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User Manager

Modified on: Fri, 7 Jun 2024 12:05 PM

The User Manager program is typically used by employees with high security levels, or have been granted access. In this program, employees can add users, alter the permissions of other users, and delete users. The User Manager is the program that stores staff information and enables and disables access the programs depending on their job and responsibilities.


The screen can be split into two parts; Staff Access details and Staff Contact Details.


Staff Access Details

Within the Staff Access details are fields that dictate what the user can access within the POS Works system.

 

Field Name Description
User Code This code will appear on the registers to identify who is logged on. The user code field will only accept letters, numbers, and underscores (_). The user code must be unique for all users, no two users may have the same code.
Last Name This is the surname of the employee.
Global User When tagged, will enable the user's code to be used at any store. Please be mindful that the Security Level and selected Security Preset will apply to all locations. This is set at HO.
First Name This is the given name of the employee.
Middle Name This field in not compulsory. In this field would be any other given names or middle names of the employee.
CSP User Number This is the user ID number the employee will use to log into and use POS Works programs. The CSP User Number cannot exceed more than 8 characters. The CSP User Number must be unique for all users, no two users may have the same code.
CSP Password This is the Password the employee will set and use to log onto POS Works. This password will be used for all applicable POS Works programs and accepting changes of any kind (if applicable).
Location The store that the employee works at. This field usually defaults to the location the POS Works program is being used at.
Security Level Security Levels are used by the CSP Register to control user access to various Register functions. HO can set Register Security Level. 1 is the lowest number; 9 is the highest.
Security Preset Security Levels can be set automatically using this field. Security Presets are usually created to suit job position. For example, a manager will have different permissions to a sales assistant. Security preset can be changed by Head Office. Closed.
Programs These are a list of programs within POS Works. If a Preset is selected, this window will indicate which programs the preset can and can not access. If no preset is selected these checkboxes can be tagged manually to adjust program permissions for the individual user. 



Staff Contact Details

This is where all contact/ personal details of the staff member can be kept.

 

Field Name Description
Address The address of the employee. In this field enter the street number, the street and suburb.
City The city the employee lives in.
State The state the employee lives in.
Email The employee's email address.
Phone The employee's phone number.
Mobile The employee's contact number.
Fax The employee's fax number.
Position The employee's job title.
Employee Number A company employee ID number.
Employment Start Date The date the employee started working for the company.
Employment End Date The date the employee finished working for the company.
Comments Any comments about the employees, such as; Medical conditions, birthday, times that they are unavailable, etc.


Basic Functions

Listed below are guides on usage for both Store and Admin Locations.


Creating New User

Editing User

User Permissions

Closed


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