> For the complete documentation index, see [llms.txt](https://factorypos.gitbook.io/pos-tablet-en/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://factorypos.gitbook.io/pos-tablet-en/mainmenu/setup/users.md).

# Users

## Setup – Basic Data Setup

Once the **Initial Setup** of the application is done, through the configuration wizard, the system will already have some **users created**. You will be able to edit them or add new ones.

![](https://2497775588-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MV2Aqo0rwnTjQHSsUBN%2F-MWg2GIJgmiIN7i9_frA%2F-MWg6naeo49aMBl7ePV8%2FFACTORYPOS%20USERS%201.jpg?alt=media\&token=72690816-88fb-4106-8422-0d52851774a8)

Tap the <img src="https://2497775588-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MV2Aqo0rwnTjQHSsUBN%2F-MVPK75eYgw9g9pt1Sv9%2F-MVPKykKHdLvjPIDXSA9%2Fadd_item_red.png?alt=media&amp;token=97c53823-8f74-46c8-ab59-c2aaae77d124" alt="" data-size="original"> button to add a new User or double tap on a User to edit it.

![](https://2497775588-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MV2Aqo0rwnTjQHSsUBN%2F-MWg2GIJgmiIN7i9_frA%2F-MWg6qz7ps7e2Lashekt%2FFACTORYPOS%20USERS%202.jpg?alt=media\&token=38aa26f8-94c9-467f-b17f-995b52387fc8)

Here you can enter the data of the new User:

* ***Code:*** By default, the system generates a sequential code, which can be changed as long as it is unique.
* ***Status:*** Here we select if this user is Active or Inactive.
* ***Name:*** Here you must enter the User's name.
* ***Access*** ***type:*** Choose **Training** if you want to use this User account for Training or Learning the application. Sales made with this User are stored and recorded separately from regular sales.
* ***User personal data:*** You can use these fields to enter the User's contact data.
* ***Password:*** Here you can enter a **numeric password** if you want to be prompted for it every time you assign this User.
* ***User*** ***Card:*** You can use a **Magnetic Card** or **RFID Device** to identify the User. Read it here to assign it to this User.
* ***Image:*** Here you can choose the **image** that best represents the User.

You can add an image that identifies the user using the <img src="https://2497775588-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MV2Aqo0rwnTjQHSsUBN%2F-MVPIfFxKrJQ4_EV36Ei%2F-MVPJ7ZSgbMkBeCJrvy9%2Fselect_image.png?alt=media&amp;token=c05ce1ce-c978-49b9-aca8-59d328a1b7e8" alt="" data-size="original"> button.

![](https://2497775588-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MV2Aqo0rwnTjQHSsUBN%2F-MaWe6AokguaviNULqg7%2F-MaWi-WGg6S1HYvNIBUo%2FFACTORYPOS%20USERS%203.jpg?alt=media\&token=4c10df72-79bc-4ea7-b635-f0599584cadd)

![](https://2497775588-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MV2Aqo0rwnTjQHSsUBN%2F-MWg2GIJgmiIN7i9_frA%2F-MWg6yzJGzmjygMS8Ppj%2FFACTORYPOS%20USERS%204.jpg?alt=media\&token=1d1c8e5d-5522-4bdb-bb5b-2d1eb93347a5)

You can choose an image from the preloaded **image catalog**.

![](https://2497775588-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MV2Aqo0rwnTjQHSsUBN%2F-MWg2GIJgmiIN7i9_frA%2F-MWg72GsY0JKJbejZym2%2FFACTORYPOS%20USERS%205.jpg?alt=media\&token=cc96e5f4-d8b5-467f-b07a-18e2d1f06c7d)

You can **choose a color** that will fill the entire button. The name will appear centered on the button.

![](https://2497775588-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MV2Aqo0rwnTjQHSsUBN%2F-MWg2GIJgmiIN7i9_frA%2F-MWg76KEddFov2cMkBSk%2FFACTORYPOS%20USERS%206.jpg?alt=media\&token=b0d68c26-12dd-4a18-aa54-80cad7e81c79)

You can use **your own images.** Use the **Android Gallery** to search for images on your terminal or on an external device connected to it. It is recommended to choose images of a small size. If your device has a **Camera**, you can take a picture.

![](https://2497775588-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MV2Aqo0rwnTjQHSsUBN%2F-MaWe6AokguaviNULqg7%2F-MaWfcPSGCA0-nmjEa5w%2FFACTORYPOS%20WEB%20CATALOG.jpg?alt=media\&token=152a097c-68d3-4256-aa1e-dcf8c4263f94)

You can choose an image from the **web catalog**, selecting the classification that best fits. This option appears when you have authenticated in [**FACTORYCLOUD**](https://factorypos.gitbook.io/pos-tablet-en/mainmenu/factoryposcloud) and assigned the business.�

## &#x20;

Once the Users are created we can check their **permissions and accesses**.

![](https://2497775588-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MV2Aqo0rwnTjQHSsUBN%2F-MWg2GIJgmiIN7i9_frA%2F-MWg79Z_UdWgERvw121w%2FFACTORYPOS%20USERS%207.jpg?alt=media\&token=e39a1776-4a30-4c95-aa66-9b3876e44f7f)

**When choosing the User**, you will see on the right the permissions for that user.

The permissions in **green** color are those activated for that User. To cancel a permission, tap on the button (it will change to **red**).

Here you can see a brief description of each permission:

* ***Final Day Report:*** Allows access to the Cash Closure.
* ***Utilities:*** Allows access to the Utilities menu, within the Configuration.
* ***Change Name on receipt:*** Allows you to change the name of a sold item during the sale process.
* ***View Cash Balance:*** Allows to view on screen the amounts corresponding to the Cash Closing.
* ***Quick Payment:*** Allows to use the button that finalizes the sale without going through the Payment screen.
* ***Comps:*** Allows you to use the Invitation function, to offer a product for free.
* ***Modify Payment Method:*** In the receipts search screen, allows you to change the Payment Method of an already finalized receipt.
* ***Delete Receipt:*** Allows you to completely cancel the current receipt.
* ***Application Setup:*** Allows access to the application's configuration menu.
* ***Create Cash Movements:*** Allows to create new Cash Movements (Payments, Receipts).
* ***Modify Cash Movements:*** Allows to modify previously created cash movements.
* ***Reporting:*** Allows access to the Statistics and Reports menu.
* ***Modify Receipt*** ***lines:*** Allows you to change the quantities sold of an item on a receipt before charging it.
* ***Cancel receipt:*** In the receipts search screen, it allows to credit a receipt and create a new rectifying one if necessary.
* ***See previous daily reports:*** In the Payment screen, displays all Payments. If the permission is disabled, it only shows the current one.
* ***Unblock receipts:*** Allows to release a receipt marked as blocked (with a red dot).
* ***Z Report:*** Allows access to Z Reports.
* ***Access to external applications:*** In software versions where **FactoryPOS** is used as Android Launcher, it allows access to a number of external applications.
* ***Access to Android settings:*** In software versions in which **FactoryPOS** is used as Android Launcher, it allows access to the Android Settings.
* ***Reopen the business hour report:*** Allows the user to continue making sales after a manual close of Z report before the preset time.
* ***Delete New Sales Lines:*** Allows the user to delete receipt lines that have not been sent to production.
* ***Allow to tender receipts:*** Allows the user to collect receipts.
* ***Use Discounts:*** Allows to apply discounts on a sale.
* ***Create new items from sales screen:*** Allows to create items from sale.
* ***Can delete fees:*** Allows to delete fees.
* ***Search receipts:*** Allows to search receipts.
* ***Print Reports from sales screen:*** Allows the user to print reports from the sales screen.
* ***Eliminate Cash Discounting:*** Allows the user to delete cash discounting.
* ***Modify Fee Setup:*** Allows the user to modify the parameters of the fees.
* ***Override User Locked Receipts:*** Allows the user to open receipts from other users.
* ***Manage discounts:*** Allows to create, edit and delete discounts.
* ***Change price level on sales screen:*** Allows the user to change the price of an item during the sale.
* ***Change parameters on payment:*** Allows the user to change the payment gateway parameters.
* ***Change prices:*** Allows the user to change the price level of the item on the sales screen.
* ***Perform Cash Back process:*** Allows the user to perform the cash back process.
* ***Change fiscal parameters:*** Allows the user to access the configuration screen of the fiscal link parameters of the business.
* ***Delete Sales*** ***Lines:*** Allows the cancellation of a line of a receipt during the sale.
* ***Modify Customers:*** Allows to modify data in the Customers file.
* ***Modify Users:*** Allows to modify data in the Users file.
* ***Open*** ***Cash*** ***Drawer:*** Allows the use of the Cash Drawer Open key.
* ***Documents:*** Allows access to the Documents menu, which is where the Stock control is performed.

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