Introduction

Each user must be added individually and assigned a User Role, a Site, and Terminal(s).

Note

Required: Your user role must have the All or Edit authority under Users, as well as Sites enabled under the Edit User Fields section.


Steps for Adding Users

  1. Sign in to InTouch.
  2. Click the Menu/Hamburger button.
  3. From the Main Menu, select Setup.
  4. Click Users under the Users header.
  5. Click the + New button.
  6. Enter the user’s Last Name, First Name, and district Email Address.
  7. From the System Role dropdown, select the new user’s system role.

    Note: The system role is this user’s main role within the district and dictates their access within the main menu.
  8. Select the Site that you want this user to access and click the + Add button.

  9. From the Site Role dropdown, assign a site role for this user.

    Note: The site role is this user’s main role within their assigned site and dictates their access within the Point of Sale.
  10. From the Terminal # dropdown, select a terminal number for this user and click the + Add button. You may also select the + Add All button to add them as a user for all terminals.

  11. Click Save.
  12. Send an invite to the new user by clicking the envelope button beside their name on the Users List.