How to Add a New User in GPOS
This tutorial will guide you through the step-by-step process of adding a new user in GPOS, including setting up login credentials, assigning roles, and filling in personal, business, and HR details.
🛠️ Why You Need to Add a User
- To create login access for staff or team members
- To assign specific roles and permissions
- To track sales, performance, and activities by individual users
- To manage employee records and HR details
📋 Steps to Add a New User in GPOS
✅ Step 1: Go to User Management
- Log in to your GPOS dashboard.
- Navigate to Settings / Back Office.
- Click on “Users” and then select “Add New User”.
✅ Step 2: Fill in User Information
- Prefix: Choose Mr / Mrs / Miss.
- First Name*: Enter the user’s first name (mandatory).
- Last Name: Enter the user’s last name.
- Email*: Provide a valid email address (required for login/notifications).
- Phone*: Enter the user’s phone number.
- Business*: Select the business or back-office branch the user belongs to.
- Type: Select User.
✅ Step 3: Set Role & Login Details
- Allow Login: Enable if the user should have login access.
- Username*: Choose a unique username (e.g., demos).
- Role*: Assign a predefined role (e.g., Cashier, Manager, Admin).
- Password*: Set a secure password.
- Confirm Password*: Re-enter the password for confirmation.
✅ Step 4: Configure Sales Permissions
- Commission (%): Enter commission rate if applicable.
- Max Discount (%): Define the maximum discount the user can give.
- Max Sales Discount Percent: Restrict discount limits to control pricing flexibility.
✅ Step 5: Enter Bank Details (Optional)
- Account Name
- Account Number
- Bank Name
- Bank Identifier Code (BIC/IFSC/SWIFT)
- Branch
- Tax Payer ID
✅ Step 6: Add More Information
- Date of Birth
- Gender
- Blood Group
- Marital Status
- Guardian Name
- ID Proof Name & Number (e.g., Passport, NID, Driving License)
- Permanent Address
- Current Address
- Profile Photo: Upload a picture by drag-and-drop or file selection.
- Social Links: Facebook, Instagram, X (Twitter).
✅ Step 7: Fill Human Resource Details
- Employee ID
- Shift (Day/Night)
- Department
- Designation
- Salary & Pay Type
✅ Step 8: Save the User
- Review all information carefully.
- Click on the “Save” button.
- The new user will now be added to your system with assigned roles and permissions.
🔐 Important Notes
- Only Admin or users with HR/Settings permissions can add new users.
- Always assign proper roles to avoid unauthorized access.
- Keep ID proof and bank details secure and accurate.
🎯 Tips
- Use strong passwords for login accounts.
- Keep social and HR details updated for employee management.
- Regularly review user roles and permissions to maintain system security.
👉 By following these steps, you can easily add and manage new users in GPOS, ensuring proper role-based access, employee records, and smooth business operations.