# Users

## Setup - Basic Company Data

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://3463728548-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3tgh9KI6GtQ6RBAEz9%2F-M4-0RjroX28QK63iNiq%2F-M4-0XMGmeu7_fs3GVKD%2FFACTORYPOS%20USERS%201%20MOVIL.png?alt=media\&token=0e46c65d-9bff-4e4e-ba47-7b1e20b70e08)

Tap the <img src="https://3463728548-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3tgh9KI6GtQ6RBAEz9%2F-M4UNTT5qE88662gZlGS%2F-M4UNre1df7-djt_z-BI%2Fadd_item_red.png?alt=media&#x26;token=06c5b46f-34d5-45e1-b770-cc6150363f94" alt="" data-size="original"> button to add a new User or double tap on a User to edit it.

![](https://3463728548-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3tgh9KI6GtQ6RBAEz9%2F-M4-0RjroX28QK63iNiq%2F-M4-0bYHjAaJNhZVMI_n%2FFACTORYPOS%20USERS%202%20MOVIL.png?alt=media\&token=9d2d32c4-b870-4ba9-ae17-f3892e90d8dc)

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 you 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 sign in 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://3463728548-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3tgh9KI6GtQ6RBAEz9%2F-M4ULyIEIHgLPH6CnkIF%2F-M4UMeyVp4T1XAJgKfmt%2Fselect_image.png?alt=media&#x26;token=427b0df9-b2c4-40d7-9525-728389d6b7c8" alt="" data-size="original"> button.

![](https://3463728548-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3tgh9KI6GtQ6RBAEz9%2F-MaWnb1JhCKBB-wBPWxP%2F-MaWngocfv_y9ahbIDlW%2FFACTORYPOS%20USERS%203.png?alt=media\&token=06c043ba-9b5a-47b9-b598-82ca6c1bb904)

![](https://3463728548-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3tgh9KI6GtQ6RBAEz9%2F-M4-0RjroX28QK63iNiq%2F-M4-0v27s-KxWcCWAN3t%2FFACTORYPOS%20USERS%204%20MOVIL.png?alt=media\&token=62a620a1-d9fd-4b0a-9172-df83ba094ca4)

You can choose a picture from the preloaded **image catalog**.

![](https://3463728548-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3tgh9KI6GtQ6RBAEz9%2F-M4-0RjroX28QK63iNiq%2F-M4-1-Am7v-G5q5xqfxT%2FFACTORYPOS%20USERS%205%20MOVIL.png?alt=media\&token=77ceb382-820a-45b0-8abe-7e0ed7248c44)

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

![](https://3463728548-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3tgh9KI6GtQ6RBAEz9%2F-M4-0RjroX28QK63iNiq%2F-M4-14Qt67Pd3xGvGk1c%2FFACTORYPOS%20USERS%206%20MOVIL.png?alt=media\&token=81f1584d-2d54-4348-8e02-9fa261fa1695)

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://3463728548-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3tgh9KI6GtQ6RBAEz9%2F-MaWmkh1ffocNxmGmBT8%2F-MaWmv_lR5MJ6uKbYPZ9%2FFACTORYPOS%20WEB%20CATALOG.png?alt=media\&token=f0f1c6f1-45dd-45d3-a1ac-74a718c30df1)

You can choose an image from the **web catalog**, selecting the classification that best fits. This option appears when you have authenticated in **FACTORYCLOUD** and assigned the business.�

##

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

![](https://3463728548-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3tgh9KI6GtQ6RBAEz9%2F-M4-0RjroX28QK63iNiq%2F-M4-19s34wuFYlPispts%2FFACTORYPOS%20USERS%207%20MOVIL.png?alt=media\&token=cff226d0-fd2e-4a89-8904-da4948991229)

**When choosing the User**, you must swipe to the left, to access the user's permission management tab.

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

Here you can see a brief description of each permission:

* ***Final Day Report:*** Enables the access to Daily Cash Report.
* ***Utilities:*** Allows access to the Utilities menu, within the Configuration.
* ***Change Name on receipt:*** Allows you to change the name of a sold product during the sale process.
* ***View Cash Balance:*** Allows to view on screen the amounts corresponding to the Cash Closing.
* ***Fast Tender:*** 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 hours 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.
