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.

Setting Roles and Permission is important for Groups so that they have access according to their respective Positions and also which Outlets they have access to. And each role function can be checked in the article

Table of Content :

I. Give Role for Groups

II. Set Group Outlet Permission


I. Give Role for Groups

Step 1. Go to Users Menu - Groups - Select a Group

Choose Group

Step 2. Edit Group Form - Submit

In the group form, you can set the roles of the Group based on what you want, you only need to checklist and uncheck the roles that you want to give access to or not.

Then, click Submit


II. Set Group Outlet Permission

For the record, User Access and Group Access have different Outlet Permission. If one group has many users and those users can only access one outlet, then you can directly manage the group permission to access the selected outlet. But if one group has many users in the different outlets, then you can set each user for which outlet they can access.

After you set group roles, you can also limit the access of each group to your outlets. The steps are as follows:

Step 1. Go to Users Menu - Groups - Select Group

Choose a Group to edit

Step 2. Outlet - Set Permission Level to Outlet - Save

Edit Group Outlet Permission

Here's an explanation table for each access :

No

Permission

Description

1

No Access

The Group does not have access to the outlet

2

Peek

Group can check inventory at the outlet

3

Read

Group can check inventory & orders at the outlet

4

Write

Group can create a new orders at the outlet

Example :

Group Outlet Permission

Group : Cashier

Outlet :

  • Grand Indonesia: Write (Can make a New Sales Order, see Inventory, Orders at the Outlet)

  • Kota Kasablanka: Read (Can see Orders, Inventory at the Outlet)

  • Plaza Festival : Peek (Can see Inventory at the Outlet)

  • Warehouse : No Access (Doesn't have any access at the Outlet)

Outlet Write Create a Sale Order
Outlet Read Orders
Outlet Peek Inventory

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