Update User Details

With Payzli POS, adding, finding, and inviting users is a breeze.

Maintaining up-to-date user details is crucial for ensuring optimal operational efficiency in your business. This makes it easier for everyone to locate users, view their roles and permissions, offered products and services, hourly rates, and more. If an employee receives a promotion, you can effortlessly update their role and hourly rate, ensuring everyone has access to the correct information. Payzli POS is all about staying organized for smoother operations!

1. Access Administration from the main navigation of your Payzli POS account.
2. Click Users on the left hand side.
3. Using the three dots next to a User, you can Update and/or Invite a user.
4. Clicking Edit opens a slide-out panel to update user info such as:
   • First Name: Shows user’s first name (editable).
   • Last Name: Shows users’ last name (editable).
   • Branch: Shows associated branches.
     • Click Edit on the selected branch to further update the following:
       • Role: You can select from any of the five roles.
       • Hourly Rate: Based on the currency unit.
       • Status: Toggle button to change user status to Active or Inactive.
5. Once done, click Update.

Users can only be deleted if there is no history tied to their profile.