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How can I set up permissions for a User?

Written by Andrei

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.

If the new user doesn't have any permissions, it won't be able to access the Ebriza platform or POS.

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.


Frequently asked questions:

Q: I gave a user the Inventory permission, but they still get "Access denied" in Ebriza OPS. What else is needed?

A: For Inventory access in Ebriza OPS, the menu permission alone is not enough.

Two steps are required:

  1. In Account Settings → Users → Permissions, set Inventory to Read or Write for the correct location, and save.

  2. In Account Settings → Company Settings → Administration Settings, enable the user for inventory access.

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.

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.

[tags: how to set user permissions, how do i set users attributes, forbidden, why can't i access my new user account, inventory permission, settings, permissions on location]

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