Users
Users
“User” , also referred to as the “Security User”, refers to all those people who use the application. Based upon their roles and permissions, the users can either have access to Web Register or back-office console or both.
This screen allows the administrator to set up new users or search for an existing security user to make modifications and edits to his permissions or group membership. To make modifications or create a new user, the administrator logs into the application using the administrator’s user id and password.
Home > Setup > User Management > Users |
Add A Security User
Go to Home > Setup > User Management > Users.
Here, all the existing users are listed.
Click on “Add Security User”.
It will open the “Users Card” screen.
Enter User Id, Username, Password and other options.
Fill in the required fields. The mandatory fields are marked with an (*) asterisk mark. The various fields in the Create User card are explained below:
User Id
This is a username to login into Tagrain. This can be the user's short name or can be named by roles, example: casher1, cashier2, or Frank, Anthony and so on.
Username
Is the full name of the login user.
Password
This is the password to login into Tagrain. The password is bind by password policy:
Must contain a lower-case alphabet, an upper-case alphabet, a number, a special character.
The password must be of at least 6 characters.
Email
It is the email address of the user; email will be used in some cases of notification by email or a forgotten password. This email can also be used as the login Id of the user.
Allow Access To All Sites
There are some users like store managers or supervisors who can access different sites (store), or can access all stores. You can enable “Allow Access to All Sites” for a particular set of users to allow them access to all stores.
Role
Assign access role to the user, refer to Role section.
Once all the details have been filled in, click on the Save button, to create a User.
Edit A User
Click on the symbol to bring up the “Users Card” screen, wherein you can update user Id | username | password | email etc.
How to Import/Export a User in Tagrain?
Click on the Import symbol to import a user record. Click on the “Import” icon and navigate to the location where your user.xls file sits. Select the file and click OK.
Click on the Export symbol to export a user record. Click on the “Export” icon and navigate to the location where you want to save the user.xls file.
Related Articles
Staff Roster
Introduction A roster is a list containing the names of staff members with the tasks assigned to them along with the shift start time and shift end time. You can not only schedule shifts, track your staff attendance, but also restrict their login ...Display Settings
Introduction Display Settings helps to define display format of various entities such as currency , quantity , date etc. These settings are applied globally. This means that these settings are applicable to all the stores and POS which are active. ...Product Group
Product Group Product Group is a method of grouping products based on some common characteristics or features. Product group is a prerequisite to define a product master in the application. Each product must be assigned a group in Tagrain. It helps ...Manage Serial and Batch
Manage Serial and Batch feature is unlocked when you subscribe to and activate the Serial and Batch Product Management plugin. Introduction Manage Serial and Batch is a screen that allows you to manage all serial or batch controlled products in one ...Collections and Delivery Orders Report
Introduction Collections and Delivery Orders report displays fulfillment summary. It displays whether the order is pending or successfully delivered or picked up. This report can be filtered by Store / Date Range/ Customer/ Transaction Type and ...