You can give different permissions and create different roles for your employees in your company.
You can then assign these roles to different groups or users in your company.
Through a role we understand a collection of permissions than can be given for every menu point individually.
For creating a new Role you will need to go to Account Settings and select Roles.
The Roles You Already Have in Your Account
You don't start from scratch. When the company is created, Ebriza automatically creates three roles, which you will already find under Account Settings - Roles:
Manager - the full-access role, assigned from the start to the user who opened the account.
POS role - the role for employees who only sell. It has a single permission, POS with Write access, on the locations that existed at registration. It has no access to any other menu item (Reports, Stock, Invoices, Clients, Settings), so there is nothing you need to remove manually.
Accountant - the role for your accountant's access.
The name of the POS role depends on the business type selected at registration:
Restaurant, Cafe, Bar - Waiter
Retail, Specialty and local shops, Pet Shop - Seller
Barber Shops - Hairstylist
Medical Offices - Stomatologist
Car washes - Employee
If you are not sure which one it is, open Account Settings - Roles: the POS role is the third one, next to Manager and Accountant.
These default roles are ordinary roles: you can rename, edit, or delete them. If they were deleted from the account, you can create a new one with Add Role and give it Write access on POS only, and Not allowed on everything else.
I Want an Employee to Be Able to Sell Only
It takes a single step: assign them the existing POS role (Waiter or Seller, depending on your account type). You don't need to configure permissions manually or set Not allowed on each module.
Create the user under Account Settings - Users.
In Account Settings - Users, click the 3 dots next to the user and select Permissions. In the Roles field at the top, select the POS role. Changes are saved automatically. Note: the role is not selected from Edit, as that form does not have a role field.
The user must log out and log back in, including on the tablet, because permissions are loaded at login.
Do not configure permissions manually before assigning the role: once you assign a role, any permissions manually set for that user are removed, and only the permissions defined by the role remain.
Besides the three roles you already have, you can create as many custom roles as you need. Click Add Role, enter the Role Name, and click Save.
On the right side of the screen, you now have the configuration section of the Role, where you can select what permissions you want to provide to that role.
You can later assign these roles to other users and they will automatically have the set of permissions assigned to this role.
You can also Edit Roles by clicking on the 3 dots and Click Edit
[tags: what are ebriza roles, roles permissions, manager, accountant, waiter]