoices. Cashiers can only see the invoices they’ve issued and can not make refund of invoices and payments. Managers can see all the invoices of all cashiers and can make refund of invoices and payments.

  • Enter the employee’s identity number in the Identity number field.

3. By clicking the 'SAVE' button, you will save your new user information and submit it to the tax administration office (if you have set a fiscal certificate).

2. Changing the existing user data 

1. Click on the Settings->Users.

2. Select the user from the list you wish to edit.

3. Click on the 'EDIT' button in the upper right corner.

4. After you change the data, click the 'SAVE' button.

Note: When changing user information, you can enter a new user password or leave this field blank to leave it unchanged.

Have more questions? Submit a request


Powered by Zendesk