To facilitate setting up users, the system has a list of common user types already available: Administrators, Cashiers, CO Users, and Managers. You can assign the user to one of the default groups or a custom group. All users are assigned to a user group, which determines how the user interacts with the software.
Note: Once a user is assigned to a user group, the user group cannot be deleted.
If you create a custom user group, you can select which rights to assign.
1. Go to Admin > User Groups.
2. Click New User Group.
3. In the Quick View pane on the left, enter a descriptive user group name in the Group Name field.
4. In the Group Rights area (Community, Menus, POS, Inventory, Reports, Admin), select the Group Access Rights you want to assign to that group:
•Enabled: Permits members of the group to open the selected screen and view data/records.
•Edit: Permits members of the group the rights of the Enabled level and the ability to edit data.
•Create: Permits members of the group the rights of the Enabled and Edit levels, and the ability to add new data/records.
•Delete: Permits members of the group the rights of the Enabled, Edit, and Create levels, and the ability to delete data.
5. When you click Standard under Reports in the Group Rights list, a Standard Report Permissions section appears. By default, users have access to all reports.
To limit access, select the appropriate report category from the Category drop-down list (for example, Inventory) and check the Hide checkbox next to the reports to which the user group should not have access.
6. The Show Student Eligibility Information option at the bottom of the Group Rights list is enabled by default (the Enabled checkbox is checked). If the Enabled checkbox is unchecked (disabled), users who are members of the selected group cannot see student eligibility information in FOH.
7. Click Save.