Transformity 6oe391llun

Drinks POS Help

Transformity's mobile app on iOS and Android uses the same user management system as the desktop and web application. The permissions granted to a role are respected in the mobile app. However, one extra permission is required to have mobile app access - "Personal Access".

Go to Settings -> Roles and click "Manage" on the role you'd like to update. Check the "Personal Access" permission to enable mobile app access.

Login on the mobile app uses the same method as the web application. You can sign in with Google (for Gmail accounts) or use your email and password. If you do not know your password, you can go to the 

, enter your email then click "Forgot password" to receive a reset URL.

You might want to create a user which is dedicated to the mobile app for in-store use. To do this, first create a Role for the mobile app:

Name the role & select applicable locations

Click "Manage" to the right of the new created role

Turn on other permissions: item reading, item list management, POS, purchase orders, invoices, registers, reports, and sale payment options are applicable on the mobile app.

Create a user with that role by going to Settings -> Users -> Add User

If you do not have a separate email for this account, you can keep this field blank. 

Open the mobile app and enter the email for the newly created user found on the Settings -> User page

Sign into the mobile app with the email and password for this newly created user.

If you do not know your password, you can go to the 

Mobile App

Creating a mobile app user login