Setting up manager user roles

User roles In Store Manager, you create roles for different employee functions in the store (e.g., manager, cashier, sales representative) and assign specific privileges or rights to the role. When you create a user account for a new employee you assign a role to the user account, and then customize their privileges or rights as required. define privileges that specific types of users have in Store Manager and POS.

Note: You should set up at least one manager user role with full privileges before you set up manager user roles with limited privileges.

To set up a manager user role:

Click Setup.

Expand People & Security.

Click Manager User Roles.

Click New.

In the Code field, enter a code for the manager role.

Note: You must enter a unique Code for each type of manager user role, e.g. Manager-Full, Manager-Merch, Manager-Inv.

In the Name field, enter a name for the manager role, .e.g., Manager with full privileges.

Expand Privileges and assign privileges to the manager role.

SHOW MORE INFO

For example:

Merchandising
Customer
Inventory/Purchasing
Setup

Privilege Group	Privilege	If Selected, User Has Full Access to	View Only
Manage Configuration		Edit configuration options under File \| Configuration in Store Manager.	Available
Merchandising	Items	Add, edit, and delete items in Store Manager.	Available
	Item Messages	Set up, edit, and delete item messages in Store Manager.	Available
	Item Matrices	Use the Item Matrices screen to edit the properties of matrix item components such as quantity, cost, and price.	Available
	Departments	Set up, edit, and delete departments in Store Manager.	Available
	Categories	Set up categories in Store Manager.	Available
	Discounts	Set up, edit, and delete discounts in Store Manager.	Available
	Schedules	Set up, edit, and delete schedules in Store Manager.	Available
	Advanced Item Wizard	Use the Advanced Item Wizard in Store Manager.
	Label Wizard	Use the Label Wizard in Store Manager.
	Inventory Wizard	Use the Inventory Wizard in Store Manager.
Customer	Account	Add, edit, and delete company or person AR accounts in Store Manager.	Available
	Customer	Add, edit, and delete customer accounts in Store Manager.	Available
	Close Billing Cycle	Close the billing cycle for AR accounts in Store Manager.
	Print Statements	Print or email statements for AR accounts in Store Manager.
Inventory/Purchasing	Suppliers	Set up, edit, and delete suppliers in Store Manager.	Available
	Supplier Worksheet	Use the Supplier Worksheet in Store Manager.
	Purchase Orders	Add, edit, and delete purchase orders in Store Manager.	Available
	Purchase Order Requisition	Use the Purchase Order Requisition Wizard in Store Manager.
	Transfer Ins	Add, edit, and delete transfers in in Store Manager.	Available
	Transfer Outs	Add, edit, and delete transfers out in Store Manager.	Available
	Purchasing Tasks	Use the Purchasing Tasks Wizard to change item purchasing information such as purchase tax or unit of measure (UOM), or to flag items with Do Not Order.
	Transfer In Requisition	Use the Transfer In Requisition Wizard in Store Manager.
	Invoice	Add invoices to Store Manager.	Available
	Credit Note	Add credit notes in Store Manager.	Available
	Cost Adjustment	Use Cost Adjustment Wizard in Store Manager.
	Offline Inventory	Manage offline inventory in Store Manager.	Available
	Physical Inventory	Manage physical inventory count in Store Manager.	Available
	History	Look up history for the following in Store Manager: Purchase Orders Transfer Outs Transfer Ins Posted Receipts Posted Invoices Posted Credit Notes
Journal	View	View the Batch List and receipt information in the Journal Viewer in Store Manager.
	Post Closed Batches	Post closed batches in Store Manager.
	Update Batch Info	Use the filter to look up batches and update batch information in Store Manager.
Setup	Merchandising	Set up, edit, and delete the following in Store Manager: Reason Codes Tares Item Settings	Available
	People & Security	Set up, edit, and delete the following in Store Manager: Sales Representative Time Clock Password Policy POS User Roles Manager User Roles Users	Available
	Inventory/Purchasing	Set up, edit, and delete the following in Store Manager: Shipping Methods Shipping Carriers Payment Terms Purchasers Charges Order Setting Import Orders	Available, except for Import Orders
	Financial	Set up, edit, and delete the following in Store Manager: Item Taxes Sales Tax Currencies Tender Types	Available
	Customer	Set up, edit, and delete the following for Accounts Receivable in Store Manager: Account Groups Account Managers Finance Charges Payment Terms Reason Codes Statement Types Number Series Import Customers Accounting Defaults Email Message	Available, except for Import Customers
		Customer Policy	Available
	Hardware	Set up, edit, and delete the following in Store Manager: Register List Pole Display Messages Net Display Channels Receipt Formats POS Profiles Custom POS Buttons POS Task Pad	Available
	Miscellaneous	Set up, edit, and delete the following in Store Manager: Custom Fields Printer Settings Item Properties Random Weight EAN	Available
Reports	Active Reports	Generate Active Reports in Store Manager.
	Queries Reports	Generate Query Reports in Store Manager.
	Sharp Shooter Reports	Generate Sharp Shooter reports in Store Manager.
Tools	Backup Database	Back up the store database in Store Manager.
	Label Designer	Use the Label Designer in Store Manager.
Items Privileges		Allow to change Item On Hand Quantity
Loyalty Privileges		Allowed to access the Loyalty Program

Click Save And Close.