What is the purpose of User wise configuration ?

What is the purpose of User wise configuration ?

 

Purpose
:- User wise Configuration allows to enable specific configuration for a user in a multi-store plan. This will enhance more security.
It includes setting up specific access levels and permissions for each user, as well as customizing the user interface to display the information and features that are most relevant to each user's role and responsibilities.

 

 

How to Add New User to the Configurations

 

Step 1: Open the Tools menu and select Configuration. Adaptive User Configuration

Step 2: You can view the Configuration code, Configuration name, and Number of users in the User-Wise Configuration screen.

Step 3: To see more information and the mapping to a specific User, click the View icon.

Step 4: Click on User ID and filter using User name or user code to add a new User for the settings.

Step 5: Add the user's status and press the Add button. Then select Save to update the changes.

 


How to edit existing User which is mapped to a configurations

 


Step 6: To edit details of existing user, click on view icon.

Step 7: Select the User ID option to view the list of created users' names and their codes. Users can be found using either their Username or Code.

Step 8: After deciding on a user name, select the status. Select "Yes" for active status and "No" for inactive status. And to update it, use the Add button.

Step 9: At this point, press the Save button to update and save the changes.

Step 10: Navigate to Reports >> Audit >> Audit Viewers Report to view the changes made for Specific Users.

 

 

How to Proceed with the steps followed :-

 

Adding New User to Configuration

 

Step 1: Open the Tools menu and select Configuration. Adaptive User Configuration

 

Step 2: You can view the Configuration code, Configuration name, and Number of users in the User-Wise Configuration screen.

 

Step 3: To see more information and the mapping to a specific User, click the View icon, to add configuration for specific user.

 

Step 4: Click on User ID and filter using User name or user code to add a new User for the settings.

 

Step 5: Add the user's status and press the Add button. Then select Save to update the changes.

 

 

Editing existing user which is mapped to a configuration

 

Step 6: To edit details of existing user, click on view icon.

Step 7: Select the User ID option to view the list of created users' names and their codes. Users can be found using either their Username or Code.

 

Step 8: select the status. Select "Yes" for active status and "No" for inactive status. And to update it, use the Add button.

 

Step 9: At this point, press the Save button to update and save the changes.

 

Step 10: Navigate to Reports >> Audit >> Audit Viewers Report to view the changes made for Specific Users.

 

 

 

FAQ's

1) Can two roles be mapped to one user?


Answer - No it is not possible to map 2 roles to one user

2) How will you provide the branch access for the user? Is no of branch access restricted to certain number?


Answer - Branch access for the user can be provided via Employee master - Default branch and Reporting branch fields. Default branch can be mapped for only 1 location. We can map N no of available branches in reporting branch as per required.

3) Where will you provide the maximum discount allowed for that employee?


Answer - Refer the link Restrict Item Disc % for sales person on how to provide maximum discount and how it works.

4) What is the difference between approval manager and reporting manager?


Approval Manager - Approval Manager plays vital role in discount approval and transfer approval. The user who is mapped for approval manager will have the rights to approve transactions made. Only 1 user can be mapped as approval manager.
Reporting Manager - Reporting Manager is a user to whom the user reports to, this is just for record purpose. Only 1 user can be mapped as Reporting manager

5) What is the difference between Default branch and reporting branch?


Default Branch - By default, a branch need to be mapped mandatorily. It is the branch where the user belongs and makes the transactions. Ex : A sales cashier of a super market who belong to chennai branch. Only 1 branch can be mapped as default branch
Reporting Branch - Reporting branches are the ones where the user have access to. If the user is said to work on 2 or more branches, then those branches can be mapped. The report and transactions can be done in reporting branches as well. Any number of branches can be mapped as reporting branch. Ex : A Store manager who belongs to Chennai branch can also visit Bangalore branch.

6) What are the details that cannot be edited after creating the user?


Answer - The Only detail which cannot be edited after creating the user is "User type" which determines whether the user is anywhere or node. To change the user type from Node user to Anywhere user or Vice Versa and the only possible solution is you need to inactivate the existing user and create new user with the Correct user type.

7) How to delete any user?


Answer - In order to delete the user, the status field of the user should be set as "Inactive".It won't delete the user permanently, but you won't be able to use the user anymore. If needed, it can be activated by changing the status as "Active" and used.

8) How to buy license in Truepos?


Answer - By using Manage Subscription page we can buy license in Truepos, Refer the help link Manage subscription  for the same 

9) How many types of license does True Pos has?


Answer - Two types of license
  • Node user/Register user
  • Anywhere user

10) What is the purpose of registering the counter ?


Answer - The user can access only the registered system. Its mainly used for security purpose

11) What is the impact of registering the counter?


Answer - The user can access only from the registered system cant login into other system


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