Adding, Editing and Switching User IDs and Permissions in Hike

Adding, Editing & Switching User IDs & Permissions in Hike

If your store has a number of staff, working in various capacities, it’s imperative that your point-of-sale solution is capable of handling such tasks.

Fortunately, Hike affords retailers with an expansive employee management system, whereby store-owners can create as many users as necessary, to fit their staff, in order to run their business effectively.

Moreover, Hike lets you set what type of access each of those users will have, and change those permissions, if necessary, on the fly.

Amongst the various functionality features included in Hike’s employee management system include:

  • Staff members to log in with email addresses & passwords.
  • A PIN number is required when the Hike screen locks, or if staff switches users at the register.
  • Users can get request new passwords, that will be emailed to them if they have forgotten it.
  • Any staff member, that has been granted the appropriate levels of access, are able to edit their details to create a new password or PIN number.

These features (and more!) make Hike a perfect solution for owners that are looking for a simpler employee management experience.

Users Overview

Before we start looking at how to set-up new Users in Hike, let’s look at the Users screen in Hike, to give you a complete overview on what’s on the screen so that you can better familiarize yourself with it.

To begin, select Users on the Hike menu and navigate to the Users screen.

1._Menu.png

This is where you’ll find all the users you’ve currently created on Hike, and where you’ll be able to add or edit new ones, as per your staff.

FIND…

Used the FIND search box, to search for a user which you do by either First Name or Last Name.

Find.png

+ ADD USERS

Select the +ADD USERS button, to trigger a new dialog box to slide out, where you’ll be able to create a new Users.

Add_users.png

Users List View

The Users List View is in reference to the columns occupying this section. Below we’ll go through what each column means:

Name

The name of the User. You can also insert a photo of the User when you create/edit them.

Roles

The employee’s role within the business, i.e. Cashier, Manager, Administrator.

Active

The current status of the User. YES will indicate that the user is currently active.

Action

By clicking on the Action dropdown box, you will have the option to Edit, Delete or change the Permissions of the User.

Action.png

To find out more on how to edit User IDs

To find out more on how to set user permissions

How to Add New Users in Hike


Hike not only gives retailers the options to create as many users as they need, to run their store effectively, it also makes the process of adding new staff, a breeze.

To begin, select Users on the Hike menu and navigate to the Users screen.

1._Menu.png

Click on the +ADD USER button to begin creating your new User and open up a new dialog box.

Add_users.png

User Information

Here you will enter information about the new employee.

Create_new_user.png

Image

Clicking on the image will allow you to upload a picture of the employee.

Name

Add the employee’s First Name. This is a mandatory field.

Surname

Add the employee’s Surname. This is a mandatory field.

Email Address

Add the employee’s email address. This is a mandatory field, and will be used to reset a password if forgotten, and a manger is not there to reset.

email_address.png

Phone Number

Add the employee’s phone number. This is an optional field.

User Name

Give the account a user name. This is a mandatory field.

Set Random Password

If ticked , Hike will generate a random password.

If unticked , you must manually create a password, and re-type it to confirm the password.

User PIN

Add a 4-digit PIN number. This is a mandatory field. It doesn’t not have to be unique to every user.

Once you have completed the mandatory fields in the User Information page, you can click on the NEXT button to move on to the next step – assigning roles. If you haven’t completed all the mandatory fields, the NEXT button will be greyed out.

Roles

This is where you will select which type of role you will assign to your new user.

Roles_create_new_user.png

Admin

The admin has default access to everything in Hike. This can be customized.

Cashier

The cashier has limited access to tasks, related to the immediate sale. This can be customized.

Manager

The manager has default access to everything in Hike. This can be customized.

Click on Next to continue.

Outlets

Here, you will select the store you wish your new user to be given access to.

Outlets_create_mew_user.png

If your store is a multi-store, staff can have access to multiple locations as well.

Click the SAVE button to complete the creation of your new user.

How to Edit & Delete a User in Hike


Whether you need to edit a User in Hike or even just Delete, Hike makes the process for doing that easy as well.

With your Users appearing in the Users List View (accessed via the Hike menu), simply click on the ACTIONS button next to the corresponding user, you want to Edit or Delete .

Action_2.png

Selecting Edit , will take you back to the User Information dialog box, where you’ll be able to edit the user details as necessary.

Selecting Delete , will open a new pop-up box asking you to confirm the deletion of the User. Click YES to continue.

Perm_Delete.png

Setting User Permissions in Hike


Hike gives retailers complete freedom in how they want their staff to view and access the various parts of Hike. Different roles, may require different permissions and Hike’s employee tree management system makes it easy to select which areas are accessible to which users.

To begin setting user permissions in Hike, select Users on the Hike menu and navigate to the Users screen.

1._Menu.png

You will then be taken to the Users List View, where you can start editing the permissions of a user by clicking on the ACTIONS button, next to the user you’d like to change the permissions of.

Click on PERMISSIONS to open a new dialog box.

Action.png

From here, you will see a complete breakdown of Hike’s menu tree, available for you to select what the User will have access to.

Permissions_katy.png

Click on the + icon next to each section, to expand the list of options further.

Simply tick the selections you want the user to have access to, and untick the one that you don’t, enabling you to specify exactly what the user can and can’t do. If you change the permission for one cashier, it will not affect the permissions for another cashier.

To revert any of your selections to their default settings, click on RESET SPECIAL PERMISSIONS .

Permissions_katy_2.png

Note: This function is not available on Hike’s start-up plan, but is available on all other plans.

How to Switch Users in Hike


If your business requires multiple staff to login and logout of Hike POS, then you will need to know how to Switch Users.

In Hike, this is done, by clicking on the current username icon, located in the top right-hand corner, and selecting Switch User .

Switch_user.png

You will then be prompted to select which User will be now logging into Hike.

Ensure you have already created the necessary User ID.

Switch_user_2.png

When you’ve selected the user, enter the users 4-digit PIN .

If you need to reset your PIN , see your Administrator and they can reset it by Editing the User.

Switch_user_3.png

Once you have entered in your PIN correctly, Hike will log the previous user out, and log you in.

It’s that easy!


Language preference (PC & Mac only)


Hike lets you choose language preference by user. For most Hike users, all staff members use a same language. In this case, you can set organisation level language preference from within the 'General settings' section. However, should you require to use different language settings by user, Hike also lets you do that.

For this, simply go to Users > Click to edit profile for a user you wish to change language preference and then click on 'Language' pull down menu to change the preference.

Once the preference is updated, save it and then sign out of Hike. Before you sign out, make sure that (if any) offline transactions, they are sync'd with your store's Hike cloud. After signing out, clear your browser's history. Log back in to Hike. You'll notice that Hike is now displayed in your updated preferred language.


Note: This function is only available on Hike’s Multi-store plan.

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