Adding and Authorizing Users to BestPOS
- Anthony Campana
- Christine Daum
Adding New Users
Before using the BestPOS system, you will need to assign IDs and access rights for your staff. (Our support team can help the store owner or manager with the set-up.) As you begin adding users, we strongly recommend creating the owner/manager user ID first, assigning full accesses as the administration ID. Once the owner/manager setup is complete, you can continue adding other users as needed.
To add a new user:
Locate the User menu by selecting Administration → A. Employee Profile → 1. Add/Update Employee.
Next, you will see the Restricted Access screen. To set-up the new user, you will enter ‘admin’ in the Admin user password field.
Select 'Add Employee'
Then, enter the required information, including:
The ID (typically first name or nickname)
First and Last name
New Password and Confirm Password
Please Note: New Jersey pharmacies must enter and confirm the PIN for Workflow use as well.
Finally, click 'Save & Exit' to complete the user set-up.
Adjusting Access Rights
After the user information has been entered, you will need to assign their access rights. To do this, simply review the categories listed, and make any adjustments needed. Here you can give users:
Full Access
Read-Only Access (where specified)
No Access
You can also adjust user access at any time by going to Administration → A. Employee Profile → 4. Access Rights Assignment and select which user(s) to update.
When you are done making adjustments, just click 'Save & Exit'.
Now the user has been created and the employee will be able to login to the BestPOS system.
Changing Employee Preferences
You can also adjust user preferences to fit each employees individual habits and needs. To do this:
Log into the user account you want to update.
Go to Administration → A. Employee Profile → 3. Employee Preferences.
Make any changes to their preferences that are needed.
When you’re done, simply click 'Save & Exit'.
The employee is now fully set up and can begin entering sale transactions. If needed, you can add other users by logging into the Admin ID (or the primary owner/manager user ID) and repeating these steps.
When you’re done adding users, we strongly recommended you change the default password for the Admin ID.
Changing the Admin Password
To change the password for your Admin ID, make sure you are logged in as the Admin account.
Then, use the menu bar and go to Administration → A. Employee Profile → 2. Change Password.
Next, you will be asked to enter the previous password (remember, if this is the first time updating your password, the default password is 'admin').
From there, you will need to enter and confirm the new password you would like to use moving forward.
Then, just click "Change Password" and your new pasword will be saved.