Settings – Manage Roles

Article Contents: 

This article contains information on managing roles by adding or removing access to actions or modules.

Settings> Manage Roles> Action 

Step-By-Step

Step 1:  Click on the Gear Wheel Icon on the top right corner of the screen.

Step 2: Click on the Manage Roles button from the row on the left menu. 

Step 3: The USER ROLES screen will show a list of pre-defined roles.

Step 4: Add A New Role - To add another role for an employee, click on the Add Role button. On the ADD ROLE pop-up window, fill in a new role within the Enter Role field and click on Ok. Another way to grant access to this role is to follow the methods in Step 5 below.

Step 5: Edit a Role - Click on the Action button and the system will open a pop-up list for various options. 

Click on Edit Permissions where you will find a drop-down with various access areas you can choose for the role that controls access to particular actions within a module or access to an entire module altogether.

Example:  Access to the Settings module can be granted or restricted for a particular role. Only employees who have been granted access to Settings can access this part of the system. You can also select which particular settings that role can access. 

Function Example: Global View – This access is provided to the roles where Global View is selected from Manage Roles. The Global View feature is beneficial for golf club management companies. Those with global view access can log into multiple golf locations with a single login and view the reports, sales, etc.

Manager Override – Manager override access should be provided to those in a manager role. An example of a manager override is if an employee wants to delete an existing tab without completing the transaction for any given reason. The system will prompt for a manager override PIN. Until this PIN is used the system will not delete an existing tab.

Step 6: To edit the user role (name) click on the Edit Name button.

Step 7: To enable access to the terminal click on the Terminal Access button. 

Step 8: To enable/disable access to the department, click on the Department Permission button. A new window will appear with the ability to toggle on or off department options. 

Step 9: To delete a role select the role and click on the Delete Role button.

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