Overview of the Users – Roles Module #

• The Users and Roles Modules allow businesses to assign specific permissions to individual users based on their roles within the organization.

Creating and Customizing Roles #

• Roles can be tailored to meet business-specific needs, such as:
  • Admin Role
  • Cashier Role
  • Front Counter Role
• Each role comes with customizable permissions that determine what a user can access and perform within the software.

Example of Role Customization #

• For instance, a Cashier Role may have:
  • No access to Purchase Orders (cannot view or create them).
• By customizing permissions, users are limited to specific views and functionalities relevant to their role.

Setting Up Users #

• In the Users Module, input the following user information:
  • Username
  • Email
  • First Name and Last Name
  • Password
  • Mobile Number
• Assign the user to the appropriate role with its corresponding permissions.

Additional User Settings #

• Define user-specific preferences such as:
  • Last Visited Store
  • Last Visited Cash Register
  • Preferred Language
  • Six-Digit Quick Login PIN
  • Login and Clock-In Options
  • Hourly Rate

Finalizing User Roles #

• Once a user is created and assigned a role:
  • They will only see modules and functionalities permitted by their role.
  • Restricted modules will not be visible or accessible to them.

Conclusion #

• The Users – Roles Module provides a secure and flexible system to manage user access, ensuring team members have the right permissions to perform their roles efficiently while protecting sensitive business operations.