Accessing Users

In Aura NextGen, employees are referred to as POS Users and are now maintained on the Aura Online Portal. 

On the Portal, select System Admin on the menu.

Open

Then, under Users and Permissions, select Users.

Open

This page will list any users that are assigned to your store or group.

You can filter users by Stakeholder Type (being users, owners or other administrators), their Status (Active or Inactive), or Platform (users for the POS, the Portal or both)

Adding Users

To add a new user, click the Add new user button.

This will open the User details panel on the Basic Information tab, where you can capture the necessary information:

Basic Information

Items in Red* are compulsory fields!

• First Name*

• Last Name*

• Phone Number

• Email Address* - An email address is required for Portal users, but not necessary for POS users (i.e any user that will be interacting with CounterPOS or other POS devices, but will not use the Online Portal)

• Stakeholder Type* - This indicates if the user is a store user such as a cashier or manager, or a store owner. Note that stakeholder types may be hidden depending on the level of the user currently logged in. For example, a Store User would not be able to create another user at Store Owner level.

• System access*

  • Portal - Setting this will give this user access to the Aura Online Portal. An Email Address will be required for the user’s login.

  • POS - Setting this will give the user access to POS products such as CounterPOS. If enabled, you will need to capture POS Properties for this user.

• Notes on user - You can capture any optional additional information on this user for reference.

• Roles* - Select a role for this user,selecting from a list of roles that have been created on the User Roles and Permissions page. Roles determine a user’s access levels on the POS and Portal. Multiple roles can be assigned to a user.

POS Properties

• Nickname* - This is a shorthand name that will be used in the POS and prints on the customer receipt - (e.g a User named ‘Alexander’ can have the Nickname ‘Alex’ if that’s what he goes by, otherwise just the first name can be used)

• Type* -  This refers to the employee type

  • General is a default user such as a Cashier or Manager. Delivery and Table orders cannot be assigned to a general user.

  • Driver is a user to whom delivery orders can be assigned

  • Waiter is a user to whom table orders can be assigned.

• POS Password* - This is the password/code that a user uses to log in or access certain activities in CounterPOS. The password requires a minimum 3 digits but no more than 5 digits. USE NUMBERS ONLY!

• Employee #* - This is a unique number used by the POS to refer to this POS user. It can use numbers or letters (NO special characters). It cannot be the same as any other user.

• Hourly Wage - This is where an hourly wage can be specified for this user if necessary.

Once done, click Save.

Editing Users

Once added, users will be displayed on the main Users page. They can be edited by clicking the edit button (pencil icon) at the end of the user’s row.