Set roles and privileges for different users to allow them to access the tools they need to perform their job duties.
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In the Navigation menu, go to Administration > User Manager.
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Select the user in the User pane.
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In the Access Control pane, assign at least one Role to the user by clicking on the Role (it will highlight in green).
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The Sample Nav pane offers a preview of menu options to which the user has access given their assigned Role.
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The Additional Privileges pane displays all the actions available to the user, highlighted in grey.
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To give the user access to more actions:
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You can assign more than one Role to the user simply by clicking on additional Role options.
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(5)You can also manually grant the user access to specific actions by finding and clicking on the actions in the Additional Privileges pane. Privileges granted manually will highlight in green.
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User Privilege History
The reporting tool now offers a "User Privilege History" datasource which details the all users permission history, and who granted them access. Review the following System Reports to access this information quickly:
- User Privileges - Full History
- User Privileges - Point in Time
- User Privileges - Present
Roles and Default Privileges
Refer to the table below for a full list of default privileges granted to each Role. Jump to this article for a list of all privileges and what functionality each grants to the user.
General Function Terms
read - allows user to view only, no editing
create - allows creation within tools
edit - performs edit functions within data
Core Function Prefixes
config (configuration)
- Attributes
- Brand Editor
- Device Register (Manage Terminals)
- Feed Manager
cust (Customer Service Manager)
- Order Managing
- Issuing Store Credit
- Customer Information
- Test Printing
- Scale Weights
- Shipment Wave
inventory
- Container Creation/Move
- Lot Printing/Voiding
- Receiving Inventory
invtransfer (Inventory Transfer)
- Inventory Moves
media
- Bulk Media and Product Family/SKU Media upload
- Viewing Media within RetailOps
notes
- Note creation and editing
payment (inside of Customer Service Manager)
- Authorizations
- Settlements
- Void
photosample
- Photo Sample Tool
po (Purchase Order)
- Create Purchase Order
- Search/View Purchase Orders
product
- Product Management Tool (PMT)
- Advanced Product Editor (APE)
- Search Product Tool
rcvprod (Receive Product)
- Receiving Tool
rcvship (Receive Shipments)
- Log a Shipment
- Shipment Search
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