> For the complete documentation index, see [llms.txt](https://docs.rmhpos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rmhpos.com/central-manager/manage-employees/store-users/setting-up-manager-role.md).

# Configure Store Manager user roles

If you typically manage store users in Central Manager, follow this procedure to set up roles and synchronize the roles to the applicable store groups. However, if you prefer to manage users at the store level, you can set up roles in Store Manager and they will synchronize to Central Manager.

1. Click **Setup**.
2. Expand **People and Security**.
3. Click **Manager User Roles**.
4. Click **New**.
5. In the **Code** field, enter a code for the manager role.
6. In the **Name** field, enter a name for the manager role.
7. Expand **Privileges** and assign privileges to the manager role.

<details>

<summary><img src="/files/Bdprh8VktJ8YD1YS6AjL" alt="" data-size="original"></summary>

<table><thead><tr><th valign="top">Privilege Group</th><th valign="top">Privilege</th><th valign="top">If Selected, User Has Full Access to</th><th valign="top">View Only</th></tr></thead><tbody><tr><td valign="top">Manage Configuration</td><td valign="top"></td><td valign="top">Edit configuration options under File | Configuration in Store Manager.</td><td valign="top">Available</td></tr><tr><td valign="top">Merchandising</td><td valign="top">Items</td><td valign="top">Add, edit, and delete items in Store Manager.</td><td valign="top">Available</td></tr><tr><td valign="top"></td><td valign="top">Item Messages</td><td valign="top">Set up, edit, and delete item messages in Store Manager.</td><td valign="top">Available</td></tr><tr><td valign="top"></td><td valign="top">Item Matrices</td><td valign="top">Use the Item Matrices screen to edit the properties of matrix item components such as quantity, cost, and price.</td><td valign="top">Available</td></tr><tr><td valign="top"></td><td valign="top">Departments</td><td valign="top">Set up, edit, and delete departments in Store Manager.</td><td valign="top">Available</td></tr><tr><td valign="top"></td><td valign="top">Categories</td><td valign="top">Set up categories in Store Manager.</td><td valign="top">Available</td></tr><tr><td valign="top"></td><td valign="top">Discounts</td><td valign="top">Set up, edit, and delete discounts in Store Manager.</td><td valign="top">Available</td></tr><tr><td valign="top"></td><td valign="top">Schedules</td><td valign="top">Set up, edit, and delete schedules in Store Manager.</td><td valign="top">Available</td></tr><tr><td valign="top"></td><td valign="top">Advanced Item Wizard</td><td valign="top">Use the Advanced Item Wizard in Store Manager.</td><td valign="top">Not available</td></tr><tr><td valign="top"></td><td valign="top">Label Wizard</td><td valign="top">Use the Label Wizard in Store Manager.</td><td valign="top">Not available</td></tr><tr><td valign="top"></td><td valign="top">Inventory Wizard</td><td valign="top">Use the Inventory Wizard in Store Manager.</td><td valign="top">Not available</td></tr><tr><td valign="top">Customer</td><td valign="top">Account</td><td valign="top">Add, edit, and delete company or person AR accounts in Store Manager.</td><td valign="top">Available</td></tr><tr><td valign="top"></td><td valign="top">Customer</td><td valign="top">Add, edit, and delete customer accounts in Store Manager.</td><td valign="top">Available</td></tr><tr><td valign="top"></td><td valign="top">Close Billing Cycle</td><td valign="top">Close the billing cycle for AR accounts in Store Manager.</td><td valign="top">Not available</td></tr><tr><td valign="top"></td><td valign="top">Print Statements</td><td valign="top">Print or email statements for AR accounts in Store Manager.</td><td valign="top">Not available</td></tr><tr><td valign="top">Inventory/Purchasing</td><td valign="top">Suppliers</td><td valign="top">Set up, edit, and delete suppliers in Store Manager.</td><td valign="top">Available</td></tr><tr><td valign="top"></td><td valign="top">Supplier Worksheet</td><td valign="top">Use the Supplier Worksheet in Store Manager.</td><td valign="top">Not available</td></tr><tr><td valign="top"></td><td valign="top">Purchase Orders</td><td valign="top">Add, edit, and delete purchase orders in Store Manager.</td><td valign="top">Available</td></tr><tr><td valign="top"></td><td valign="top">Purchase Order Requisition</td><td valign="top">Use the Purchase Order Requisition Wizard in Store Manager.</td><td valign="top">Not available</td></tr><tr><td valign="top"></td><td valign="top">Transfer Ins</td><td valign="top">Add, edit, and delete transfers in in Store Manager.</td><td valign="top">Available</td></tr><tr><td valign="top"></td><td valign="top">Transfer Outs</td><td valign="top">Add, edit, and delete transfers out in Store Manager.</td><td valign="top">Available</td></tr><tr><td valign="top"></td><td valign="top">Purchasing Tasks</td><td valign="top">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.</td><td valign="top">Not available</td></tr><tr><td valign="top"></td><td valign="top">Transfer In Requisition</td><td valign="top">Use the Transfer In Requisition Wizard in Store Manager.</td><td valign="top">Not available</td></tr><tr><td valign="top"></td><td valign="top">Invoice</td><td valign="top">Add invoices to Store Manager.</td><td valign="top">Available</td></tr><tr><td valign="top"></td><td valign="top">Credit Note</td><td valign="top">Add credit notes in Store Manager.</td><td valign="top">Available</td></tr><tr><td valign="top"></td><td valign="top">Cost Adjustment</td><td valign="top">Use Cost Adjustment Wizard in Store Manager.</td><td valign="top">Not available</td></tr><tr><td valign="top"></td><td valign="top">Offline Inventory</td><td valign="top">Manage offline inventory in Store Manager.</td><td valign="top">Available</td></tr><tr><td valign="top"></td><td valign="top">Physical Inventory</td><td valign="top">Manage physical inventory count in Store Manager.</td><td valign="top">Available</td></tr><tr><td valign="top">History</td><td valign="top">Purchase Orders</td><td valign="top">Look up history for purchase orders in Store Manager.</td><td valign="top">Not available</td></tr><tr><td valign="top"></td><td valign="top">Transfer Outs</td><td valign="top">Look up history for transfer outs in Store Manager.</td><td valign="top">Not available</td></tr><tr><td valign="top"></td><td valign="top">Transfer Ins</td><td valign="top">Look up history for transfer ins in Store Manager.</td><td valign="top">Not available</td></tr><tr><td valign="top"></td><td valign="top">Posted Receipts</td><td valign="top">Look up history for posted receipts in Store Manager.</td><td valign="top">Not available</td></tr><tr><td valign="top"></td><td valign="top">Posted Invoices</td><td valign="top">Look up history for posted invoices in Store Manager.</td><td valign="top">Not available</td></tr><tr><td valign="top"></td><td valign="top">Posted Credit Notes</td><td valign="top">Look up history for posted credit notes in Store Manager.</td><td valign="top">Not available</td></tr><tr><td valign="top">Journal</td><td valign="top">View</td><td valign="top">View the Batch List and receipt information in the Journal Viewer in Store Manager.</td><td valign="top">Not available</td></tr><tr><td valign="top"></td><td valign="top">Post Closed Batches</td><td valign="top">Post closed batches in Store Manager.</td><td valign="top">Not available</td></tr><tr><td valign="top"></td><td valign="top">Update Batch Info</td><td valign="top">Use the filter to look up batches and update batch information in Store Manager.</td><td valign="top">Not available</td></tr><tr><td valign="top">Setup</td><td valign="top">Merchandising</td><td valign="top"><p>Set up, edit, and delete the following in Store Manager:</p><ul><li>Reason Codes</li><li>Tares</li><li>Item Settings</li></ul></td><td valign="top">Available</td></tr><tr><td valign="top"></td><td valign="top">People &#x26; Security</td><td valign="top"><p>Set up, edit, and delete the following in Store Manager:</p><ul><li>Sales Representative</li><li>Time Clock</li><li>Password Policy</li><li>POS User Roles</li><li>Manager User Roles</li><li>Users</li></ul></td><td valign="top">Available</td></tr><tr><td valign="top"></td><td valign="top">Inventory/Purchasing</td><td valign="top"><p>Set up, edit, and delete the following in Store Manager:</p><ul><li>Shipping Methods</li><li>Shipping Carriers</li><li>Payment Terms; Purchasers</li><li>Charges</li><li>Order Setting</li><li>Import Orders</li></ul></td><td valign="top">Available, except for Import Orders</td></tr><tr><td valign="top"></td><td valign="top">Financial</td><td valign="top"><p>Set up, edit, and delete the following in Store Manager:</p><ul><li>Item Taxes</li><li>Sales Tax</li><li>Currencies</li><li>Tender Types</li></ul></td><td valign="top">Available</td></tr><tr><td valign="top"></td><td valign="top">Customer</td><td valign="top"><p>Set up, edit, and delete the following for Accounts Receivable in Store Manager:</p><ul><li>Account Groups</li><li>Account Managers</li><li>Finance Charges</li><li>Payment Terms</li><li>Reason Codes</li><li>Statement Types</li><li>Number Series</li><li>Import Customers</li><li>Accounting Defaults</li><li>Email Message</li></ul></td><td valign="top">Available, except for Import Customers</td></tr><tr><td valign="top"></td><td valign="top"></td><td valign="top">Customer Policy</td><td valign="top">Available</td></tr><tr><td valign="top"></td><td valign="top">Hardware</td><td valign="top"><p>Set up, edit, and delete the following in Store Manager:</p><ul><li>Register List</li><li>Pole Display Messages</li><li>Net Display Channels</li><li>Receipt Formats</li><li>POS Profiles</li><li>Custom POS Buttons</li><li>POS Task Pad</li></ul></td><td valign="top">Available</td></tr><tr><td valign="top"></td><td valign="top">Miscellaneous</td><td valign="top"><p>Set up, edit, and delete the following in Store Manager:</p><ul><li>Custom Fields</li><li>Printer Settings</li><li>Item Properties</li><li>Random Weight EAN</li></ul></td><td valign="top">Available</td></tr><tr><td valign="top">Reports</td><td valign="top">Active Reports</td><td valign="top">Generate Active Reports in Store Manager.</td><td valign="top">Not available</td></tr><tr><td valign="top"></td><td valign="top">Queries Reports</td><td valign="top">Generate Query Reports in Store Manager.</td><td valign="top">Not available</td></tr><tr><td valign="top"></td><td valign="top">Sharp Shooter Reports</td><td valign="top">Generate Sharp Shooter reports in Store Manager.</td><td valign="top">Not available</td></tr><tr><td valign="top">Tools</td><td valign="top">Backup Database</td><td valign="top">Back up the store database in Store Manager.</td><td valign="top">Not available</td></tr><tr><td valign="top"></td><td valign="top">Label Designer</td><td valign="top">Use the Label Designer in Store Manager.</td><td valign="top">Not available</td></tr><tr><td valign="top"></td><td valign="top">Import Utility</td><td valign="top">Use the Import Utility to import item records or to update item attributes in existing item records.</td><td valign="top">Not available</td></tr><tr><td valign="top">Items Privileges</td><td valign="top">Allow to change Item On Hand Quantity</td><td valign="top"></td><td valign="top">Not available</td></tr><tr><td valign="top">Loyalty Privileges</td><td valign="top">Allowed to access the Loyalty Program</td><td valign="top"></td><td valign="top">Not available</td></tr></tbody></table>

</details>

8. Click **Save And Close**. The role is synchronized to the applicable store groups.


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