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Users & Accounts

The Users settings page is where you manage your entire team. Invite new members, assign roles and permissions, link staff to seller accounts, and generate attendance barcodes — all in one place.

Location: /settings/users


User Roles

Newclear has five built-in roles with increasing levels of access:

RoleDescription
Super AdminFull access to everything including billing, Reactors, and all settings
AdminFull operational access; cannot manage billing or uninstall Reactors
ManagerCan manage products, orders, sales; limited settings access
StaffPOS access, inventory adjustments, basic product management
ViewerRead-only access to assigned sections

Role permissions are pre-configured but can be customized per user.


Inviting a New User

  1. Go to Settings → Users
  2. Click + Invite User
  3. Fill in:
    • Email Address (required) — The invitation is sent here
    • First Name and Last Name
    • Role — Select from the role list
    • Phone — Optional
  4. Click Send Invitation

The user receives an email with a link to create their password and activate their account.

tip

New users must activate their account by clicking the invitation link within 72 hours. After that, the link expires and you'll need to resend the invitation.


Managing Existing Users

The Users list shows all active and pending users. For each user you can:

  • Edit — Change role, name, or contact info
  • Resend Invite — Resend the activation email to pending users
  • Deactivate — Suspend access without deleting the account
  • Delete — Permanently remove the user
warning

Deleting a user removes their account but preserves all their historical actions (sales, adjustments, etc.) attributed to that user in reports and logs.


Customizing User Permissions

Beyond the default role permissions, individual permissions can be customized:

  1. Open a user's profile
  2. Click Permissions
  3. The permissions panel shows all available features as toggles
  4. Enable or disable specific features beyond what the role grants

Permission Categories

CategoryPermissions
ProductsView, Create, Edit, Delete, Import, Export
InventoryView, Adjust, Scan
POSAccess POS, Process Refunds, Apply Discounts
OrdersView, Update Status, Fulfill
ReportsView Sales, View Financial, Export
SettingsUser Management, Store Settings, Reactor Management
CustomersView, Create, Edit, Delete, View Credits

Assigning Sellers to Users

If your business has multiple sellers/vendors, you can associate a user with a specific seller:

  1. Open the user's profile
  2. Click Assign Seller
  3. Select the seller from the dropdown
  4. Save

This association is used for:

  • Filtering products by the user's assigned seller
  • Commission and earnings attribution
  • Seller-specific reporting

Barcode Generation for Attendance

Each user can have a personal attendance barcode for clocking in and out using Newclear's Attendance system.

Generating a User Barcode

  1. Open the user's profile
  2. Scroll to the Attendance section
  3. Click Generate Barcode
  4. A unique barcode is generated and displayed
  5. Click Print Barcode to print a badge or label

The barcode is unique to that user. When scanned at the attendance station, it records a clock-in or clock-out event for that specific person.

See Attendance for how the attendance system works.


User Profile Page

Each user has a profile accessible to both the user (via Account settings) and admins (via Settings → Users). The profile includes:

  • Personal information (name, email, phone)
  • Role and permissions
  • Assigned seller
  • Attendance barcode
  • Recent activity log
  • Session management

Password Reset

Users can reset their own passwords from the login screen. Admins can also trigger a password reset:

  1. Open the user's profile
  2. Click Send Password Reset Email
  3. The user receives a reset link

Two-Factor Authentication (2FA)

Users can enable 2FA on their own accounts under Account → Security. Admins can require 2FA for all users of a specific role from Settings → Security.