Cloud
How do I create or edit Cloud users?
How to navigate to the Users section in Cloud to search for existing users, create new users, and configure their access level and permissions.
📋 Overview
The Users section in Cloud lets you manage who has access to your location's reporting data. You can search for existing users by name or email, create new accounts, and control what each person can view or edit based on their assigned role.
🚀 Add User Steps
Step 1. Navigate to the Users Section + Open the New User menu
Go to cloud.mashgin.com, select a location, then click Users in the navigation.
- Select the User’s option on the sidebar to open the Cloud user menu.
- Press the + Add User button to open the Add user menu
Step 3. Complete the Required Fields
Fill in all required fields for the user:
- Name: User’s Full Name
- Email Address: Email used for login, password resets, and daily reports.
- Job Title: This is optional
- User Role: Determines the user’s access.
- Client: This should autofill to your client, but confirm its accurate.
- Locations: Choose the locations the user will have access too. (One location is required. )
- Groups: Choose what groups (If any) the user will have access to.
- Email Report: Opt-in for daily reports to be sent to the user’s email.
User Role Access Levels: You can only assign a role that is lower than your own. For example, a Manager can create Cashier or Operator accounts, but cannot create another Manager. Contact Mashgin Support if you need to adjust a user at your own level or above.
Step 4. Save All Changes
Click the Save button at the bottom of the user's information page to apply any changes.
For new users, saving will automatically send a "Welcome to Cloud" email to the provided address, prompting them to finish setting up their account.
🚀 Edit and Remove Users
Step 1. Navigate to the Users section on Cloud
Need to edit or remove a user? Use the following steps:
- Go to cloud.mashgin.com and sign into your account.
- In the sidebar, select Users.
- Locate the user you would like to edit or remove.
Step 2. Open/edit the user profile
Click the user’s name or select Edit Pin to open the user profile.
From this page, you can review and update the following details:
- Email Address: The users email address.
- Phone: The phone number Mashgin Support can use to contact the user.
- This field is optional.
- User Role: The permission level the user has access to.
- This can only be updated to a role below your current role.
Step 3. Delete a user
To remove a user, scroll toward the bottom of the user profile page and select the option to delete the user.
Review the information carefully before confirming the deletion.
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Need help? Contact support at 📧 help@mashgin.com or call (855) 475-0889