After creating the user a new pop-out will appear, telling you that the new user you created has no permissions and that you need to set them.
A new user must have a ROLE assigned in addition to permissions. Without any role, they may be denied access to both the Ebriza website and the POS, even if permissions were set manually. The role is checked separately from the permissions.
You can also edit the permissions by going to the Account settings and the section Users.
Select the desired user and click on the Permissions Button, from the right side of the screen.
Permissions can be:
Not allowed: the targeted menu item will not be displayed at all for this user;
Reading: the targeted menu point will be displayed, so it will be accessible to the user, but he will only be able to view the available information, not modify it;
Writing: the user will be fully empowered to modify the information available in the relevant menu item.
Now you can add or remove certain permissions from the selected user.
Assign the new user a role from the Roles field at the top of the Permissions window. The account already has the Manager, Accountant and POS (Waiter / Seller) roles, created automatically. The user receives the role's permissions.
Frequently asked questions:
Q: I created a new user, but they get "Access denied" at login even though I set their permissions. Why?
A: Check whether the user has a role assigned. The role is mandatory and is checked separately from the permissions: a user with permissions but no role is not set up correctly. Go to Account Settings -> Users -> the 3 dots next to the user -> Permissions and choose the role in the Roles field at the top (for an employee who only sells: the POS role, Waiter or Seller). It saves automatically. Then the user logs in again. If it is their first login: they set their password from the link received by email, log in on the tablet with their email address and password, and the app then asks them to set up a PIN, which they use to log in every day.
Q: I have a new employee who only needs to sell. What permissions do I give them?
A: You don't set permissions manually. Your account already has a role made exactly for this, created automatically when the company was opened: the POS role, called Waiter in Restaurant, Cafe or Bar accounts and Seller in Retail, Specialty and local shops or Pet Shop accounts (Hairstylist, Stomatologist and Employee respectively for barber shops, medical offices and car washes). The role has Writing rights on POS only, so the user can sell on the tablet and sees nothing of the Administration area. You assign it from Account Settings - Users, the 3 dots next to the user, Permissions, the Roles field at the top. It saves automatically. The role is not assigned from Edit, that form has no role field. After assigning it, the user has to log out and log back in.
Q: I want a user who only does the inventory in the Ebriza Operations app, but they get “Access denied” / cannot log in. What permissions do they need?
A: Ebriza Operations needs Writing rights on TWO rows at the same time, for the same location: POS and Stock Management (Gestiune, or Gestiune Premium if that is the module installed on your account). Writing on Stock Management alone is not enough: the Ebriza Operations app logs in the same way as a POS app, so without Writing on POS the user cannot log in, no matter how the Stock Management permission is set.
Account Settings → Users → the three dots next to the user → Permissions.
At the top, in the location selector, choose the location where the user does the inventory. Permissions are set separately for each location, and POS and Stock Management must be set on the same location.
On the POS row, choose Writing.
On the Stock Management (Gestiune or Gestiune Premium) row, choose Writing. Reading is not enough to complete an inventory.
If you don’t want the user to see reports, set the Insights row to Not allowed (the same for any other module you don’t want them to see).
Save.
The user then has to log out and log back in to Ebriza Operations, because permissions are read at login. The Ebriza Operations app is installed on a phone or tablet from Google Play (Android) or the App Store (iOS); it is not used from a browser.
Note: the default POS role (Waiter / Seller) has Writing on POS only, without Stock Management, so on its own it is not enough for inventory. If you start from that role, add Stock Management (Gestiune or Gestiune Premium) on Writing for the same location.
Q: A user can't see an app or a menu item at all, even though the company has it installed. Why?
A: Because that user has no permission for that app. The menu is built from the apps the user has read access to, not from everything the company has installed. As a result, an app without permission is invisible to them, and screens that depend on it may show the message "The application is not installed", even though the app is installed on the account. The fix: Account Settings → Users → Permissions, select the correct location, set the app's permission to Reading or Writing, and save. Also check the user's role, if they have one, because the permission may come from the role.
Q: I saved the permissions, but the user still can't see the app. What else is needed?
A: Permissions are read at login. The user has to log out and log back in for the change to take effect. Also, make sure you set the permission for the location where the user works—permissions are configured separately for each location.
Q: How can I remove employees’ access to reports in the POS so they can no longer see the sales for the entire location on the Sales page?
A: Not through permissions. The Sales page in Ebriza POS NEXT is not controlled by user permissions, so there is no Reports permission, or any other permission, that can change what is visible there. What you see on the Sales page depends on the POS Managers list under Account Settings, Company Settings, POS Settings: if the list is empty, the app considers all users to be managers, so everyone can see the location total and sales for the entire month. Set the manager there and click Save; afterwards, other employees will see only their own sales, broken down by cash and card. Users on the POS tablets must log out and log back in.
Note:
(Not allowed / Reading / Writing):
Not allowed means more than "cannot modify": the app or menu item is not displayed at all in that user's account, as if the company didn't have it installed.
If you assign a role to a user who already has manually set permissions, those manually set permissions are deleted and only the ones coming from the role remain. So pick the role first, and only afterwards adjust anything else if still needed.
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