CloudTech POS Guide

Start fast: set up your app, add your team, and assign the right roles.

This page walks your tenant team through first-time onboarding, account setup, role assignment, and daily operations so your store can run smoothly from day one.

Create Tenant AccountSign In

Quick Start

  1. Create your tenant account from the trial registration page.
  2. Sign in as Tenant Admin and open Dashboard > Settings.
  3. Confirm business profile, tax defaults, and receipt preferences.
  4. Add core data first: categories, suppliers, and tax rates.
  5. Add products with barcode, price, and stock values.

Add Users And Assign Roles

  1. Log in using your Tenant Admin account.
  2. Go to Dashboard and open User Management.
  3. Click Add User, then enter full name, email/username, and temporary password.
  4. Select a role based on daily responsibility (Admin, Manager, or Cashier).
  5. Save the user and share login credentials securely.
  6. Ask the new user to change the password on first sign in.

Role Access Overview

Tenant Admin

Full account control: billing, users, role assignment, product setup, reports, and device governance.

Best for: Business owner, operations lead, or central manager.

Manager

Daily operations oversight: products, stock movement, selected reports, and shift monitoring.

Best for: Branch/store managers.

Cashier

Point-of-sale operations: checkout, customer handling, and transaction processing only.

Best for: Frontline sales staff.

Daily Operations Checklist

  • Before opening shift: verify approved device status and internet availability.
  • During sales: use POS for checkout, discounts, tax application, and receipts.
  • If internet is unstable: continue selling in offline mode, then sync when online.
  • After shift: review sales summary, reconcile cash, and close the shift.
  • Weekly: export reports (PDF/CSV/Excel) for accounting and audit checks.

Ready to onboard your team?

Set up your tenant account, assign roles with confidence, and get your staff operational in minutes.

Start Free TrialRequest Onboarding Help