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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. This article shows how to manage Users for HO controlled and centrally managed store.

Expand
titleAdd Global User

Prerequisite

  1. The users' role must have access to the Add app operation in the User feature in Admin - Security - User - Role through Desktop POS Manager - Security - Manage - User.
  2. The Sites must be created and published.

Step-by-step guide 

The following steps are to be executed:

  1. Go to Desktop POS Manager - Security - Manage - User.

  2. User List module opens.

  3. Click on Add button.

  4. User window will open.

  5. Fill the Identity and Contact Information of user.

    Info

    Note: Employee No., Full Name, User Name and Password are mandatory fields.


  6. Click on Save & Close button.

    Warning
    titleImportant information

    In case of Web API user, even if a POS site (store) is not HO controlled the above step has to be executed. (Ginesys Version 11.135.0 onward)


  7. Now run Data Sync from both HO and the centrally managed stores.

...

Expand
titleEdit Global User

Prerequisite

  1. The users' role must have access to the Modify  app operation in the User feature in Admin - Security - User - Role through Desktop POS Manager - Security - Manage - User.
  2. The Users must be created and published.

Step-by-step guide 

The following steps are to be executed:

  1. Go to Desktop POS Manager - Security - Manage - User.

  2. User List module opens.

  3. Double click on the user you want to edit.
  4. User window will open.
  5. Edit the required field.

    Info

    Note: You cannot edit Employee No. and User Name.


  6. Click on Save & Close button.
  7. Now run Data Sync from both HO and the centrally managed stores.

To go back to the main page click on the link: Managing POS Users from Ginesys HO