Docs / Setup
Users, roles and permissions
Who can sign in, and what each person is allowed to see and do.
#Users
Open Administration → Users.
| Action | How |
|---|---|
| Add a user | Press Add user, enter a Username, a Role and an Initial password. The status shows Temp password until the person sets their own at first sign-in. |
| Change a role | Pick another role in the Role column. |
| Lock or unlock | The padlock icon. A locked user can't sign in (status Locked). Accounts also lock after 5 wrong passwords. |
| Reset a password | The key icon. The person sets a new one at the next sign-in. |
| Remove | The bin icon. The user can no longer sign in. |
#Roles and permissions
Open Administration → Roles and permissions. Choose a role on the left. On the right is a grid of every screen with six switches:
| Permission | Lets the person… |
|---|---|
| View | Open the screen and see its data. |
| Create | Add new records. |
| Edit | Change existing records. |
| Delete | Remove records. |
| Print from the screen. | |
| Approve override | Do exceptional things, for example enter a weight by hand on the Token page. |
Press + to create a role, for example Weighbridge operator, and tick only what that job needs. Changes apply to everyone in the role straight away.
Tip
Give operators View, Create and Print on Token, Sale and Purchase only, and keep Approve override for a supervisor.