How to Create and Manage User Roles in Tijarah360 POS

Creating a new user ("Manager," "Cashier," "Admin," "Driver," "waiter," "Test") in tijarah360 pos.

This guide provides a step-by-step process for creating a new user in Tijarah360. By adding users with specific roles and permissions, you can streamline operations and control access to your business system.

Step 1: User Details

  1. Profile Picture: Click the profile icon to upload a user photo or logo (optional).

  2. Full Name: Enter the user’s full name.
    Example: "Omar Al-Farhan"

  3. Email Address: Provide the user’s email address for account notifications and access.
    Example: "omar.alfarhan@example.com"

  4. Phone Number: Add the user’s contact number, including the country code.
    Example: "+966 555123456"

  5. Roles: Assign a predefined role to the user. Roles determine the user’s permissions within the system.
    Example: "Manager," "Cashier," "Admin," "Driver," "waiter," "Test".

  6. Locations: Assign the user to specific business locations.
    Example: "Riyadh Warehouse, Jeddah Store"

    Note: Customized permissions will be reset when the role is changed.

Step 2: Credentials

  1. Web Password: Set a secure password for the user to access the web dashboard.
    Example: "Omar@12345"

  2. Confirm Web Password: Re-enter the password to confirm.

  3. POS Pin: Assign a numeric PIN for the user to access the Point of Sale (POS) system.
    Example: "1234"

    Tip: Use unique passwords and PINs for security.

Step 3: Save the User

  1. Review all details to ensure they are accurate.
  2. Click Create to finalize the user profile.

Example Workflow: Creating a Store Manager

  1. User Details:

    • Full Name: "Omar Al-Farhan"
    • Email Address: "omar.alfarhan@example.com"
    • Phone Number: "+966 555123456"
    • Role: "Manager"
    • Locations: "Riyadh Store"

  2. Credentials:

    • Web Password: "Omar@12345"
    • Confirm Web Password: "Omar@12345"
    • POS Pin: "5678"

  3. Save: Click Create to add the user.

Use Case Scenarios

  • Store Manager: Assign a "Manager" role to oversee operations and access all locations.
  • Cashier: Limit access to the POS system and assign to specific store locations.
  • Inventory Staff: Assign permissions to manage inventory and stock transfers.

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