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How To: Manage Role Policy at POS Administration

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

Policies related to POS are defined by HO and synced to all POS sites. But the privilege to define and assign role policies may be provided to the administrators of the store. These role policies help the store administrators to control the store operations by giving specific roles to specific users. 

For example: A store has 2 cashiers and 1 manager. The manager decides to allow Cashier 1 the privilege to allow a discount of 10% maximum whereas Cashier 2 would have the privilege to allow a discount of 12%. Therefore, he creates two different role policies for them and tags them to their User accounts.

 Create Role Policy

This article describes how to Create new role policies in Ginesys POS.

Pre-requisites

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

  2. The users' role must be allowed to change and delegate policies by HO. There are two scenarios involved here:

    You can check the permission by following the path: Ginesys Web - Retail Management - Setup - Site Policy - Configured User Settings. In the Configured Settings section, look for the Can Change and Can Delegate check-boxes beside .

    The Can Change option allows the user to operate on the particular setting and the Can Delegate option allows the user to give the rights to other users.

    1. If the store is HO controlled, then the user (whose role policy is being created) needs to have the permission to change and delegate using the Can Change and Can Delegate options from HO.
    2. If the store is POS controlled, then the manager with the above mentioned rights will be able to create, change and assign the policies to other users of the site.
  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 - System - Policy - Role Policies.
  2. A list of policies appear.
  3. Click on the Add button. The Role Policy window opens.
  4. Under the Policy Detail tab, enter a name and remarks in the Name and Remarks fields respectively.
  5. Now go to the Configured User Settings tab. 
  6. A list of settings appear in the Available settings section. 
  7. Select the setting you want to configure to the role and click on the Select --> button.
  8. The selected setting will now appear on the right hand side in the Configured settings section.
  9. Add more settings in the similar process.
  10. Once done, click OK.
  11. Record saved successfully. - message is displayed on the screen. Click OK.
  12. Click Cancel to close the Role Policy window.
  13. The new role policy will be displayed in the list.
 Edit Role Policy

This article describes how to Edit new role policies in Ginesys POS.

Pre-requisites

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

Step-by-step guide

The steps are as follows:

  1. Go to Ginesys POS - Administration - System - Policy - Role Policies.
  2. A list of policies appear.
  3. Select the role you want to edit.
  4. Click on Edit button.
  5. The Role Policy window will open. 
  6. Modify the required fields.
  7. Click on OK to save the modified data.  
 Delete Role Policy

This article describes how to delete role policies at the store.

Pre-requisites

  1. The users' role must have access to the Role Policy Management feature by enabling the Delete app operation for the feature in Admin - Security - Roles (Cashier etc) - Access Rights - Administration - Policy.
  2. The role policy to be deleted must not be tagged to any role.

Step-by-step guide

The steps are as follows:

  1. Go to  Ginesys POS - Administration - System - Policy - Role Policies. A list of policies appear.
  2. Select the role policy you want to delete.

  3. Then click on Delete button.

    The role policy must not be tagged to any role.


  4. A dialog box appears asking if you want to delete the policy. If you want to delete the policy, then click Yes, or else click on No.
  5. The required policy will be deleted from the list.