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User Roles Description
User Roles Description

An explanation for the User to change each user's roles

Marissa Arnindia avatar
Written by Marissa Arnindia
Updated over a week ago

DealPOS system offers many different roles for users that later on can be used to give or restrict access from users contained on to DealPOS link uses.

At present DealPOS has roles with a new UI-friendly look, which makes it easy for you to do my role settings for your user group.

If you cannot access the user's menu with your username, you may check your roles at "Profile - Roles". Here you can check all of the access that has been given to you, and you can tell your admin if you don't have any access to the related menu.

My Profile
My Profile Roles

The following steps below are the explanations for each role contained on DealPOS.

Step 1. Go to Users, Select Tab Groups, then Choose Any Group

Choose Admin group to set up.

View Group Access

Step 2. View Group Access

In this part, you will see all of the rules that you can choose.

Example :

What Admin can have access to? So, it depends on our needs.

Group Roles

Recently, you can select all roles per section, so when you make a role user that can have full access you do not have to select one by one, per section.

1. Dashboard

Roles

Description

Weekly Sales

Grant access to view the "Weekly Sales" chart

2. Products

Roles

Description

View

Grant access to the view products section

Create

Grant access to create the "Products" section

Edit

Grant access to add, edit, and delete data in the products section

Delete

Grant access to the delete products section

Cost

Grant access to the view products cost

ImageEditor

Grant access to input or edit images of products

BarcodePrinting Restriction

Restrict to create a barcode for products

Commission View

Grant Access to view the "Commission" tab in Variant Info

3. Estimate

Roles

Description

Create

Grant access to view the "Estimate" section

Edit

Grant access to add, edit, and delete data in the "Estimate" section

Delete

Grant access to delete the estimate section

4. Shift

Roles

Description

View

Grant access to view the "Shift" section

Create

Grant access to create the previous "shift" section

Edit

Grant access to add, and edit the previous "Shift" section

Delete

Grant access to delete the previous "shift" section

5. Sell

For, Sell Section is divided into 3 sections. Sell, Sell UI, and Sell Restriction, the differences are :

  • Sell
    Basic access to the selling feature

  • Sell UI :
    Grant access to the sales UI

  • Sell Restriction
    Restrict access to some sales feature

Roles

Description

Create

Grant access to view the "Sell" section

Edit

Grant access to edit Invoice order

Delete

Grant access to delete the "Sell" section

Date

Grant access to edit transaction date in all section

Return

Grant access to the return button on the sell

Number

Grant access to edit transaction numbers in all section

Sales Person

Grant access to create a sales order

Discount

Grant access to the discount button on the sell

6. Sell UI

Roles

Description

PriceEditor

Grant access to edit unit price on sell

PriceVisible

Grant access to view unit price

DeleteItem

Grant access to delete items in sell cart

Pay

Grant access to the pay button in Sell

Email

Grant access to send invoice email

Tax

Grant access to the tax button in Sell

Fulfillment

Grant access to the fulfillment button in Sell

Retrieve

Grant access to access retrieve button

BundlingPrice

Restrict access to the bundling price of all the products on sell

PricebookSelector

Grant access to select Pricebook "Select" section

Commission

Grant access to assign commission for Sales Person

7. Sell Restriction

Roles

Description

CustomerInputLock

Restrict access to input customer by typing in sell (can still be inputted by scanning the member code)

PriceMinimum

Restrict access to sell/buy the product below the specified price

PaymentCodeLock

Restrict access to input payment code on sell

CreditSalesLock

Restrict access to lock sales by credit on sell

CouponInputLock

Restrict access to input coupon by typing in Sell (can still be input by scanning the coupon code)

8. Report

Roles

Description

View

Grant access to view the main "report" section

Advanced

Grant access to get a full view "report" tab

Profit

Grant access to show a profit on the "report"

9. Contacts

Roles

Description

View

Grant access to the "Contacts" section

Create

Grant access to create a "Contact" session

Edit

Grant access to add, edit, or delete data on the "contacts" section

Delete

Grant access to delete the "Contact" session

LoyaltyPointEditor

Grant access to edit customer's loyalty points on "contacts"

ImageEditor

Grant access to input or edit images of contacts

ContactDetail

Grant access to view contact detail

10. Orders

Roles

Description

View

Grant access to the "Orders" section

SupplierBill

Grant access to the "Orders" Supplier Bill section

VoidInvoice

Grant access to void "Orders"

Restore

Grant access to Restore Invoices in the Recycle bin

Erase

Grant access to Erase Invoices in the Recycle bin

NoteEditor

Grant access to add a note in invoice info

Reprint

Grant access to reprint invoice

Invoice

Grant access to invoice

11. Payment

Roles

Description

View

Grant access to view the "Payment" section

Create

Grant access to create the "Payment" section

Edit

Grant access to edit the "Payment" section

Delete

Grant access to delete the "Payment" section

PaymentDateEditor

Grant access to Edit "Payment" Date

12. Debt

Roles

Description

View

Grant access to view the "Debt" section

Create

Grant access to create the "Debt" section

Edit

Grant access to edit the "Debt" section

Delete

Grant access to the "Delete" section

13. Inventory

Roles

Description

View

Grant access to view the "inventory" section

Edit

Grant access to edit the "inventory" section

14. Adjustment

Roles

Description

Create

Grant access to create the "Adjustment" section

View

Grant access to view the "Adjustment" section

Edit

Grant access to delete the "Adjustment" section

Delete

Grant access to delete the "Adjustment" section

Approval

Grant access to approve transfer orders when the state is "Request"

15. Buy

Roles

Description

Create

Grant access to access the "Buy" Section

Edit

Grant access to edit Purchase

Delete

Grant access to delete a transaction on "Buy"

DateEditor

Grant access to edit invoice date on "Buy"

Report

Grant access to access the "Purchasing Report" on the menu Report

ShippingRestriction

Restrict access to shipping on "Buy"

Approval

Grant access to confirm a request on "Buy"

16. Logistics

Roles

Description

View

Grant access to view the "Logistic" section

Create

Grant access to create the "Logistic" section

Edit

Grant access to edit the "Logistic" section

Delete

Grant access to delete the "Logistic" section

Outbound

Grants access to the Outbound logistics section

TransferOrderEditor

Give Access to Edit Transfer Order when the state is REQUEST

TransferOrderApproval

Grants access to Approve Transfer Order

TransferDateEditor

Grant access to edit Transfer Order Date

TransferOrderReceiver

Grant access to receive items from Transfer Order

17. Manufacture

Roles

Description

View

Grant access to View "Manufacture" section

Create

Grant access to create the "Manufacture" section

Edit

Grant access to edit the "Manufacture" section

Delete

Grant access to delete the "Manufacture" section

18. Prepaid Package

Roles

Description

View

Grant access to view the "Prepaid Package" section

Create

Grant access to create the "Prepaid Package" section

Edit

Grant access to edit the "Prepaid Package" section

Delete

Grant access to delete the "Prepaid Package" section

TreatmentIncentive

Grant access to add incentive for doctors on "Prepaid Package"

SharePackageEditor

Grant access to make share package on "Prepaid Package"

TreatmentNote

Grant access to give a note on treatment on the "Prepaid Package"

Doctor

Access Menu Doctor Statistics

19. Promotion

Roles

Description

View

Grant access to view the "Promotion" section

Create

Grant access to create the "Promotion" section

Edit

Grant access to edit the "Promotion" section

Delete

Grant access to delete the "Promotion" section

Coupon

Grant access to get view coupon promotion tab

Pricebook

Grant access to get view price-book tab

20. Accounting

Roles

Description

View

Grant access to view the "Accounting" section

Create

Grant access to create the "Accounting" section

Edit

Grant access to edit the "Accounting" section

Delete

Grant access to delete the "Accounting" section

DateEditor

Grant access to edit date in all section

Report

Grant access to the view reports section

Ledger

Grant access to view flow in/out of Chart of Account on General Ledger

EmptyOutlet

Grant access to show all outlets on "Accounting"

ClosingEditor

Grant access to do closing on "Accounting"

Advanced

Grant access to do advanced settings on "Accounting"

Recurring

Grant access to do Recurring "Accounting"

21. Users

Users General Access

Roles

Description

View

Grant access to the "Users" section

Create

Grant access to create the "Users" section

Edit

Grant access to edit the "Users" section

Delete

Grant access to delete the "Users" section

Groups

Restrict access to a user group

User Restriction Access

Roles

Description

LoginTimeRestriction

Restrict login time for the user according to your setting

UserIPRestriction

Restrict users from login, where IP is not in the configuration

22. Outlets

Roles

Description

View

Grant access to the "Outlets" section

Create

Grant access to create the "Outlet" section

Edit

Grant access to edit the "Outlet" section

Delete

Grant access to delete the "Outlet" section

23. Setup

Roles

Description

View

Grant access to view the "Setup" section

Create

Grant access to create data in the "Setup" section

Edit

Grant access to edit data in the "Setup" section

Delete

Grant access to delete data in the "Setup" section

Webhook

Grant access to get a webhook tab in more menu

Developer

Grant access to get the developer tab in more menu

24. Service

Roles

Description

View

Grant access to the "Service" section

25. My Profile

Roles

Description

View

Grant access to view the "My Profile" section

Notification

Grant access to get any notification on your link

Subscription

Grant access to view subscription

Activity

Grant access to the "Activity" session

26. Global

Roles

Description

Export

Grant all access to export all active section

27. Apps

Roles

Description

Marketplace

Grant access to integration of your DealPOS account with the marketplace (Shoppee, Tokopedia, etc)

Jurnal

Grant access to integrate your DealPOS account with Jurnal. id

Tools

Grant access to Tools

CustomerDisplay

Grant access to CustomerDisplay

OrderDisplay

Grant access to OrderDisplay

28. Fulfillment

Roles

Description

View

Grant access to view fulfillment menu & fulfillment list

Create

Grant access to create fulfillment includes sending outbound logistics, pick fulfillment

Edit

Grant access to edit fulfillment including edit outbound logistics, pack fulfillment, and ship fulfillment

Delete

Grant access to delete fulfillment including delete outbound logistics

Ship

Grant access to change fulfillment status to ship


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