Creating and Managing a User Role
What are User Roles?
User roles define a specific set of responsibilities and permissions assigned to a person or group within the organization. They determine what actions a user can perform and what information they can access, ensuring that each individual has the appropriate level of access for their tasks.
This article also covers managing user roles, including creating, updating, and deleting them
Managing User Roles
1. Go to System Configuration from the menu bar.
2. Select User Management.
3. Choose User Role.
- Create: Add a new user role.
- Edit: Add or remove usernames from an existing role.
How to Create a User Role
1. On the same page, find the green buttoon [NEW] at the top-right corner.
2. A form will appear displaying all usernames currently in the system.
3. Enter a name for the new user role.
Examples of user roles include Cashier, Manager, and Admin.
4. Select the usernames to be assigned to this role.
5. Click [SAVE] to finalize the creation.
The user role name cannot be changed later.
Update an Existing User Role
1. In the User Role page, find the user role, double-click it, or click [EDIT].
2. The system will display the currently assigned username under the selected role.
3. Add or remove username as needed, then save your changes.
Deleting a User Role
1. . In the User Role page, select the role and click [DELETE].
2. A confirmation message will appear.
Each roles may have different permission level, click here to learn how to configure the permissions.
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