ImaCash user manual
The Users and permissions section allows you to control who can access ImaCash and what actions each person can perform within the system.
This setting is important because some operations directly affect cash, reporting, setup, or cash closing.
Not all users should have access to the same features. A clear configuration avoids errors and facilitates subsequent review of operations.
A user is the person who works with ImaCash or who is authorized to access certain functions.
Each user can be associated with a name, password, profile, permissions and, depending on the installation, an NFC identifier or other access method.
The active user helps to leave a record of who performed an operation, opened a section or confirmed a sensitive action.
Permissions define what each user can do within ImaCash.
For example, a user may have permission to collect sales, but not to modify settings, view reports, make credits, clear shifts, or create manual transactions.
Permissions help protect daily operations and reduce errors in sensitive actions.
ImaCash manages operations related to cash, shifts, incidents and cash data. A correct configuration allows:
User management is usually found in Settings or an administration section.
Depending on the installation, it may appear as Users, Profiles, Permissions, or a similar option.
If you don't see this section, it may be because your user does not have administrative permissions.
From the users section, an administrator can create new users or modify existing users.
After creating or editing a user, save your changes before exiting.
A profile groups permissions for easy administration.
For example, the establishment may have profiles for operators, managers, administrators or technicians. Each profile allows access to different functions depending on the responsibility of each person.
The name and number of profiles may vary depending on the installation.
Some common permissions on ImaCash may be related to:
Not all facilities will have exactly the same permits.
Depending on the configuration, ImaCash may require a password to access or perform certain actions.
Enter the password corresponding to the authorized user. Do not share passwords between users, as operations may be registered in someone else's name.
Some installations allow identification via NFC.
In this case, the user can identify themselves by bringing a card, bracelet or other compatible device closer to the configured reader.
Login with NFC can speed up the operation, but it must be correctly associated with the corresponding user.
The active user is the user that ImaCash currently recognizes.
It can appear at the bottom of the main screen or in visible areas of the interface. Before performing sensitive operations, check that the active user is correct.
If the active user does not apply, log out or log in with the appropriate user according to the establishment's procedure.
Some actions must be limited to authorized users because they affect cash or settings.
If an option does not appear or is blocked, it may be due to permissions.
After modifying users, profiles or permissions, use the save option.
If you try to exit without saving, ImaCash may display a notice of pending changes. Review the message before closing the screen so as not to lose the settings you made.
User and permission management may vary depending on:
In some installations, users are managed directly in ImaCash. In others, they may be linked to the POS/POS or another external system.
Before creating a new user, check if it already exists or if it is inactive.
A clear user configuration avoids errors and facilitates subsequent review of operations.
Use this table as a quick reference when creating users or setting permissions.
| Action | When to use it |
|---|---|
| Create user | When a new person needs to use ImaCash. |
| Edit user | To change data, password, profile or status. |
| Assign permissions | To define what actions each user can perform. |
| Set up NFC | When using identification with a card or compatible device. |
| Check active user | Before performing sensitive operations. |
| Save changes | After modifying users or permissions. |
Do you need help with ImaCash?
If you want us to review your case, we can guide you about users, permissions, profiles, passwords, NFC or sensitive actions.