Changing and Adding New Clerks is a frequently asked question. Instructions on how to do this are as follows.


Accessing the Clerk Screen from the front of house:

  1. First you need to close Pos by clicking the X at the top right of the screen
  2. This will take you to the back of house section, from here you may need to log in as an admin user depending on set permissions. If you do not need to log in again please skip ahead to step 6
  3. To log in as another user, click File
  4. Then Click Log out
  5. You then need to type Admin into the User Name and put in the password. If you ddo not know the password then contact your support Team or owner/manager
  6. Now you should have access to the option up the top called Setup
  7. Next click Setup and then go to Clerks
  8. You are now in the clerk modifying screen


Modifying Clerks:

  1. To Modify a clerk you first need to highlight the Chosen Clerk
  2. From here you can either double click on the clerk or have it highlighted and hit modify
  3. This will take you to the clerk modifying screen
  4. In here you can modify the name of the clerk to correct any spelling mistakes etc. Please note we do not recommend changing names of former staff members to new ones as this will result in data discrepancies
  5. You can also change the login code which is used to log into pos, if you are using wrist bands you need to highlight the login code column and then scan that clerks wristband to assign the band to the clerk
  6. You can change the permissions link from staff to manager for example
  7. If you wish to get rid of a clerk their is a discontinue tick box next to the login code, this will move the clerk into the background and not allow them to be used but will still be in the system for reporting purposes

Adding Clerks:

  1. If you wish to add a new clerk, please click the add button at the bottom of the screen
  2. The system will automatically go to the next available clerk code and this will also auto fill the login code
  3. You need to add the name of the staff member into the name column
  4. Next you can either choose a custom code for the staff member or use the one automatically allocated by the system. If you are using wrist bands you need to highlight the login code column and then scan that clerks wristband to assign the band to the clerk
  5. You can then assign the clerk to the correct user group by clicking the drop down menu next to the writing User Permissions Link


If you wish to talk about utilising the Employee Log Feature or linking different clerks to different cash drawers please contact our support team on 07 3483 0525 or email us at support@creativepos.com.au