User Roles Description

Customer Support DEALPOS
[Updated]

 

The dealpos system offers many different roles that will later be used to give or restrict access from users contained in the dealpos link that you use. 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.

In the article below will be discussed explanation for each role contained in the Dealpos system.

 

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1. Dashboard

 No  Roles Name  Description
 1.  Weekely Sales  Grant access to view "Weekly Sales" chart


2. Products

 No  Roles Name  Description
 1. View  Grant access to view "Products" section
 2. Edit  Grant access to add, edit and delete data in "Products" section
 3. Cost  Grant access to view products cost
 4.  BarcodePrintingRestriction  Restrict access to print product barcode

 

3. Sell

 No  Roles Name  Description
1. Create  Grant access to view "Sell" section
2. Date  Grant access to edit transaction date in all section
3. Number  Grant access to edit transaction number in all section
4.  Sales Person  Grant access to create sales order
5. Return  Grant access to return button in sell
6. Discount  Grant access to discount button in sell
7. UnitPriceEditor  Grant access to edit unit price in sell
8. Commision  Grant access to add commision in selll
9. TaxRestriction  Restrict access to tax button in sell
10. CustomerInputLock  Restrict access to input customer by typing in sell (can still be inputed by scanning the member code)
11. PaymentRestriction  Restrict access to pay button in sell
12. PriceVisibleRestriction  Restrict access to view unit price
13. PriceMinimum  Restrict access to sell/buy the product below the specified price
14. EmailRestriction  Restrict access to send invoice email
15. DeleteItemRestriction  Restrict access to delete item in sell cart
16. ShippingRestriction  Restrict access to shipping button in sell
17. PaymentCodeLock  Restrict access to input paymeny code in sell

 

4. Report

 No  Roles Name  Description
 1.  View  Grant access to "report" section

 

5. Contacts

 No  Roles Name  Description
 1.  View

 Grant access to "Contacts" section

 2.  Edit  Grant access to add, edit or delete data in "Contacts" section
 3.  LoyaltyPointEditor  Grant access to edit customer's loyalty point

 

6. Orders

 No  Roles Name  Description
 1.  View  Grant access to "Orders" section
 2.  Edit  Grant access to delete "Orders"
 3.  VoidInvoices  Grant access to void "Orders"
 3.  EstimateEditor  Grant access to add, edit or delete "Estimate" section
 4.  ReprintRestriction  Restrict access to repint invoice

 

7. Payment

 No  Roles Name  Description
 1.  View  Grant access to "Orders" section
 2.  Add  Grant access add payment 
 3. Edit  Grant access to edit payment


8. Debt

 No  Roles Name  Description
 1.  View  Grant access to "Debt" section


9. Delivery

 No  Roles Name  Description
 1.  View  Grant access to "Delivery" section
 2.  Edit  Grant access to add, edit or delete "Delivery" section
 3.  DeliveryRequestEditor  Grant access to edit outlet delivery when the state is "Request"
 4.   DeliveryApproval  Grant access to approve outlet delivery when the state is "Request"
 5.  DateEditor  Grant access to edit delivery date

 

10. Manufacture

 No  Roles Name  Description
 1.  Manufacture   Grant access to "Manufacture" section

 

11. Prepaid Package

 No  Roles Name  Description
 1.  View  Grant access to "Treatment"section
 2.  Edit  Grant access to add, edit or delete "treatment" section
 3.  TreatmentIncentive  Grant access to MyIncentive button in treatment
 4.   SharePackageEditor  Grant access to share customer prepaid package
 5.  TreatmentNote  Grant access to give note in every treatment

 

12. Promotion

 No  Roles Name  Description
 1.  View  Grant access to "Promotion" section
 2.  Edit  Grant access to add, edit and delete "Promotion"
 3.  PricebookEditor  Grant access to add, edit and delete "Pricebook"

 

13. Accounting

 No  Roles Name  Description
 1.  View  Grant access to "Accounting"  section
 2.  Edit  Grant access to add, edit an delete Jurnal in "Accounting" section
 3.  EmptyOutlet  Show All COA at "Accounting" section

 

14. Users

 No  Roles Name  Description
 1.  View  Grant access to "Users"  section
 2.  UserIPRestriction  Restrict user from login, where IP not in configuration
 3.  UserGroupsRestriction  Restrict access to user group
 4.  LoginTimeRestriction  Restrict login time for the user according to your setting

 

15. Outlets

 No  Roles Name  Description
 1.  View  Grant access to "Outlets"  section

 

16. Setup

 No  Roles Name  Description
 1.  View Grant access to "Setup"  section

 

17. DevTools

 No  Roles Name  Description
 1.  View Grant access to "Dev Tools"  section

 

18. Tools

 No  Roles Name  Description
 1.  View  Grant access to "Tools"  section

 

19. Calendar

 No  Roles Name  Description
 1.  View  Grant access to "Calendar"  section

 

20. Service

 No  Roles Name  Description
 1.  View  Grant access to "Service"  section

 

21. Activity

 No  Roles Name  Description
 1.  View  Grant access to "Activity"  section

 

22. Subscription

 No  Roles Name  Description
 1.  View  Grant access to "Subscription"  section

 

23. My Profile

 No  Roles Name  Description
 1.  View  Grant access to "My Profile"

 

24. Customer Display

 No  Roles Name  Description
 1.  View  Grant access to "Customer Display"  section

 

25. Kitchen Display

 No  Roles Name  Description
 1.  View  Grant access to "Kitchen Display"  section

 

 

27. Global

 No  Roles Name  Description
 1.  Editor  Grant all access to edit all active section
 2.  Export  Grant all access to export all active section

 

28. BIR

 No  Roles Name  Description
 1.  View  Grant access to "BIR" section fo export Daily Report and Shift List

 

 

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