The Security tab in Desktop POS Manager controls and manages the creation and allocation of various Roles and Users, including Sales Persons for HO Controlled POS sites.
This article is a collation of all articles that will enable creation and management of Security through GINESYS in the mentioned order:
- POS users are created in HO for managed site. Managing POS Users from Ginesys HO article is a combination of various documents related to POS users.
- Stores are often managed by the HO to maintain the sanctity of transactions for security of data. The users and their roles are created and managed at the HO level offering the HO more control and greater flexibility in policy making. How To: Manage global users for HO controlled and centrally managed store describes the process of manage Global Users.
- A role is a set of rights and norms designed by an accredited person to access specific modules of a particular system. How To: Add, Edit & Delete POS User Role in Ginesys HO describes the setup process of manage Users Role.
- Policy is the course of action introduced or pursued by an organisation or individual. You can create certain set of rules for a particular user by Role Policy. How To: Create, Edit & Delete POS User Role Policy in Ginesys HO describes the setup process of manage Role Policy.
- Various users who will log in as different role to use the Ginesys system in various capacities, are created in the Ginesys HO for HO managed store. HO needs to Assign those users to the particular store so that those users can access the system. How To: Manage & Delete User Assignment at Ginesys HO describes the process of Assignment User.
- Sales Persons are those who actually make the sale to the customer while assisting and guiding their purchase decisions. If a store is HO controlled, then the sales persons are added to the Sales Person master at Ginesys HO and assigned to the particular store. Managing and Assigning Sales Person at Ginesys HO describes the process of Manage Sales Person.