Users
Everyone who signs in to Fiscal needs their own user, with their own email address and password. A user's group decides what they can do.
Open Settings›Users›Users. The master user, created with your company, is marked with a shield. It has full access and can't be changed or deleted here.
Add a user
- Click New.
- Enter the user's Name and Email. The email address is their sign-in name and must not already be used by another Fiscal user, in any company.
- Enter a Password. Use at least 8 characters, mixing letters and numbers. Give it to the user privately and ask them to change it after their first sign-in (see Change your password).
- Choose the User Group (Role) (see User groups and rights).
- When Arabic is turned on for your company, choose the user's Default Language: Fiscal opens in it after they sign in (see Arabic and English).
- Leave Active on and click Save.
Let the user sign in
Saving creates the user in your company. To let them sign in, select the user in the list and click Post. Fiscal shows User posted. Until a user is posted, their sign-in fails with Invalid email or password.
Then set the branches and warehouses they may use on the Branch & Warehouse Access tab: see Branch and warehouse access.
How many users you can add
Your subscription sets the number of users. When you add a user, the form shows how many you have used, for example 4 of 5 users in your subscription used. Point of sale staff who only use the POS screen are not counted. Inactive users are not counted either. When you reach the limit, contact Exler IT Hub support to add users to your subscription.
Change a user's password
- Select the user. On the General tab, enter the new password. Leave the password empty to keep the current one.
- Click Save.
- Click Post, so the new password is used when they sign in.
Do the same after changing a user's email address: save, then post.
When someone leaves
Select the user, turn off Active and save. An inactive user loses all their rights in Fiscal and no longer counts towards your user limit. Their past documents keep their name. Use Delete only for a user who was added by mistake and never worked in Fiscal.