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
- Action: Open "Manage users". Result: The user list appears.
- 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).
- 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).
