Managing Associate Information

Use the POS Associate Management feature to manage associate information.

Features

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. ●  

Restrictions

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.
Configurable features

The POS application can be configured with the following features.