Create back office users with customised role-based permissions to control system access and ensure staff only see relevant information. Set up user roles first, then create user accounts and assign roles, sites, and clerk areas to match each person's responsibilities.
Different categories of system access
Clerks - are those who are POS operators. Clerks can be created and are assigned a Clerk Permission Group for POS access.
Users - are those who use the Back office functions. Users can be created with permissions tailored to meet the specific needs of the site.
Create user roles
⚠️ Important: Before creating a User, check that you have a suitable User role already created.
To create new user roles, follow the steps below:
Log into the Newbridge Back office, entering your username and password.
Select Users, then User Roles to see a list of current User roles.
Click New.
Enter a Display Name and Description for the User Role, then slide the toggles to select the permissions for the role.
When set as required, click Create and the new User role will be visible in the list.
Create a User
Log into the Newbridge Back office, entering your username and password.
Select Users, then click New.
Enter the new User information, including:
Username: This defaults to your first name @ the current site, however this can be overwritten as required. This must be unique per user.
Email Address: The email address is used for initial sign up confirmation and password resets.
Name: The name is used on any audit logs, to show who made the changes so consider adding a surname to easily identify staff with the same or similar first names.
Accessible Sites: Control which sites in your group the account can access.
Accessible Areas: Controls which Clerk areas you can view and interact with.
User Roles: Any created User roles appear in this drop-down menu. Multiple roles can be enabled per user if required.
When set as required, click Create.
The new user will now receive an email with their user details.