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Users

Updated

You can set up as many Users to access ChiDesk as you like. Each User can be assigned to a Security Role that restricts what functions they have access to.

  • Each user can choose what Language they would like to view the user-interface in. This setting only affects their own user account.

Adding and Editing Users

General

  1. Browse to the Users screen under the Settings menu.
  2. Click New on the action bar, or select an item to edit.
  3. Type in the Name of this User.
  4. Enter the Email address this User will use to log into their account. When you save a new User an email with their login instructions will be sent to this email address.
  5. Should you select an Employee on the User account, all sales created by this User will automatically be assigned to the selected Employee Name on the Invoice.
  6. Select the default Cash Drawer for this user. When this user records a Receipt the Cash Drawer will automatically be set to this default.
  7. Specify the Security Role for this User. This determines what functions they have access to.

Notifications

  1. You can specify which Notifications needs to appear on the Dashboard when this User logs in.
  2. Should this User receive the Cash Balance Email once a New Cash Balance has been performed and Saved on ChiDesk, you will need to select this option.

Security

  1. If you have more than one Site on your ChiDesk account, you can give the Employee Access to certain other Sites by selecting the Sites needed.
  2. Should the Employee need to enter a 2FA code when logging into ChiDesk, the Require 2FA needs to be selected
  3. If you want the User to automatically be logged out of ChiDesk after a specific period of time then tick the Automatically Log Out check box, and enter a number of minutes in the Log Out After field.
  4. You can add the Business IP Addresses for this User should you not want them to access ChiDesk from a different IP Address.
  5. Click Save to save your changes.

Deleting Users

  1. From the Users screen open the required item that you would like to delete.
  2. Click the Delete button on the action bar.
  3. If the item is not being used you will be prompted to confirm the delete by clicking the Delete button.

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