How to create a Designation in RetailEasy on-cloud?
In RetailEasy on-cloud, the domain users, (employees of your store) can be assigned a Designation, based on which the access can be classified. This will define the access hierarchy to your domain, and enhance the domain security. If the managers and salesmen of the sales department in a retail store are registered to the domain, the designation will easily let you assign their menu and sub-menu access limits according to the designation.
How to create designations?
Step 1: In the main tab of RetailEasy on-cloud, click on Master > More
Step 2: From the drop-down of the More section, click on Tools > Designation
Step 3: On the Designation screen, click on Add Designation to add a new Designation. To edit an existing Designation, click on the edit icon to the right of the corresponding Designation.
Step 4: On the General section of the Create Designation screen, fill in the fields and click on Save
Name, Short Name: Enter the designation and a short form of the designation in the corresponding fields
Parent: Enter the Parent designation to the role
Status: If the Designation is currently active, mark Active. Else mark, Inactive. To delete a particular designation you can assign the status as Inactive
Step 5: A message confirming the successful addition of the Designation appears. All Designations can be added by repeating the steps from 3 to 5
RetailEasy on-cloud has the feature to add Designations and assign the parent designation, letting you build the domain access hierarchy, in a simple way.
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