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Users
In the Users area you add the employees who work at the register and decide what each of them may do in the application. Clicking this option in the navigation reveals two items in the dropdown menu:
Users
Clicking Users, then Users again, shows the following screen:
Users
This is the list of all users in the system — you can add new ones, edit, or delete existing ones.
Add User
To add a new user, click the ADD button in the top right corner above the table. The following window appears:
Window for adding a new user
Fill out the form with all the necessary information and click SAVE — the user is created and saved in the system.
Important
The PIN must be unique for each person within the company — it identifies the individual logging into the sales interface.
Options for User management
For additional options over a user, click the three dots in that user's row — the options appear:
Options for user management
Edit User
The Edit option opens the following window:
Window for editing a user
After making the desired changes, click the SAVE button.
Delete User
To delete a user, click the three dots next to the Status column, then the Delete option. A warning window appears:
Confirmation window for deleting a user
Clicking CONFIRM permanently deletes the user from the system.
User Groups
The second item is User Groups — through them, access rights are assigned:
User Groups
Add User Group
To add a new user group, click the ADD button in the top-right corner above the table. The table is replaced with the following form:
Form for adding a user group
In the Name field, enter the name of the new user group. In the Navigation, Administration, and Activity Permissions sections you select access rights to certain functionalities of the application. An example:
Assigning permissions in the form for adding a user group
Once the name and all permissions are set, click the SAVE button — a message confirms the successful entry and the group is added to the list of user groups.
Options for User Group management
For additional options over a user group, click the three dots in that group's row — three options appear:
Options for User Group management
Copy User Group
The Copy option copies a user group — typically used when you want to create a new group that is very similar to an existing one.
Edit User Group
Click the three dots in the row of the group you are editing and choose Edit. A page opens that looks like the form for adding a group, pre-filled with the selected group's data:
Form for editing a user group
After making the desired changes, click the SAVE button.
Delete User Group
Click the three dots in the row of the group you are deleting and choose Delete. A confirmation window opens:
Confirmation window for deleting a user group
Once you are sure, click CONFIRM — the group is permanently deleted from the system.