• Tutorials

    Show / Hide Table of Contents
    • Getting Started
    • O2VEND Store
      • My Stores
        • Create Store
      • My Account
        • My Profile
        • Manage Billing
        • Support Desk
    • Store Setup
      • Initial Store Setup
    • Dashboard
      • Dashboard
    • Orders
      • Quotation
      • Sales Order
      • Purchase Order
      • ActiveCarts
    • Vouchers
      • Sales
        • Manage Sales
        • Create Sales Invoice
        • Cancel Sales Invoice
        • How to create GDN(Goods Delivered Note)
        • How to add lot for products in GDN
        • How to view sales details
      • Purchase
        • Manage purchase
        • Create Purchase Invoice
        • Cancel purchase Invoice
        • How to create GRN(Goods Received Note)
        • How to add lot for products in GRN
        • How to print a barcode label in purchase
        • How to view purchase details
      • Credit Notes
      • Debit Notes
      • Receipt
      • Payment
      • Journal
      • Contra
    • Inventory
      • Manage Stocks
      • Stock History
      • Print Barcode Label
      • Delivery Challan
      • Receipt Challan
      • Goods Entries
      • Stock Transfer
      • Stock Take
    • Catalog
      • Set Up Products
        • General
        • Variations
        • Attributes
        • Stock Levels
        • Pricing
        • SEO
      • Product Categories
      • Product Brand
      • Product Option
      • Attributes
      • Attributes Group
      • Product Templates
      • Price List
      • Bulk Product Price update
      • Bulk Product Updates
    • Communication
      • Communication
    • Accounting Master
      • Master
    • Reports
      • Order Reports
        • Sales Order Summary
        • Purchase Order Summary
        • Sales Order Shipment Report
        • Sales Order Pending Item Report
        • Purchase Order Pending Item Report
        • Sales Order Pending Item Summary
      • Inventory Reports
        • Stock Summary
        • Location Summary
        • Stock/Location Summary
        • Reordering Stock Summary
        • Stock Valuation Summary
      • Products
        • Sold Product Categories
        • Category Product Return
        • Product Sale Summary
        • Product Seasonal Demand
      • Pos Reports
        • Cash Register Summary
        • Current Cash Registers
      • Sales/Purchase Reports
        • Sales Report
        • Purchase Report
        • Sales Summary
        • Purchase Summary
        • Receipt Report
        • Sales Items Summary
        • Daily Settlement Report
      • Account Reports
        • Ledger
        • Cash Book
        • Day Book
        • Sales Books
        • Purchase Books
      • Miscellaneous Reports
        • Output Detailed Tax Report
        • Output Tax Report Summary
        • OutStanding Report
        • Gross Profit Report
        • GSTR-1 Report
      • Financial Reports
        • Balance Sheet
        • Profit And Loss Report
        • Trial Balance
    • Settings
      • Settings
      • Store Settings
        • Business Details
        • Tax Classes
        • Tax Rates
        • Operating Countries
        • Operating State or Province
        • Return Rule
      • Users
        • User Role Management
          • Set Up Employee Roles
          • Ecommerce
          • Point Of Sale
          • Back Office
          • Sales App
        • customers
        • Supplier
        • vendors
        • Customer Groups
        • User Date Setup
        • Credit Rules
      • Loyalty and Promotions
        • Reward Points
        • Coupons
        • Benefits
        • Affiliate
      • Point Of Sale
        • Quick Add Buttons
        • Print Settings
        • Payment Methods
        • Delivery Settings
      • Web Store
        • Themes
        • Theme Data
        • Shipping Methods
        • Payment Methods
        • Currency
        • Reviews
        • Review Replies
        • Zones
      • Web Store Content
        • Site Pages
        • Site Menus
          • Main Menu
          • Site Menus
        • Home Page Components
        • Page Header
        • News Categories
        • News
        • News Letter Subscription
      • Stock Settings
        • Unit Of Measure
        • Location
        • Delivery Zones
        • Unit Of Measure Conversions
        • Stock Levels
        • Branches
        • Sub Location
        • Print Barcode Label Settings
      • Account
        • Financial Year
        • Voucher Numbering
    • Features
      • General
      • POS
      • Webstore
      • Integration
    • Profile
      • My Profile
    • Manage Physical Stores
      • Login
      • Sales Bill
        • Manage sales orders
        • How to add products to a customer's shopping cart
        • How to apply discounts/coupons
        • How to search products in Sales Screen
        • How to add products quickly to the Cart
        • How to add serial and lot number
        • How to Print sales bills in POS
      • Receive Payments (Receipts)
      • Delivery
      • Invoice Receipts
      • Manage Cash Register
      • Reprint
      • Dashboard
      • POS Offline
      • Stock Transfer
    • O2VEND App
      • Install O2VEND App
      • Home
      • Customers
      • Orders
      • Products
      • Receipts
      • Stock Movement
    • Webhooks
      • Webhook
      • Examples of JSON format data via webhook
      • Testing webhook

    Site User

    This section will guide to create and manage users.

    Set Up Employee Roles

    There are different users with different roles and capabilities. Before creating a user, select the user type with the necessary permission according to what 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.

    Full Name

    Enter the user full name.

    Use Email as Username

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

    User Name

    Enter the user name in this field.

    Email

    Enter the user mail id.

    Password

    Enter the password user can login at backoffice.

    Confirm Password

    Enter the confirm password.

    Date

    Enter the date. ( Set the specific date as enable in user date setup section) for example, Birthday date is enabled, select the user date of birth.

    Phone Number

    Enter the user phone number.

    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.

    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 in the store.

    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. Create a warehouse from the warehouse section of the inventory menu.

    Vendor manager

    Create a vendor from the vendor section of the site menu. Select the vendor manager in the vendor list..

    Timezone

    Select the timezone for the user, where the user is located.

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