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How to Add POS Users in Invent ERP?

With Invent ERP, you can create POS users, link them to employees, and grant access rights — all while keeping your workflow simple and secure.

Part 1: Create a User​

  1. From the Main Menu, go to Configuration → Users.
  2. Click Add to create a new user.
  3. Fill in the user details, then mark the user as POS User to grant POS access.
  4. Send an invitation so they can activate their account.

Step 1 - Create a User Step 1 - Create a User Step 1 - Create a User Step 1 - Create a User

Part 2: Create an Employee Profile​

  1. Go to HR Employees → Employees.
  2. Click Add to create a new employee profile.
  3. Fill in the required employee information.
  4. At the bottom of the page, link the Employee to the User Account you created earlier.
  5. Optionally, assign a PIN Code for quick and secure POS login.
  6. Click Create.

Step 2 - Create Employee Profile Step 2 - Create Employee Profile Step 2 - Create Employee Profile Step 2 - Create Employee Profile

Part 3: Assign the Employee to a POS Configuration​

  1. Go to Point of Sale → Configuration → POS Configuration.
  2. Select the POS you want to assign the employee to.
  3. Enable Employee Login, assign employees with the appropriate access level:
    • Basic Access — Limited POS actions.
    • Advanced Access — Additional privileges such as closing the register.

:::tip Make sure to add an Admin User to Advanced Access so the admin can close the session. :::

Step 3 - Assign Employee to POS Step 3 - Assign Employee to POS Step 3 - Assign Employee to POS Step 3 - Assign Employee to POS

Part 4: Login to POS as a POS User​

  1. Open Point of Sale → Point of Sales.
  2. Select and enter your POS session.
  3. Select Open Register and enter the employee PIN Code to begin.

Step 4 - Login to POS Step 4 - Login to POS Step 4 - Login to POS Step 4 - Login to POS

FAQ​

Q: Can one employee be assigned to multiple POS configurations? Yes. An employee can be assigned to multiple POS configurations.

Q: Can a POS User access other modules? No. A POS User can only access the POS sessions assigned to them.