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Viewing_Editing Existing Profiles & Users
Viewing_Editing Existing Profiles & Users
- Select Security.
- Security information displays. The information is broken into two tabs Profiles and Users.
Field |
Description |
Profiles |
Determines what menu options each user attached to the profile can see when they log in. |
Users |
Created in PrismCore Admin or in Admin Tool. Attach Profile to determine |
- Profiles are added first and then Users, assigning them each to a Profile.
- To view information about a specific profile or user, select the tab and the profile or user to view.
Profiles
- After selecting a Profile, the eighteen modules that you can assign access to display.
- Accounts Receivable: May this profile allowed to configure accounts receivable?
- Campus Debit Reconciliation: May this profile view Campus Debit Reconciliation information?
- Concierge Orders: May this profile view Concierge Orders?
- Discounts: May this profile configure Discounts?
- Key Management: May this profile edit the passphrase?
- Location: May this profile view Location information?
- MSR: May this profile Configure MSR Cards.
- Parameters: May this profile edit Parameters?
- POS: May this profile view Register or Sequence Series information?
- POS Devices: May this profile view POS Devices?
- Quick Menu: May this profile configure Quick Menus?
- Receipts: May this profile view Receipts?
- Register: What may this profile have access to on a register.
- Allow Discount
- Allow No Sale
- Allow Override Price
- Allow Post Void
- Allow Refund
- Allow Rental Refund After Expiration
- Allow Unregister Device
- Edit Customer
- Add Customer
- Add Customer Account
- Edit Customer Address
- Edit Customer Name
- Add Customer
- Edit Tax
- View Hardware
- Register Report: May this profile view Register Reports?
- Sales Events: May this profile configure Sales Events?
- Security: May this profile view Security information?
- Tenders: May this profile Configure Tenders?
- Transaction Inquiry: May this profile view Transaction Inquiry?
Users
- Select Users and the user you wish to view. The Profiles attached to the user display.
- Four options display for each User: Edit, Assigned Profiles, Assigned POS's, and Permissions.
- Edit includes, Edit and Disable & Hide.
- A user may have multiple profiles assigned. Select + to assign and to remove profiles.
- A user may have multiple POS's assigned. Select + to assign and to remove POS's.
- To view permissions attached to an assigned profile, select the profile and then Permissions. Use the drop down under permissions to view the various modules and the permissions assigned.
- Selecting Edit gives two options, Edit and Disable & Hide.
- Select Edit, and Edit to edit information about the user. Edit User displays.
Field |
Description |
Name |
Login. |
Display Name |
Name that displays when logged in. |
Account Locked |
Uncheck to unlock account. |
Require password change |
Check to require user to change password. |
Last Password Change |
Date and time password was last changed. |
Failed Login Attempts |
Number of failed login attempts by user. |
Reset Password |
Do not use. |
Card Number |
You may set up a barcode scan as a login to the register. The barcode must be hand entered here. |
- Selecting Disable & Hide, displays a Delete User dialog box. Selecting Delete, disables and hides the user.
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