You can set up as many Users to access ChiDesk as you like. Each User can be assigned to a Security Role that restricts what functions they have access to.

Adding and Editing Users

  1. Browse to the Users screen under the Settings menu.
  2. Click New on the action bar, or select an item to edit.
  3. Type in the Name of this User.
  4. Enter the Email address this User will use to log into their account. When you save a new User an email with their login instructions will be sent to this email address.
  5. Select the default Cash Drawer for this user. When this user records a Receipt the Cash Drawer will automatically be set to this default.
  6. Specify the Security Role for this User. This determines what functions they have access to.
  7. If you want the User to automatically be logged out of ChiDesk after a specific period of time then tick the Automatically Log Out check box, and enter a number of minutes in the Log Out After field.
  8. Under the Notifications tab, tick what notifications this user should receive on their dashboard.
  9. Click Save to save your changes.

Deleting Users

  1. From the Users screen open the required item that you would like to delete.
  2. Click the Delete button on the action bar.
  3. If the item is not being used you will be prompted to confirm the delete by clicking the Delete button.
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