User Role Setup

This is where you create and modify User Roles.

Purpose

A User Role provides a security template that you can use for multiple users. This makes it easier to manage security since you do not have to do a line-by-line security setup for every user.

If you need to make changes to an entire group of users, you can do it easily under here.
When you add a new user, just assign them to the appropriate User Role for their job.
If a user’s responsibilities increase, just re-assign them to a Role with more rights.

User Role Setup Form

You can have any number of roles, depending on the levels of security required: Administrator, Supervisor, Manager, Cashier, etc.

Administrator is the only group that can access Administration: System Settings.
- This includes Security (add/delete Users or User Roles, change User Roles assignments, etc.).
- The first user that logs in will always be set up as an administrator. You can assign additional users to this group if you want to.
Other user groups can be set up as needed. Several sample groups are provided on installation, but it is recommended you customize them to meet local needs.
- Suggestions for User Role rights:
  - POS Cashier would usually just need rights for serving on today’s date and running basic reports.
  - Manager could also have rights to change account balances, serve on a different date and run additional reports.
  - Supervisor could also be allowed to unclose a day or void other users’ transactions.
For more details on Point of Sale and Free & Reduced Security Settings, please see Point of Sale and Free & Reduced Security Settings.
Click the button to add a new User Role.

add user role form

Enter a description in the Description field.
Click Save to apply the changes or click the 'x' to exit the form. You will be returned to the User Role Setup form.

Edit a User Role

Hover over a User Role, and click the Cog Option to click Edit. This opens the Add User Role form
- Edit the description/title of the existing User Role here.
Click the Save button when complete.

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Meals Plus Web Help, 10/2019