Common Role List

Common Role List [HQ]

Common Roles

Common Roles are created exclusively for outlets. Using the Create Roles option, you can add a new role to the common role list. Once a common role is created, you can configure user access and screen-level controls for that role.

Common Roles are applicable to all outlets, ensuring uniform access control across the organization.

Example  

Create a role named "Sales Role" and enable the required menu and screen access for the Sales Bill and Sales Order screens.

To set up Common Roles:

  1. Navigate to Admin > Employee Details > Common Role List.

  1. Click the Add button.

  1. Select the required Installation Type, On-Premise or On-Cloud. from the Installation Type list.

  2. Select RetailEasy, NT, or AccountsEasy from the Product Type list.

  3. Enter the Common Role Name in the respective field.

  4. Select posadmin, posdefault, or any other required parent role from the Parent Role list.

Note: Select POS Admin as the parent role to activate all menus for users.

If you select any other parent role, only the menus available under that role will be displayed to users.

Important: This selection is permanent and cannot be changed later.

  1. Set the Status to Active or Inactive, as required.

  2. Enter a description for the Common Role to clearly define its purpose.

  3. Click Save to store the Common Role details.

After clicking Save, the following pop-up message will appear on the screen.

To edit a role, locate the required role in the list and click Edit.

Make the required changes and click Update to save them.

  1. Locate the required role name in the list and click it to open the role configuration.

After clicking the role name, a screen will appear where all menus are unselected by default.

  1. Select the checkbox next to the menu you want to activate.

  2. Enter the required Configuration Remarks in the provided field.

  3. Click the Submit button.

  1. Click OK. This action will automatically select all sub-menus under the chosen main menu.

Note: Whenever you select a menu, a confirmation dialog will appear. Click OK to confirm and proceed.

  1. Click the Sales menu to view and expand all its associated sub-menus.

  2. Deselect the menus that you do not want to enable.

  3. Click the Settings (gear) icon to open the settings panel on the right.

  4. Use the toggle switches in the Screen Operation tab to turn features ON or OFF and manage the associated password settings. 

  1. Use the toggle switches in the Function Keys tab to control whether buttons are visible, enabled, or password-protected.

Note: There are no settings or data available under Tools Config.

  1. Click the Send to Outlet button.

Note: Role updates may take a few minutes to sync with outlet servers. Please wait at least 10 minutes after receiving the roles before logging in.

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