For the complete documentation index, see llms.txt. This page is also available as Markdown.

Create User

Create User

Before creating users, Hierarchies, Sites, and User Roles must already be configured.

1

Users Form

To create new users, navigate to Administration > User Management > Users.

2

Add User

Click Add User in the top right corner of the screen.

3

Complete Users Form

Complete the required fields using the table below the screenshot for reference and then click on Create User.

Field
Description

Name

Enter in the name of the user. It is recommended to use the First and Last name in the name field.

Email

Enter in the email address for the user. It is recommended to use company email addresses when possible. The email address is used for logging into Verifone Commander Central.

Status

Users can be set to active or deactivated if they no longer need access to Verifone Commander Central.

Role

Assign the role from the list that best fits the users job functions. See the Roles section for more detail on roles and role permissions.

Site Assignments

Users can be assigned to specific hierarchies, meaning they can be permitted access to only a subset of sites. If the user requires access to all sites, then select the first option under site assignments which will select all locations.

Automatic Site Assignment

When an administrator places a new Site or Verifone Commander into a subtree within the hierarchy that is already fully assigned to one or more users, the system will now automatically assign those users to the new Site/Verifone Commander.

Previously, administrators were required to manually assign each site to individual user accounts.

Deleting a User

1

Users Form

To delete users, navigate to Administration > User Management > Users.

2

Select User

Select the user from the list.

3

Delete User

Select Delete User on the bottom left corner of the User Detail screen. To utilize the same email address, the Verifone Helpdesk must be contacted to fully remove the users email address.

Creating an Additional Administrator Account

Only one site administrator exists when the account is created initially. If you need to create additional users with the same access level then the user’s role will need to be modified.

1

Log in

Log in with the current Petro Site Administrator account.

2

Users Form

Navigate to the newly created or existing user and select them from the user list under Administration > User Management > Users.

3

Edit User

After the user is selected, click Edit User from the top right corner.

4

Petro Site Admin

Update the user’s role to Petro Site Admin from the Role drop-down menu.

5

Save Changes

Click Save Changes.

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