Yes, Tijarah360 allows you to assign different roles and permissions to your staff to ensure secure and efficient business operations. The role assignment feature ensures that each staff member has access only to the tools and modules they need based on their responsibilities.

Steps to Assign Roles in Tijarah360

Step 1: Navigate to User Management

1. Log in to your Tijarah360 Dashboard.
2. Go to the Users or Staff Management section.
3. Click on Create New User to add a new staff member.

Step 2: Enter User Details

1. Full Name:

   • Enter the staff member's full name.

2. Email Address:

   • Provide a unique email for the staff member. This will serve as their login credential.

3. Phone Number:

   • Add the staff member's contact number for verification and communication.

4. Locations:

   • Assign the user to specific locations or branches where they will operate.

Step 3: Assign a Role

1. Predefined Roles:

   • Select a predefined role from the dropdown:
     • Admin: Full access to all modules, settings, and financial reports.
     • Manager: Access to operational and reporting modules but restricted from certain admin settings.
     • Cashier: Limited access to sales and billing operations only.
     • Inventory Manager: Access to inventory-related modules to manage stock, purchase orders, and suppliers.

2. Custom Roles (Optional):

   • If predefined roles don’t meet your needs, you can create a custom role with tailored permissions:
     • Grant or restrict access to specific modules, such as accounting, inventory, or reports.

Step 4: Set Credentials

1. Web Password:

   • Create a secure password for the staff member to access the Tijarah360 web platform.

2. POS Pin:

   • Assign a unique PIN for accessing the POS terminal.

Step 5: Save the User

1. Double-check all entered details and assigned roles.
2. Click Create to finalize the user setup.
3. Notify the staff member of their credentials and assigned role.

Example Workflow: Assigning Roles

Scenario 1: Creating a Cashier

• Full Name: John Doe
• Email Address: john.doe@example.com
• Role: Cashier
• Locations: Riyadh Store
• Credentials:
  • Web Password: Generated
  • POS Pin: 1234

Scenario 2: Creating an Inventory Manager

• Full Name: Sarah Ahmed
• Email Address: sarah.ahmed@example.com
• Role: Inventory Manager
• Locations: Jeddah Branch
• Modules Access: Inventory management and stock tracking.
• Credentials:
  • Web Password: Generated
  • POS Pin: 5678

Benefits of Assigning Roles

1. Enhanced Security:

   • Restrict access to sensitive information such as financial reports or customer data.

2. Improved Accountability:

   • Track actions performed by each staff member within their assigned modules.

3. Streamlined Operations:

   • Ensure staff focus on tasks relevant to their roles without unnecessary access.

4. Multi-Location Support:

   • Assign specific roles and permissions to staff working in different branches.

FAQs

Q: Can I change a staff member’s role later?

Yes, roles can be updated anytime through the Users section.

Q: Can one staff member manage multiple locations?

Yes, you can assign multiple locations to a single user.

Q: Can I track staff activity in Tijarah360?

Yes, activity logs help monitor staff actions for accountability and transparency.