Administration

Users

The Users page in the administration section is designed for managing user accounts and their statuses within the system

Enter the Employee Name, Email, Phone Number, UserName, Password and select Role:

The system will automatically create A unique user id for each user

When you click the Expand button on the user management page, it reveals detailed information about each user. Specifically:

Company: Displays the company or organization the user is associated with.
Locations: Lists the specific locations (e.g., branches or offices) that the user has access to within the company.
Roles: Shows the roles assigned to the user, defining their permissions and access levels within the system.

Click on the checkbox to Activate or Deactivate the user. The status of the user will change

Double-click on a specific role to view details.

Select the “Role” tab. If you want to add a new role, You can add multiple roles at once if needed.

Select “Permission” tab. Here, you can view and assign permissions to the user associated with the selected role.

Select “Module” tab. This allows you to add or choose modules that the user can access based on their role.

Select ” Locations” Tab to link locations to users and set default location

Effortlessly Manage User Roles: Easily create, delete, or assign roles to manage user permissions within the system.

Search: find roles using a search bar.

Double Click on “Users” to View users details:

Role Name: The name of the role

Permissions: Number of permissions assigned to the role.

Users: Number of users assigned to the role.

This page streamlines the establishment and allocation of your employees, aligning them with their respective titles.

Enter the name of the Role like cashier, supervisor, etc. in the main language of the system.

Modifying records.

To edit the record, click on the view button make the necessary changes, and click on the update button.

Like adding a new user to the users in the administration.

And Add Existing employees that are created in the HR module or in the HR tab in the accounting module,

To delete the record, click on the delete button.

Note: Users who don’t have a role cannot open shifts.

POS machine Permissions

This page facilitates the assignment of the point-of-sale billing permissions to roles.

The user can set a specific role for each task like void, return, etc. to give the role (permission) to perform the actions.

Each action can be assigned multiple permissions roles.

Modifying records:

To edit the record, click on the edit button make the necessary changes, and click on the Save button