Role management

What is Role Management?

Role management is the process of defining, assigning, and overseeing roles and permissions within an organization or system. It ensures that users have the appropriate level of access to resources and functionalities based on their roles and responsibilities. This guide provides an overview of role management and its significance in maintaining security and operational efficiency.

 

Default Role in POS:

Shopowner - has access to all roles.
Cashiers - have access to certain roles.
Waiters - are only allowed to place orders.

 

Cashier and waiter accounts do not have the accessibility to edit roles or add accounts unless access is granted to the account. By default, only owner and manager accounts can set roles or add accounts.

 

How to set up Role Manage?

1. Add New Role: 

1. Log in the Back Office with your OrderPin POS System credentials.
2. On the sidebar of the Back Office, select Staff > Permission Management > Role.
3. Click the button "+New Role".

2. Define Roles:

• For each role, create a detailed profile outlining the responsibilities, necessary permissions, and level of access required.
• E.g. : Manager, Kitchen Staff, Punch Card and etc.

3. Assign Permissions:

Assign appropriate permissions to each role based on their responsibilities. Ensure that each role has only the necessary permissions to perform their tasks.

 

Edit the role

Why can't I edit the role?

Default roles are non-editable. If you want to give the role more permissions or reduce his permissions, you should create a new role, assign appropriate permissions that the role already has before, and then add or reduce the permissions that you want to manage for the specified role.

Adding permissions to Cashiers or Waiters

1. "Add New Role" first.
2. Edit the permissions for the new role as the default role. 
3. Add the permission that you want to operate for the default role like Cashiers and Waiters

This is the interface of the role "Waiter", which is provided by the POS system.

And this is the interface of the new role you add, which is editable by enable or disable the button beside the options.

Reducing permissions to Cashiers or Waiters

1. "Add New Role" first.
2. Edit the permissions for the new role as the default role. 
3. Reduce the permission that you want to operate for the default role like Cashiers and Waiters

This picture shows that Waiters have the printing permission before.

Creat the copy role as a Waiter without the printing permission. 

 

Let's do a verification for the new role "Waiter can't print" in the following to show the effect after editing the role.

1. Set up an account with the new role "Waiter can't print".
2. Login the POS system with the account whose role is "Waiter can't print".

You can see here is the interface of the role who is "Waiter can't print".

And here is the interface of the role "Waiter".

 

This is a way for us to edit existing roles, and we will be able to copy characters in the future, which will be much easier and faster than the current role editing way, so stay tuned.