POSYMAUser manual
ES

Users, roles and permissions

This is where you decide who signs in to your POSYMA and what each person can do. You invite users by email, give them a role, add collaborators who do not sign in and create custom roles with read or write permissions per module.

Manual modules
Where it is Account menu (your avatar, top right) › Users & Roles. Open in your POSYMA
When you see it Available in every POSYMA to whoever has permission over Users & Roles. How many people can sign in depends on your POSYMA.
Guide 1 of 4

How to invite a team member
Team user list
Team user list. Tap the image to see it larger.
  1. Open Users & Roles, "Users" tab, and click "Create User".
  2. In "Invite New User" type the first name, last name, username and email.
  3. Pick the "Role": "POS Admin" (administrator), "Manager", "Cashier" or "Viewer" (read only).
  4. The "Landing page" follows their role. Change it only if you want another screen to open.
  5. Click "Create User". POSYMA confirms "Invitation sent" and the person receives an activation link to set their password. Until they activate their account, the list shows them as "Pending activation"; if the email did not arrive, use "Resend invitation" on their row.
Form to invite a user
Form to invite a user. Tap the image to see it larger.

Grant access equal to or lower than yours. Each person inherits the permissions of their role.

Guide 2 of 4

How to add a collaborator who does not sign in
Team user list
Team user list. Tap the image to see it larger.
  1. On the "Users" tab, click "Add collaborator without access".
  2. Type the name and, if you want, the phone, and pick their "Role".
  3. Click "Add collaborator". No email is sent, but the collaborator uses one of your plan's user seats.
  4. If they need to sign in later, use "Give access" on their row, type their email and click "Send invitation". Their schedule and sales are kept.

Use it for people who work with you but do not use the system, such as the team that serves the appointments at your salon.

Guide 3 of 4

How to edit, deactivate or reset a user
Team user list
Team user list. Tap the image to see it larger.
  1. Find the person in the list.
  2. Use "Edit" to change their "First name", "Last name" or "Role" and save with "Save changes".
  3. Use the lock ("Deactivate") to block their access without deleting them; the same lock ("Reactivate") restores it.
  4. Use "Send password reset" if they forgot theirs.
Guide 4 of 4

How to create a custom role
Roles and permissions with a custom role
Roles and permissions with a custom role. Tap the image to see it larger.
  1. Open the "Roles & Permissions" tab and click "Create role".
  2. Type the "Role key" (lowercase with no spaces, for example store_lead), the "Display name" and the "Description".
  3. Pick the "Base role": Cashier, Manager or POS Admin. It is the level the role starts from.
  4. Under "Permissions", pick a module and click "Add". For each module choose "Read" or "Write".
  5. Click "Create role".
  6. Assign the role to people from the "Users" tab with "Edit".

System roles cannot be edited. If you need something different, create a custom one. To delete a role, reassign its users first.

Frequently asked questions

What is the difference between Read and Write?

With Read the person sees the module but cannot create or change anything. With Write they can create, edit and delete. Without permission, the module does not even show in their menu.

The person did not get the invitation

Ask them to check their spam folder. If it is not there either, use "Resend invitation" on their row.