Managing Associate Information

Use the POS Associate Management feature to manage associate information.

The Associate Management feature includes the following functions.

Function	Topic	Description	Authorized associate	Cashier
Add Associate	Adding an associate	Creates new associates and adds them to the store.	●
Search Associate	Searching for an associate	Searches for associate information.	●	●
Delete Associate	Deleting an associate	Deletes the associate.	●
Update Associate	Updating associate information	Updates the associate’s information.	●
Change Role	Updating associate information	Modifies the associate’s job role.	●
Reset Password	Updating associate information	Resets the associate’s password.	●
Change Password	Changing the associate password	Changes the password of the associate who is currently signed on.	●	●
Unlock Associate	Unlocking an associate’s user account	Unlocks an associate’s account.	●

The Associate Management feature applies the following restrictions:

Associate information is limited to the local store only. Thus, associate information for a store cannot be searched for from other stores across the enterprise.
Associate information on the POS is automatically updated with the data received from the enterprise.
By default, only authorized associates, which include managers, can add and delete associates and update associate information.
The user roles that are currently signed on to the POS application can only add associates and update the associate information of their subordinates. For example, a manager can only add and update a cashier but cannot add another manager nor update the information of another manager.
By default, cashier roles are limited to searching for associates, viewing associate profiles, and changing the password of the associate who is currently signed on.

The POS application can be configured with the following features.

Enable associate roles. Refer to the following sections:
- Authorization Overrides > Authorization Roles
- Job role