How to add users in Checkmate POS

Adding, Removing and Assigning Users in Checkmate

Everyone who signs in to Checkmate or uses the POS needs a user account.

Go to Settings → Operations → Users to open the User Management page.

Step	Action	Details
1	Click + Add User	Located at the top right of User Management.
2	Enter First & Last Name	Enter the user's name.
3	Enter Email	Use lowercase. This will be the user's sign-in email.
4	Unique ID	Generated automatically and cannot be changed later.
5	Upload Photo	Optional.
6	Create Password	Enter and confirm a password of at least 6 characters.
7	Select Role	Choose Business Admin, Admin, Manager, or Cashier.
8	Set Active	Leave Active ticked so the user can sign in.
9	Assign Branches	Under Branch Assignment, select the branches the user can access. Admins receive access to all branches automatically.
10	Enable POS PIN	If the user will use the POS, tick Enable POS Login PIN.
11	Create PIN	Enter a 4-digit PIN for POS access.
12	Create User	Click Create User to finish.
13	Give Login Details	Give the user their email, password, and POS PIN. Checkmate does not email an invitation automatically.

Problem	Solution
New user doesn't appear in the list	User Management only displays users assigned to the currently selected branch. Switch to one of the user's assigned branches.

When an employee leaves, Deactivate should normally be used. Use Remove User only when you want the account permanently deleted.

Action	How to Do It	What Happens
Deactivate User	Open ⋯ beside the user → Deactivate	User can no longer sign in, but the account remains and can later be reactivated.
Reactivate User	Open ⋯ → Activate	Restores the user's access.
Remove User	Open ⋯ → Remove User → Confirm	Permanently deletes the account. This cannot be undone.

User	Removal
Your own account	Cannot be removed by yourself
Business Owner	Cannot be removed
Business Admin	Can only be removed by the owner

Before assigning someone to a register, make sure they are assigned to the register's branch and have a POS PIN.

Step	Action	Details
1	Check User Setup	Go to User Management and confirm the user has the correct branch and POS PIN.
2	Open Registers	Go to Settings → Business.
3	Select Location	Choose the correct Business and Branch.
4	Open POS Registers	Open the POS Registers section.
5	Edit/Create Register	Click the pencil to edit an existing register or + Add Register to create one.
6	Assign Users	Under Assign Users, select each person who should use the register.
7	Save	Click Update Register or Create Register.

Situation	Behaviour
Specific users are assigned	Only those assigned users can use that register.
Assign Users is left empty	Everyone assigned to that branch can use the register.
User doesn't have a POS PIN	The user will not appear as an available POS user.
Admin or Business Owner	Can use every register.