How do Shared User Logins work?
Written by Ian Oldrey
Updated at January 5th, 2023
Table of Contents
What are User Accounts and Employees?
With the system there are Employees and User accounts.
Employees
Employees are the people who work for the business
User Accounts
User Accounts are the system users with their appropriate user role (what they can do)
User Role
Set with a User Account, the User Role are the settings that control the capability for each user
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Most employees will have a linked user account - You can have employees who don’t have a user account, who only work on a shared login
(Shared Logins can only do what a Basic user can do) - The Shared login is a user account without an employee
Your subscription is based on the number and type of User accounts, so you can have as many employees as you like.
With the shared login say you have 2 PCs on the trade counter you log them in as Counter 1 and Counter 2.
As people work on those PCs placing orders as they add/update the orders they will be prompted to enter their 4-digit PIN number.
This PIN means they are authorised to make the sale and that it is logged against their employee. See the screenshot below where an order was logged into User Account ‘Counter 1’ and an order was placed by employee ‘Demo 221’.
Who can use a Shared Login?
Everyone has a 4-digit PIN, so employees with and without their own user account can place orders on the shared login.