Roles allow you to manage the users access within Sharper. Roles are assigned to the users. If you are unable to access the roles you do not have permissions to add/edit roles.
User roles are set up at a company-wide level. Any user roles configured at one outlet will be visible and applicable across all other outlets. It's important to switch outlets in order to assign roles for users at each specific location.
To Add a New Role
Click System Settings from the navigation pane.
Select Roles from the menu ribbon.
Click the Add New button.
Enter the unique identifier role Name.
Select the Role Level from the dropdown field. Higher level roles can edit lower level roles.
Accessibility flags give the ability to access modules within the system. As the flags are selected, the modules become available on the right-hand side allowing security setup within the modules. Turn them on and off according to the role’s access within the system.
Click the Next Step button.
Module security selection. Select the options desired for the role’s security within each module. Be sure to scroll down for all the available selections. Click the Next Step button.
Click the Save button when all access has been enabled.
To Edit an Existing Role
Click System Settings from the navigation pane.
Select Roles from the menu ribbon.
Enter the Role in the Search field or hover over the desired role.
Click the Edit button.
Select the desired security roles to enable/disable.
Click the Save button.
Assign a Role
Click System Settings from the navigation pane.
Select Users from the menu ribbon.
Enter the user in the Search field.
Click the Edit button.
Select the Roles menu option.
Select the desired roles for the user.
Click the Save button.
Delete an Existing Role
Click System Settings from the navigation pane.
Select Roles from the menu ribbon.
Enter the role in the Search field or hover over the desired role.
Click the three dots button.
Select Delete.
Click the Yes, Delete! button to confirm on the pop window.