Security - Users
INTRODUCTION
Currently in Agility there are two types of users:
1. Back Office Users - Currently need to be created by Agility but user details can be populated by the company
2. Till Users/Staff Member - Can be created by the company and user details edited by the company
The User details form has a lot of information but we are starting of with the basics to get a user accessing agility
Basic Requirements:
USerID, First Name and Surname, Max Sale Allowed, and the Group they belong too.
NOTE: Max Sale Allowed was added as there have been times when a user scanned a barcode for a quantity of an item which put the same in the millions.
1. There user specifically needs an AgilityPro Login
2. They are only going to use the till
3. A staff member which basically creates a customer account at the same time. This also requires a Customer Profile created which is flagged for staff and give discounts to the products.
To edit users navigate to the same place as below and change information. Only thing which cannot be changed is the User ID.
Agility Professional User
In order to do this please send an email to the helpdesk with the First Name and Surname which the the user belongs to and we will create a user with that information.
When notified the user is created navigate to user to edit information like the EPOSID.
See article for more information - Security - User Details
Staff Member
So this is to create a user and at the same time create a customer account for that user linked to a customer profile that gives them discounts at the sale.
Before the member can be crated the customer profile needs to be created first.
Link document here on creating a profile
Go to Tools\Tools Menu\Security\User Details\
This is the screen where names and eposid can be edited.
See article for more information - Security - User Details
Select The Add Staff Member button
An example could be:
AndyBolam or BolamA etc
No spaces is best practice
Select OK
The userid is now populated
Now enter their name
EPOS UserId normally a number
Max Sale allowed is to prevent a barcode being scanned as a quantity this could be set to 5000 as an example.
Select the Group the person is to be assigned to from the drop down menu
Once entered select SAVE
Select Yes
The user has now been added
When a user is logged into Agility they can change their own password by navigating to File - change Password
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