Training guide · Users & Settings
Two ways to log in, one system deciding what you can touch
NiyuSuite has two separate account types — a cloud Business User (email + password, uses a licensed seat) and a local POS User (name + PIN, doesn't) — each with its own fixed role list and its own module/permission grid layered on top. Settings is where the rest of the business gets configured: offices, tax, approval thresholds, warehouse names, and the subscription itself. This guide covers both, plus the audit trail that watches what everyone actually does.
Users & Security
Users & Security
Four tabs: 👤 Users, 🔒 Security Roles & Permissions, 🧭 Security Process, and 📋 Audit Log. Everything about who can log in, what they're called, and what they're allowed to touch lives here.
Two account types, not one
Clicking + Add User asks which kind of account you're creating first, because they work differently underneath: a Business User signs in with an email and password from anywhere and consumes one of the tenant's licensed User Seats; a POS User unlocks a till or warehouse screen with a 6-digit PIN, stays local to the workspace, and doesn't use a seat at all. Both get full name, role, and module access — the login method and licensing are what differ.
Business Users — email + password, uses a seat
| Name | Role | Service Modules | Last Login | Status | |
|---|---|---|---|---|---|
| Ankit Sutaria | ankit@harborfresh.com | Owner | All modules | 31/07/2026 09:14 | Active |
| Priya Nair | priya@harborfresh.com | Admin | Accounting, Reports | 30/07/2026 16:02 | Active |
POS Users — 6-digit PIN, no seat used
| Name | Username | Role | Office Access | Warehouse Access | Status |
|---|---|---|---|---|---|
| Sam Fletcher (you) | sfletcher | POS Cashier | BNE only | — | Active |
| Wei Zhang | wzhang | Warehouse Operator | Unrestricted | Main DC | Active |
Roles come from a fixed list, not free text
You pick a role from a dropdown — you can't type a custom title. Business Users choose from just three: Owner, Admin, or Service User ("standard business access — permissions determined by assigned modules"). POS Users choose from ten, built around shop- floor jobs: Admin, Manager, Master Data Editor, POS Cashier, eCommerce Operator, Warehouse Operator, Finance Officer, Production Operator, Reporting & Analytics, and User Administrator.
📦 Service Modules — quick template: Finance Officer
Permission overrides sit underneath the role
Role and module access decide the broad shape of an account; a Permission Overrides panel underneath lets you grant or remove individual actions without changing the role itself — the same nine permission groups apply to both account types (Master Data, Transactional/POS, Finance, Administration, and others). Each role applies a sensible default set of these on creation; a ↺ Re-apply from role & modules button resets any manual overrides back to that default if things drift.
Finance
Administration
Audit Log and unlocking a locked-out account
📋 Audit Log is a searchable record of who did what and when — search by user, action, or details, filter by action type, and ⬇ Export CSV for a compliance request. Up in the header, 🔓 Unlock Account lists anyone currently locked out (too many failed PIN/password attempts) with a one-click 🔓 Unlock — itself logged as its own audit entry.
| Time | User | Action | Details |
|---|---|---|---|
| 31/07/2026 09:02 | Priya Nair | UNLOCK | Unlocked account: Sam Fletcher |
| 30/07/2026 17:45 | Ankit Sutaria | PERMISSION_CHANGE | Granted canPostJournals to Priya Nair |
Settings
Settings
A left-hand tab list covering everything from company details to the subscription itself. The tabs used day to day are Office Profile, Loyalty, Pricing Tiers, Warehouse, POS Batch Tracking, Office/Sync, Import Center, ERP Controls, and License — a couple of specialist tabs (QuickBooks Transition migration, Messaging branding) exist for specific onboarding needs and aren't covered in depth here.
Office Profile: the business itself
Office Profile is where each physical location's legal details live — name, country (AU/US), tax rate, ABN/EIN, address, logo, and an invoice footer message — with one office flagged Set as Primary/Head Office. A separate Default Tax Rate field acts as the AU GST fallback (10%) when an office doesn't override it, and Workspace Branding controls the accent colour and logo shown across the whole app.
☑ Set as Primary/Head Office
Loyalty, Pricing Tiers, Warehouse, and POS Batch Tracking
Four smaller, single-purpose tabs sit alongside Office Profile: Loyalty Program (points per dollar, points needed per $1 reward, Silver/Gold thresholds), Pricing Tiers (group-level customer discount tiers), Warehouse (WMS) (warehouse name and named receiving/dispatch docks), and POS Batch Tracking (a single toggle that turns on batch/expiry capture at the till). Each has its own Save … button rather than one global save for the whole screen.
ERP Controls: approval thresholds and costing method
This is where the business sets its own guardrails — dollar/percentage limits above which an action needs a second person's approval, and how inventory is costed. Nothing here changes what a role can do (that's Users & Security) — it changes at what size an otherwise-allowed action needs a second look.
| Approval Threshold | Limit |
|---|---|
| Stock adjustments | $250.00 |
| Discount % | 15% |
| Supplier / customer payments | $5,000.00 |
| Credit notes / Debit notes | $500.00 |
| Manual journals | $1,000.00 |
| Bank reconciliation bypass | $50.00 |
Inventory Costing
☑ Post COGS on sale
License: seats and terminal activations
The License tab shows the subscription Plan and Status, how many User Seats are used versus available (this is what a Business User consumes and a POS User doesn't), and every POS terminal that's ever activated against this tenant — each row fingerprinted to a specific device, with the one you're on now flagged THIS DEVICE.
| Terminal | Device | Activated | Status | Actions |
|---|---|---|---|---|
| POS-01 | Counter iPad THIS DEVICE | 02/01/2025 | Active | Deactivate |
| POS-02 | Back Office PC | 14/03/2025 | Active | Deactivate |