Create a new staff member in POSWorks

Tip: If the user already has a profile but is assigned to another store, there are 2 options to follow:

1. Tick on Global User so they are able to access their profile from both sites

2. Update their location if they will only be working out of the location they moved to

1. Log onto System Menu

2. Select 'Management'

3. Select 'User Manager'

4. Enter credentials

5. Select 'New' [F2]

6. Enter in all available information into the user information section

7. Select 'Save' [F3]

8. Enter the Required Fields:

• User Code (Firstname_letteroflastname, ie JOHN_S)*

• Last Name

• First Name

• CSP User Number (Recommend users DOB or some stores will assign a loyalty card for them to scan)

• CSP Password (Recommend making it the same as the User Number)

• Security Level (Need to have it as 9, anything lower they will not be able to sign up new loyalty at the register)

• Security Preset (they can select an option from the drop down, or leave it blank & tick what they will be allowed to access)

* When entering the User Code, if it already exists against another team member a error box will appear. You can just keep adding letters from their last name until there is an available option. (ie, JOHN_SM)