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How To: Manage User Role in POS Administration

Owned by
Aparajita Basu Roy
Sept 14, 2022
3 min read

Roles are necessary to define the privileges that a user would have. A user will be able to work in Ginesys POS, based on the access provided to him by the POS Administrator in his selected role.

 Create User Role

This article describes how to Create new role for user at POS Administration.

Pre-requisites

  1. The users' role must have access to the Role Management feature by enabling the Add app operation for the feature in Admin - Security - Roles (Cashier etc) - Access Rights - Administration - Security.
  2. The role policy to be tagged to the role must be present.
  3. Providing a name for the role policy is mandatory.

Step-by-step guide

The steps are as follows:

  1. Go to Ginesys POS - Administration - Security - Policy - Roles. 
  2. A list of roles appear.
  3. Click on the Add button. The Security Role window opens.

  4. Under the Role tab, fill in the Nameof the role.

    The Name should not be more than 50 characters in length.


  5. Enter a description about the role in the Description field.
  6. Click on the browse button beside the Security policy field. The Policy Lookup window opens.
  7. Select the desired role policy from the list and click OK.

  8. Now go to theAccess Rightstab, and selectthe options you want to give access to in the role policy. On the right hand side, in theAvailable operationssection, select the app operation you want the user to have access to.

    You need to first select the main modules (Administration, Back Office, etc), followed by the options.


    For example: Select Administration (it will enable the immediate options under it like System, Security and Policy). Then if you select Security (the options under it - User Management and Role Management - will be enabled). Select User Management.

    Now go to Available operations on the right hand side and select Add.

                  

    This means, the user with this particular role has Administrative right and would be able to add new users.

  9. Once done, click OK.
  10. Record saved successfully. - message is displayed on the screen. Click OK
  11. The new role will be added to the list.
  12. Click Cancel to close the Security Role window.
 Edit or Modify User Role

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

Pre-requisites

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

  3. The user's own role appears as read-only data to him. Therefore he cannot edit it.

    In case, the user needs to edit his own role, then he has to log in from a different user different role with rights to edit roles.

Step-by-step guide

The steps are as follows:

  1. Go to Ginesys POS - Administration - System - Security - Roles.
  2.  A list of roles appear.
  3. Select the role you want to edit.
  4. Click on the Modify button. The Security Role window opens.
  5. Add / modify as required (in the similar process as while creating new roles).
  6. Once done, click OK.
  7. Record saved successfully. - message is displayed on the screen. Click OK.

Delete Role details

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

  1. The user can delete the details of an existing Role in the following way:
  2. Selecting the Role and click on the Delete button.
  3. A message is displayed - Are you sure you want to delete this record? - If you want to delete the role, then click Yes, or else, click No.
  4. If you click Yes, then the role will be deleted and the if you click No, then the system will direct you back to the list of roles.

To mark the Role as Extinct

To mark the details of an existing Role as Extinct, the users' role must have access to the Role 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 Role as Extinct in the following way:

  1. Selecting the Role 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 User Role

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

Pre-requisites

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

Step-by-step guide

The steps are as follows:

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