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How do I add an employee to POS365?

A new employee needs access to sign in to and use the POS.

First, create or open the employee in Business Central and enable the employee for POS365. The employee is then synchronized to the POS365 Admin Center.

After synchronization:

  1. Go to Setup → Employees in the Admin Center.
  2. Select the employee.
  3. Assign the appropriate permission role.
  4. Select Save.
  5. Open Menu → Change password.
  6. Set the password the employee will use to sign in to POS365.
  7. Select OK.

Only assign the Manager role when the employee requires access to all available POS functions.

 

Business Central controlled: The employee record and whether it is available to POS365 are controlled in Business Central.

 

Admin Center controlled: The employee’s POS permission role and sign-in password are configured in the POS365 Admin Center.

 

Indepth guide link: “Create and set up a new company in the Admin Center”