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Manage users and roles

Admin

Create, search, edit and deactivate accounts; understand roles.

Presentation

User management lets you create your team accounts and assign each a role: cashier, manager or administrator. The role determines what each can do.

Cashier: sales and till. Manager: monitoring, stock, reports. Administrator: full access (users, settings, accounting, oversight).

Access

Administrator dashboard, Administration section, "Manage users" card.

Interface description

  • Search and filters (active / inactive): Find a user and filter by status.
  • Create a user: Enter first name, last name, e-mail, password (confirmed), date of birth, ID card, and choose the role.
  • Edit / Deactivate: Update an account or deactivate it (with a reason) instead of deleting it.

Step-by-step procedure

  1. Action: Open "Manage users". Result: The user list appears.
  2. Action: To create: tap Create, fill the form and choose the role. Result: The account is created; the user can sign in. Check: Check the assigned role (it governs access).
  3. Action: To remove access: open the user and deactivate them (enter a reason). Result: The account can no longer sign in, but the history is kept.

Examples

[simple] New cashier: You hire a cashier: you create their account with the Cashier role and give them their credentials.

[intermediate] Employee leaving: An employee leaves: you deactivate their account (reason: departure) rather than deleting it, to keep traceability.

Error messages

Passwords do not match.
Cause: The password and its confirmation differ. Solution: Re-enter the same password in both fields.
Role not selected.
Cause: No role was chosen for the account. Solution: Select a role (cashier, manager or administrator) before submitting.

Tips

  • Apply least privilege: grant the administrator role only to people who truly need it.
  • To fine-tune what a user can do (beyond their role), use "Manage permissions" on their profile (see the dedicated article).