How can we help?

Lightspeed’s Help Centre is here to provide support, tips and troubleshooting

FAQ - How do I switch companies, sites, registers, Kounta apps, or users?

Kounta was built to easily manage multiple companies, sites, registers, and apps under one login. Multiple logins can be created to customise what users have access to.

In this guide, we will talk about how to navigate through different companies (if you have more than one), sites, registers, and Kounta apps. We’ll also talk about how to switch users in case you are sharing the device.

 

Switching Kounta apps

Switching registers 

Switching companies & sites 

Switching user login

 


Switching Kounta apps

The different apps in the Kounta platform include POS, Insights, Purchase, and Produce. You can launch these from the Back Office. Simply select My Kounta on the left then select the tile of the app. 

Note - If you are wanting to switch apps from anywhere in Kounta, you can look for the K button on the upper left part of the screen. This will allow you to choose another app. If you can’t find the K button, you can go to Back Office to launch the app from there.   K.png 

Kounta_app_tiles.PNG


Switching registers 

On Kounta, any device that needs to access the Point of Sale is given a register slot (1 register slot : 1 device). The only way to “switch registers” is to assign the device to another register slot (which should be unoccupied).

Note - but if you need more devices to access POS at the same time, you would need more registers. Learn more about adding registers in this separate guide.

1. From the Sites tab in Back Office, select the register that you want to reassign to your device.

2_select_register.PNG

2. When you’ve reached the Register Information page, select Unassign Register

3_unassign_register.PNG

Note - If the device you’d like to assign to this register is currently assigned to another register, repeat the above steps to also free up the device.

 

3. Launch POS from your device. The system will let you choose which register should now be assigned to the device.

 


Switching companies & sites

 

If you have created or have been invited to multiple companies or sites, it is easy to switch from one company to another. The sites you see will depend on the access you have (i.e. staff can be assigned specific sites by managing user settings)

 

From Kounta POS

If you are on Kounta POS, to switch companies or sites, you need to go to the Back Office first. Then after you’ve switched, launch POS again.

 

From Back Office and Kounta Insights

Note - These are the only places on Kounta where you can access sites from different companies. 

1. Look for the button on the lower left of your screen containing your site name.

2. This will expand into a menu - select your site name 

5_switch_company_site_from_back_office_and_insights.png

3. This will take you to a menu where you can select different sites under different companies.

6_select_a_site.PNG

 

 

From Kounta Produce & Kounta Purchase

From these Kounta apps, you can only access the sites of the company that you are currently signed in to

Note - to switch to a site under a different company, you would need to do that first from Back Office. Afterwards, launch Kounta Produce or Kounta Purchase again.

1. To switch sites within the same company, simply select the button on the lower left part of your screen containing your site name. 

Note - If you see another menu, select your site name again.

7_select_site_pruchase_and_produce.PNG

2. You will then be taken to a list of other sites within the company you’re signed in to.

 

 


Switching user login

 

From the Kounta Point of Sale:

Simply select Switch User from the bottom left corner of the screen. This will allow you to log in as another user.

8_select_switch_user.PNG

 

From the Kounta Back Office, Kounta Insights & Kounta Produce:

You would need to log out from the current user account by selecting the button on the lower left containing the site name. Then, select Logout

9_logout.PNG

Afterwards, you will be redirected to the login page.

 

From Kounta Purchase:

You would first need to go to the Back Office and switch user - then launch Kounta Purchase again.

Browse more topics

Was this article helpful?
0 out of 1 found this helpful