Setting up App Access

In this article

App Access is the gate that decides whether a teammate can sign in at all. You build apps in your shop's settings — for example a counter POS, a driver mobile app, or your web console — and then assign one or more of those apps to each teammate. Without an assigned app the teammate cannot open EasyBiz on any device. App Access also sets the starting Data Access and Action Control for the teammate, which you can then override at the teammate level. This is usually the first thing you configure on a new account.

Contents

What App Access Controls

Every app you have built lives under one of four platforms: Web Console, Mobile, POS terminal, or Online Store. App Access is the list of those built apps a specific teammate is allowed to open with their login. A teammate with zero assigned apps will see a sign in not allowed error.

Each app brings its own default Data Access and Action Control, set by you when the app was created. Those defaults apply to every teammate of that app unless you customise their permissions on the teammate profile.

Add App Access

Click the 👤 Profile icon in the top-right corner.
Click Teammates.
On the Teammates page, find the teammate you want to edit.
Click the ⋯ (three dots) button on the right side of their row.
Click Edit.

Scroll to the App Access row and click Add System Access.

Select the app from the dropdown and click Add Access

The first app you add for each platform becomes the Default for that platform, shown by a green Default badge. The default is what the teammate opens first when there are several apps on the same platform.

App selection

Pick this	Result
One Console app	Teammate can sign in to your web console
One Mobile app	Teammate can open your mobile app on their phone
One POS app	Teammate can sign in to a POS terminal
One Online Store app	Teammate can sign in to your online storefront admin
Mix and match	Select more than one app to give a teammate access on several platforms at once

Reorder Apps

Drag a row up or down on the App Access table to change the order. The first app on each platform is the Default.

Example 👉 : A bag repair shop assigns a counter staff to both the Front Counter POS and the Back Office POS. They drag Front Counter POS to the top so it opens first when the staff signs in on the POS terminal.

Remove App Access

Open the teammate's profile.
In the App Access table, click the three dots on the row.
Click Remove access and confirm.

The teammate immediately loses access to that app. If it was the only POS app, they cannot sign in to any POS terminal until you assign another.

How App Access Interacts With Other Permissions

If you do this	What happens
Assign an app, leave Data Access empty	The teammate uses the data permissions defined on the app itself
Assign an app, set custom Data Access on the teammate	Your custom setting overrides the app default for this teammate
Remove all App Access	The teammate cannot sign in anywhere, regardless of any other setting

FAQs

A teammate sees several apps in the dropdown. Can they sign in to all of them?

No. The dropdown lists every app in your shop. Until you click Add Access on a row, the teammate cannot open it.

Why do I see the same app type listed several times?

You have built more than one app on that platform — for example two POS apps for two stores. Each is independent and you can assign different teammates to each.

Can I limit a teammate to one specific store?

Assign only the app for that store under App Access. Combined with sales channel limits in Data Access, you keep them inside that one location.

A teammate has access to the Console app but cannot see Reports. Why?

App Access opens the front door but each section inside still respects Data Access and Admin Access. Grant the relevant Data Access for them to see Reports.

Can a teammate be a default user of two POS apps at once?

No. The first app of each platform is the default. To swap, drag a different app to the top of the App Access table for that platform.

What's Next

Now that the teammate can sign in to the right apps, continue to [Setting Up Data Access] to control what data they can see inside those apps.

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Up next

Setting up Data Access

Decide which types of data each teammate can view inside their assigned apps, and how much of it.