Back Office users are employees that you have given access to the Back Office, either in full or limited. From the Back Office, you can add new users, edit existing users, and export a list of current users.
Adding Back Office users
Add new users to the Back Office and assign them permissions to control what they'll be able to access.
- Log in to the Back Office with your Lightspeed Restaurant credentials.
- From the navigation menu, select Business > Back Office users.
- Click Add a new user.
- Enter the new user's email address, first name, and last name.
- Configure their permissions by checking boxes beside each relevant permission.
- Settings and configuration: The user can edit the POS, Business, Hardware, Operations, and Payment sections of the Back Office.
- User management: The user can manage all users and their permissions. The Settings and configuration permission must be checked to enable this permission.
- Connection codes access: The user can view connection codes used to connect the POS. The Settings and configuration permission must be checked to enable this permission.
- Connection codes management: The user can view, create, and remove connection codes used to connect the POS. The Settings and configuration permission must be checked to enable this permission.
- Sales report access: The user can view the Sales report dashboard.
- Fiscal report access: The user can view Fiscal reports.
- Finance overview: The user can access the Financial services section of the Back Office, including Lightspeed Payments.
- Integrations and customers: The user can access the Marketplace, Customers, and Inventory sections of the Back Office.
- Subscription overview: The user can view subscription details and billing invoices.
- Click Save.
After you've created the new user, the password will be sent to the email associated with this user. When the user logs in for the first time, they'll be prompted to change their password.
Editing Back Office users
Edit a Back Office user to adjust their access permissions or deactivate them. If you have multiple business locations, you may need to add or edit the same user in all of your locations.
- Log in to the Back Office with your Lightspeed Restaurant credentials.
- From the navigation menu, select Business > Back Office users.
- (Optional) Search for the user by name or email address.
- Click the name of the user you wish to edit, or click the three-dot menu and select Configure.
- Change the user details as needed.
- Click Save.
Deactivating a Back Office user
Deactivate a user from the Back Office. This user will no longer be able to access the Back Office.
- Log in to the Back Office with your Lightspeed Restaurant credentials.
- From the navigation menu, select Business > Back Office users.
- (Optional) Search for the user by name or email address.
- Click the name of the user you wish to edit, or click the three-dot menu and select Configure.
- Scroll down to the User status section and click Deactivate user.
Editing business locations for Back Office users
If you have multiple business locations, you can manage which Back Office users can access which locations. A user has access to the location they were created in by default.
- Log in to the Back Office with your Lightspeed Restaurant credentials.
- From the navigation menu, select Business > Back Office users.
- Click the three-dot menu and select Edit business locations.
- Click the dropdown menu to select a business location, then click +.
- (Optional) Repeat step 4 to assign access to additional business locations.
- Click Back to save changes.
To remove a user from a location, click Remove access beside the name of the location you no longer wish that user to have access to.
Exporting Back Office users
Export Back Office users to save and print employee documentation to ensure you have access to your data whenever needed. You can export your data in CSV (Comma-Separated Values) format.
- Log in to the Back Office with your Lightspeed Restaurant credentials.
- From the navigation menu, select Business > Back Office users.
- Click Export in CSV. The file will automatically download to your computer.