Security Groups

JUMP TO: Group Info | Group Users | Permissions

Different people in your enterprise can be given different levels of permission in the system.

For example, cashiers can be restricted more than managers.

To create a security group (such as managers):

  1. Open your Dashboard
  2. Select Setup from the Main Navigation menu on the left
  3. Select Security Groups 
  4. In the new screen, select an existing group or click + New Group

Group Info

  1. Input the Group Name, such as Managers, Cashiers, In-Store Associates, and Bookkeepers.
  2. Add a Description for this group (optional).

Group Users

Next you can see which individuals are in this group.

  • To add or remove people, speak to your administrator.

Permissions

Set which permissions the users in this group are allowed and denied.

  1. Select the permission key you want to set. To selected multiple permission keys, hit CTRL while you select each one.
  2. Select Allow Selected  or Deny Selected  at the top of the section to set that permission key.
Note: If you select a permission that's already allowed, only the Deny Selected button will be active. If you select a permission that's already denied, only the Allow Selected button will be active.

To allow this group all permissions, select Allow All .

To deny this group all permissions, select Deny All .