Tag: role

User Roles and Permissions

This article shows and explains the different permissions in each group You need to be able to be able to limit permissions of some users. Not every user should have access to everything in the system.  How to edit permissions: 1. Click Maintenance 2. Click Users 3. Select the User to add to a group or select Groups 4. Once in the User account you can select the drop down and choose the group you want to apply  Note: If you want you can choose entire groups ex: Manager, Administrator. Or you can choose individual permissions in each section. Different permission types: Security Permissions Here you will see a list of user groups. You select a premade group so it auto assigns them the permissions that come with that group. General Permissions This is where you can allow users to get permissions for Customers,

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Creating and Editing User Groups and Roles

This article will describe user groups and what permissions each comes with. It is important to have different types of accounts so that you can separate roles. There are some actions or reports you may not want an entry level or standard level employee to have access to. You can do this my setting different permission levels to different groups.  When a user is put into a group they get the permissions that are set to that group. To learn more about permissions click here. In order to edit groups: 1. Click Maintenance 2. Click Users 3. Click Groups 4. Click on a group to edit the permissions that come with that group or click on the green “New Group” button near the top right of the screen Suggested role types are:   Managers Administrators Accounting Cashiers Valet Custom Defining Roles:Administrator – This is the highest level of

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