Dashboard Management | ConnectPOS Mon, 18 Aug 2025 19:00:42 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.connectpos.com/wp-content/uploads/2023/09/cropped-logo-CPOS-favicon-32x32.webp Dashboard Management | ConnectPOS 32 32 User & Permissions Management https://www.connectpos.com/knowledgebase/user-permissions-management/ https://www.connectpos.com/knowledgebase/user-permissions-management/#respond Mon, 18 Aug 2025 18:58:57 +0000 https://www.connectpos.com/?post_type=docs&p=103462 Step 1: Go to me.connectpos.com > Login your owner account. Step 2: Create new role by go to Menu > User Management > Role and Permission > Add New Role > Fill in information > Save. Then adjust the permission of the role by clicking “Permissions”. (important, if the role do not have permissions, the […]

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Step 1: Go to me.connectpos.com > Login your owner account.

Step 2: Create new role by go to Menu > User Management > Role and Permission > Add New Role > Fill in information > Save. Then adjust the permission of the role by clicking “Permissions”. (important, if the role do not have permissions, the user also do not have permissions in POS)

Step 3: Create a user account and assign role.
Menu > User Management > User > Create new account. Remember to assign them to the corresponding role.

Step 4: Go back to ConnectPOS app > Manage > Outlet detail > Assign users to Cashier and Salesperson sections > Save. Then staff will be able to log in their own account and access their own register at the store.

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Account Management https://www.connectpos.com/knowledgebase/account-management/ https://www.connectpos.com/knowledgebase/account-management/#respond Mon, 18 Aug 2025 18:51:05 +0000 https://www.connectpos.com/?post_type=docs&p=103460 To manage your ConnectPOS account, log in to me.connectpos.com. This is the central dashboard where you can view your subscription details, update payment methods, and edit account information.The Account Management section in ConnectPOS allows you to view your subscription details, manage payment methods, and update your account information. License Information In this section, you can […]

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To manage your ConnectPOS account, log in to me.connectpos.com. This is the central dashboard where you can view your subscription details, update payment methods, and edit account information.
The Account Management section in ConnectPOS allows you to view your subscription details, manage payment methods, and update your account information.

License Information

In this section, you can view details of your current ConnectPOS subscription plan, including:

  • Plan Type (Standard, Advanced, or Premium)
  • Number of Registers in use
  • Billing Cycle (monthly or yearly)
  • Expiry Dates

This helps you keep track of your active plan and renewal date.

Payment Methods

Here you can add, update, or remove your preferred payment method for ConnectPOS subscription fees.

To add a payment method:

Step 1: Go to Account Management > Payment Methods.

Step 2: Click Create new.

Step 3: Enter your credit or debit card details.

Step 4: Click Save to confirm.

Tip: Make sure your payment method is always up-to-date to avoid service interruptions.
Account Details

This section allows you to update personal information and change your account password.

To change your password:

Step 1: Go to Account Management > Account Details.

Step 2: Enter your current password, then your new password.

Step 3: Click Save to apply the changes.

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