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How To: Manage Users at POS Administration

Owned by Aparajita Basu Roy
Sept 14, 2022

The person who has the rights to access the particular POS modules, called Users. The POS users are managed in POS Administration section for un-managed site.

 Create Users

This feature lists the various users who would be logging in to use the system in various capacities. Users can only be created at the store if the store is not HO-controlled. This article shows you how to create users for Ginesys POS

Pre-requisites

  1. The users' role must have access to the User Management feature by enabling the Add app operation for the feature in Admin - Security - Roles through Access Rights - Administration - Security.

  2. The role for the user must be defined and assigned.

  3. Providing a Username for the user is mandatory.

  4. Password is required.

  5. Employee number is required.

  6. Full Name of the user is required.

Step-by-step guide

The steps are as follows:

  1. Go to Ginesys POS - Administration - System - Security - Users. A list of users appear.

  2. Click on the Add button. The Application User window opens.

  3. Under the Identity tab, fill in the following details:

    1. Employee no.

      The Employee no. should not be more than 20 characters in length. It may contain alphabets, numbers and underscore ('_') only.

    2. Full Name

      The Full Name should not be more than 100 characters in length. 

    3. Username

      The Username should not be more than 50 characters in length. It may contain alphabets, numbers and underscore ('_') only.

    4. Password

      The Password should not be more than 20 characters in length. It may contain alphabets, numbers and underscore ('_') only.

    5. Role

  4. Under the Contact Information tab, fill in the contact details of the user:
    1.  Address (1-3)
    2. State
    3. City
    4. Pin
    5. Email
    6. Mobile
    7. Phone (1-2)

  5. Once done, click OK.

  6. Record saved successfully. - message is displayed on the screen. Click OK.

  7. Click Cancel to close the Application User window.

  8. The new user will be added to the list.
 Edit Users

This article describes how to Edit Users in the Administration section in Ginesys POS.

Pre-requisites

  1. The users' role must have access to the User Management feature by enabling the Modify app operation for the feature in Admin - Security - Roles (Cashier etc) - Access Rights - Administration - Security.

  2. The user must be present.

Step-by-step guide

The steps are as follows:

  1. Go to Ginesys POS - Administration - System - Security - Users.
  2.  A list of users appear.
  3. Select the user you want to edit.
  4. Click on the Modify button. The Application User window opens.

  5. Add / modify as required (in the similar process as while creating new user)

    Only Employee no. field cannot be edited.

  6. Once done, click OK.
  7. Record saved successfully. - message is displayed on the screen. Click OK.

Delete User details

To delete the details of an existing User, the users' role must have access to the User Management feature by enabling the Delete app operation for the feature in Admin - Security - Roles (Cashier etc) - Access Rights - Administration - Security.

The user can delete the details of an existing User by selecting the User and clicking on the Delete button.

To mark the User as Extinct

To mark the details of an existing User as Extinct, the users' role must have access to the User Management feature by enabling the Modify app operation for the feature in Admin - Security - Roles (Cashier etc) - Access Rights - Administration - Security.

The user can mark an existing User as Extinct in the following way:

  1. Selecting the User from the list.
  2. Click on the Edit button (or by double click on it).
  3. Tick the checkbox  in the This record is extinct button and click OK.
 Delete Users

This article describes how to Delete users in the Administration section in Ginesys POS.

Pre-requisites

  1. The users' role must have access to the User Management feature by enabling the Delete app operation for the feature in Admin - Security - Roles (Cashier etc) - Access Rights - Administration - Security.
  2. The user must be present.

Step-by-step guide

The steps are as follows:

  1. Go to Ginesys POS - Administration - System - Security - Users.
  2.  A list of users appear.
  3. Select the user you want to delete
  4. Click on Delete button.
  5. You will get a message -"Are you sure you want to delete this record?"
  6. If you click on Yes, the user will be deleted.