CloudPOS Documentation

# Login & Profile

Learn how to access your CloudPOS account and manage your profile settings.

# What You Can Do Here

  • Access your CloudPOS account
  • Recover forgotten passwords
  • Update your profile information
  • Change your password
  • Manage account security

# Login

# Accessing the Login Page

  1. Open your web browser
  2. Navigate to your CloudPOS URL:
    • Development: http://localhost:5173/login
    • Production: https://yourdomain.com/login

(Screenshot: Login page)

# Logging In

  1. Enter your email address
  2. Enter your password
  3. (Optional) Check "Remember me" to stay logged in
  4. Click "Login" button or press Enter

# After Login

  • You'll be redirected to the Dashboard
  • Your session will remain active until you log out
  • If "Remember me" was checked, you'll stay logged in even after closing the browser

# Forgot Password

# Request Password Reset

  1. On the login page, click "Forgot Password?" link
  2. Enter your email address
  3. Click "Send Reset Link"
  4. Check your email inbox
  5. Click the reset link in the email
  6. Enter your new password (twice for confirmation)
  7. Click "Reset Password"

# Password Requirements

Your new password must:

  • Be at least 8 characters long
  • Contain at least one uppercase letter
  • Contain at least one lowercase letter
  • Contain at least one number

# Troubleshooting Password Reset

  • Email not received? Check spam folder, wait a few minutes, or contact administrator
  • Link expired? Reset links expire after 1 hour. Request a new one.
  • Wrong email? Verify you're using the correct email address

# Update Profile

# Access Profile Settings

  1. Click your profile picture/avatar in the top-right corner
  2. Click "My Profile" from the dropdown menu
  3. Or go to Settings → Profile

(Screenshot: Profile settings page)

# Edit Profile Information

  1. Update your information:
    • First Name
    • Last Name
    • Phone Number
    • Avatar/Photo (click to upload)
  2. Click "Save Changes"

Note: Email address usually cannot be changed. Contact your administrator if needed.

# Change Password

# Update Your Password

  1. Click your profile picture in top-right
  2. Click "Security" from the dropdown
  3. Or go to Settings → Security
  4. Enter your current password
  5. Enter your new password
  6. Confirm your new password (enter again)
  7. Click "Change Password"

# Password Security Tips

  • Use a strong, unique password
  • Don't share your password with anyone
  • Change password regularly (every 90 days recommended)
  • Don't reuse passwords from other accounts

# Session Management

# Understanding Sessions

  • Active Session: You're logged in and can use the system
  • Session Timeout: After 15 minutes of inactivity, you may need to refresh
  • Remember Me: Keeps you logged in even after closing browser
  • Logout: Ends your session immediately

# Logging Out

  1. Click your profile picture in top-right
  2. Click "Logout"
  3. You'll be redirected to the login page

Security Tip: Always log out when using a shared computer.

# Tips & Common Mistakes

# ✅ Do's

  • Use "Remember me" on your personal device
  • Log out on shared/public computers
  • Keep password secure and don't share it
  • Update profile with current information

# ❌ Don'ts

  • Don't share your password with anyone
  • Don't use weak passwords like "password123"
  • Don't forget to log out on shared devices
  • Don't ignore password reset emails if you didn't request them (could be a security issue)

# How to Confirm It Worked

# Verify Login

  • ✅ You can see the Dashboard after login
  • ✅ Your name appears in the top-right corner
  • ✅ Sidebar menu is visible

# Verify Profile Update

  1. Go to Settings → Profile
  2. See your updated information displayed
  3. Changes are saved immediately

# Verify Password Change

  1. Log out
  2. Log in with your new password
  3. If login succeeds, password change worked

# Troubleshooting

# Can't Login

Issue: Login fails with "Invalid credentials"

Solutions:

  1. Check email and password for typos
  2. Verify Caps Lock is off
  3. Try password reset if forgotten
  4. Contact administrator if account is locked

# Session Expired

Issue: "Session expired" or redirected to login

Solutions:

  1. Simply log in again
  2. Check "Remember me" to stay logged in longer
  3. This is normal after 15+ minutes of inactivity

# Profile Not Saving

Issue: Changes don't save

Solutions:

  1. Check for error messages (red text)
  2. Verify all required fields are filled
  3. Try refreshing the page
  4. Check internet connection

Next: Learn about the Dashboard or go to POS Selling.

← Dashboard →