Users and roles

Before you start

• You are the owner. Only the owner manages users.
• You know your way around Kade (see the Home and finding your way around lesson).
• Have the new person's name, and decide which role fits their job.

Step by step

1. Users & roles

Staff are set up in Administration. Open Users & roles.

2. The users list

Each user shows their role, last sign-in, and whether their PIN is Set or still a Temporary PIN. Two users sharing a username are marked Duplicate.

3. Add a user

To add someone, press Add user. Type their Name and a Username. New users start as Cashier, locking after ten idle minutes.

4. A temporary PIN

Leave the PIN blank and save. Kade gives a temporary PIN, shown only once. They choose their own PIN when they first sign in.

5. Reset or deactivate

Press Done. A user's page also has Reset PIN, for a forgotten PIN, and Deactivate user…, for someone who leaves. Users are never deleted.

6. In the list

Back in the list, the new cashier shows a temporary PIN until they sign in and choose their own.

7. Roles and permissions

Edit roles shows the built-in Owner, Manager and Cashier roles, and what each may do.

Good to know

• Owners and managers also get a password, for signing in to Administration: at least 10 characters for an owner and 8 for a manager.
• Deactivating someone asks for a reason. The business must keep at least one active owner, so the last owner can't be deactivated.
• A user who forgets their PIN is told on the sign-in screen to ask the owner to reset it here.
• Lock after idle minutes can be changed per user; leave it blank to turn auto-lock off.

Try it yourself

1. Open Administration › Users & roles and look at each user's role and PIN status.
2. Press Add user, enter a name and username, leave the PIN blank, and save. Note the temporary PIN.
3. Open Edit roles and check what a Cashier may do.

Recap

Add staff with a temporary PIN, and give each the role that fits their job.