• Tutorials

    Show / Hide Table of Contents
    • Getting Started
    • Store Setup
      • Initial Store Setup
    • Dashboard
      • Dashboard
    • Orders
      • Sale Orders
      • Purchase Order
    • Vouchers
      • Sales
      • Purchase
      • Credit Notes
      • Debit Notes
      • Receipt
      • Payment
    • Inventory
      • Manage Stocks
      • Manage Warehouse Products
      • Delivery Challan
      • Receipt Challan
      • Stock History
    • Catalog
      • Products
      • Product Prices
      • Product Categories
      • Product Brand
      • Product Option
      • Attributes
      • Attributes Group
      • Product Templates
    • Reports
      • Order Reports
        • Sales Order Summary
        • Purchase Order Summary
        • Sales Order Shipment Report
      • Inventory Reports
        • Stock Summary
        • Location Summary
        • Stock/Location Summary
        • Goods Movement Report
      • Products
        • Sold Product Categories
        • Category Product Return
      • Pos Reports
        • Cash Register Summary
        • Current Cash Registers
      • Sales/Purchase Reports
        • Sales Report
        • Purchase Report
        • Sales Summary
        • Purchase Summary
      • Account Books
        • Cash Book
        • Ledger
        • Other Book
        • Receipt Report
      • Tax Reports
        • Output Detailed Tax Report
        • Output Tax Report Summary
      • Other Reports
        • Gross Profit Report
    • Settings
      • Settings
      • Store Settings
        • Business Details
        • Tax Classes
        • Tax Rates
        • Operating Countries
        • Operating State or Province
        • Order Numbering
        • Return Rule
      • Users
        • Employees
        • customers
        • Supplier
        • vendors
        • Customer Groups
        • User Date Setup
        • Credit Rules
      • Loyalty and Promotions
        • Coupons
        • Reward Points
        • Special Price
      • Point Of Sale
        • Quick Add Buttons
        • Print Settings
        • Payment Methods
        • Delivery Settings
        • Offline Save (Preview)
      • Web Store
        • Themes
        • Theme Data
        • Shipping Methods
        • Payment Methods
        • Reviews
        • Review Replies
      • Web Store Content
        • Site Pages
        • Footer Menus
        • Home Page Components
        • News Categories
        • News
        • News Letter Subscription
      • Other Settings
        • Translations
      • Stock Settings
        • Unit Of Measure
        • Location
    • Manage Physical Stores
      • Login
      • Sales Bill
      • Receive Payments (Receipts)
      • Delivery
      • Manage Cash Register

    Site User

    This section will guide you to create and manage users.

    Users

    There are different users with different roles and capabilities. Before creating a user, select the user type with the necessary permission according to what you want the user to be allowed to do (For example: Administator,customer,employee,vendor). Assign each user to one of these user types.

    How to create user

    1. Open Back Office.
    2. Go to Configurations.
    3. Click and open Users -> Users section
    4. Click Create user in the top right corner.
    5. Enter the user name, user mailid, full name, password and confirm password, phone number and select the usertype.
    6. Press Save button.

    User Name

    Enter the user name or if you click "Use Email as Username" (an email address can function as a username).

    User type

    Four types of users are in this section. There are Administrator, Customer, Employee and Vendor.

    Administrator

    Admin can be a store owner. Admin can access to everything and can create or delete users and give permissions to do their roles in the store.

    Customer

    Two types of customers are in this section. There are roles and customer groups.

    Roles

    Roles has two option to select the customer either or guest.

    Customer

    Customer can be a registered and logged in user. The capabilities of the customer role are as can view orders and order history and is able to edit own account details.

    Guest

    The guest option, which doesn’t require user to create an account or save any personal information to complete a purchase.

    Customer groups

    You can create a new customer group from the customer Groups section of the site menu. When you create a new customer group, the created customer groups are shown in this section. You have to assign a customer to a different customer groups.

    Employee Type

    Four types of employee are in this section. There are store manager, billing employee, cashier employee, delivery employee.

    Store Manager

    Store manager can manage the store and handles the employee in the store. Store manager can access the sales page, billing and cashregister page.

    Billing Employee

    Billing users can only access to the billing page and can change payment information. Billing employee can access only the billing page in the store.

    Cashier Employee

    Cashiers handle customers' payments in store. Cashier employee can access only Cash receipt and cash register page.

    Delivery Employee

    Delivery employee will delivered the product to the store in the specific warehouse location.

    Location

    In this section, the employees are needed to select the warehouse location. you can create a warehouse from the warehouse section of the inventory menu.

    Vendor manager

    You can create a vendor from the vendor section of the site menu. Select the vendor manager in the vendor list..

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