Configure Store Manager user roles

This topic describes how to configure user roles for employees who use Store Manager. User roles are groups of role-specific privileges that can be assigned to one or more employees.

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.

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.	Not available
	Label Wizard	Use the Label Wizard in Store Manager.	Not available
	Inventory Wizard	Use the Inventory Wizard in Store Manager.	Not available
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.	Not available
	Print Statements	Print or email statements for AR accounts in Store Manager.	Not available
Inventory/Purchasing	Suppliers	Set up, edit, and delete suppliers in Store Manager.	Available
	Supplier Worksheet	Use the Supplier Worksheet in Store Manager.	Not available
	Purchase Orders	Add, edit, and delete purchase orders in Store Manager.	Available
	Purchase Order Requisition	Use the Purchase Order Requisition Wizard in Store Manager.	Not available
	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.	Not available
	Transfer In Requisition	Use the Transfer In Requisition Wizard in Store Manager.	Not available
	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.	Not available
	Offline Inventory	Manage offline inventory in Store Manager.	Available
	Physical Inventory	Manage physical inventory count in Store Manager.	Available
History	Purchase Orders	Look up history for purchase orders in Store Manager.	Not available
	Transfer Outs	Look up history for transfer outs in Store Manager.	Not available
	Transfer Ins	Look up history for transfer ins in Store Manager.	Not available
	Posted Receipts	Look up history for posted receipts in Store Manager.	Not available
	Posted Invoices	Look up history for posted invoices in Store Manager.	Not available
	Posted Credit Notes	Look up history for posted credit notes in Store Manager.	Not available
Journal	View	View the Batch List and receipt information in the Journal Viewer in Store Manager.	Not available
	Post Closed Batches	Post closed batches in Store Manager.	Not available
	Update Batch Info	Use the filter to look up batches and update batch information in Store Manager.	Not available
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.	Not available
	Queries Reports	Generate Query Reports in Store Manager.	Not available
	Sharp Shooter Reports	Generate Sharp Shooter reports in Store Manager.	Not available
Tools	Backup Database	Back up the store database in Store Manager.	Not available
	Label Designer	Use the Label Designer in Store Manager.	Not available
	Import Utility	Use the Import Utility to import item records or to update item attributes in existing item records.	Not available
Items Privileges	Allow to change Item On Hand Quantity		Not available
Loyalty Privileges	Allowed to access the Loyalty Program		Not available

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