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Creating a user and assigning a role

What is it for?​

Everyone who uses Nadigit IMS has their own account. Their role decides which menus they see; their assigned shop and assigned warehouse place their work.

Before you start​

  • You are an Administrator.
  • The number of users depends on your plan: 1 on Starter, 5 on Pro, unlimited on Business and Enterprise.
  • Choose the role using the table in Navigation and roles.

Steps​

  1. Open System Settings → Users and permissions, then New.
  2. Fill in First Name, Last Name, Username (the login), Email and Password.
  3. Choose the Assigned Shop and the Assigned Warehouse.
  4. For a cashier, set the POS PIN: it unlocks the point of sale lock screen and is used for manager approval.
  5. In Role assignment, tick one or more roles: Accountant, Auditor, Vendor, Administrator, Cashier, Warehouseman.
  6. Click Save.

Give the person their username and password through a secure channel. Identities are kept by the authentication service (Keycloak).

Good to know​

  • Give everyone the minimum rights they need, and keep the Administrator role for very few people.
  • Deactivate the account of anyone who leaves the company without delay.
  • A Cashier only sees the point of sale: at login, they land straight on the till.

See also​

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