Managing Users

Scantranx allows you to create and manage users and assign them specific roles and permissions under the Users tab. This ensures that each employee has access only to the features and data relevant to their job responsibilities.

Through this section, you can:

Add new users (e.g., cashiers, managers, or administrators).
Assign roles and set permission levels.
Edit or deactivate existing users.
Monitor system access and activity logs.

Proper role management helps maintain data security and ensures smooth workflow operations across your store or multiple locations.

Tip: Assign roles carefully — for example, grant full access only to administrators and limit permissions for cashiers to sales and POS-related functions.

How to Create a New User

The Users tab allows administrators to add new users to the system and assign appropriate roles and permissions. This ensures that every team member has the right level of access to perform their tasks efficiently.

To create a new user:

Go to the Users tab.
Enter the First Name.
Enter the Last Name.
Enter the Username.
Enter the Email Address.
Select a Role from the dropdown list (e.g., Cashier, Manager, Administrator).
Select a Location for the user (if multiple store locations exist).
Enter the Password.
Re-enter the Password to confirm.
Click Create Account to add the user.

Tip: Assign roles based on responsibilities — for example, give administrators full access, while limiting cashiers to POS and sales operations to maintain system security.

How to Change User Role

Scantranx allows administrators to modify a user’s role if their job responsibilities change. Adjusting user roles helps maintain proper access control and ensures each team member has the correct permissions.

To change a user role:

Go to the Users tab.
Select the Role you want to assign to the user.
Click on Change Role to update the user’s access permissions.

Tip: Review user roles periodically to ensure only authorized staff have access to sensitive features such as reports, inventory adjustments, or financial data.

How to Reset a User Account Password

If a user forgets their password or requires a reset for security purposes, administrators can easily update the password directly from the Users tab.

To reset a user account password:

Go to the Users tab.
Click on the Lock icon next to the user’s name.
Enter the New Password.
Re-enter the Password to confirm.
Click Reset Password to apply the change.

Tip: After resetting a password, inform the user to log in immediately and change it to a personal password. Regular password updates help maintain strong security across all user accounts.

How to Delete a User Account

Administrators can remove a user account from the system when an employee leaves the organization or no longer requires access. Deleting unused accounts helps maintain security and keep your user list organized.

To delete a user account:

Go to the Users tab.
Click on the Trash icon next to the user’s name.
Confirm the deletion when prompted.

Tip: Before deleting a user, ensure their transactions or activities are properly reassigned or reviewed. This helps maintain accurate records and prevents data loss in reports or audits.