User Roles and Permissions in Uprow
You can use employee roles to group and limit your employees' levels of access in your Uprow Retail account. For example, you might want to disable access to the Reports section for employees with the Associate role. Because multiple employees can be assigned to the same employee role, you'll also save time by not having to set or edit permissions for every individual employee.
Uprow Inventory being an online application, allows multiple users to access it from any location.
You being the admin, can do the following operations with Users.
Predefined User Roles
Users can access the modules based on their role. The following predefined roles are currently available:
•
Admin: has unrestricted access to all the modules. Usually this role is assigned to owners, partners and
store supervisors.
As for other roles, you can create your own user roles by defining access levels & permissions within Uprow point of sale.
Creating custom User Roles
To create a custom user role,
• Go to
Admin >
Securities .
• Select the
Roles and Permissions option on the left side menu.
• Click on the
New Role button.
• You will be redirected to a role creation page.
• Specify a Role Name.
• Add a description for the role and proceed to control access rights & permissions.
• Access rights & permissions can be set for your Contacts, Items, inventory, Sales, Purchases,
Accountant, Settings and Reports in Uprow.
• You can either grant full access to a module or control it by configuring permissions to View,
Create, Edit, Delete & some advanced actions which are specific to that module.
• You can also completely block access to/visibility of certain modules for a role.
• To finish, click on
Save.
Adding Users
• To add new user go to
Admin > Securities > Users
• Click on New User Button on upper right corner.
• Add user pop up will appear.
• Write user Name, email, allocate outlet and assign role to this user.
• Choose a password to login this user.
Editing Users
• To make changes to an existing user, go to
Admin > Securities > Users
• List of all the users will appear.
• Navigate to the preferred user.
• Click on the pencil icon
• This will trigger an edit user interface in the form of a pop-up.
• You can update
Name, Email, Outlet, Role, Active status and password
• Update your changes and then click on the
Save button to finish.
Deleting Users
Deleting a user means, you are permanently deleting the personal data relating to that user and then suppressing any further processing against that deleted user’s profile. For any content (e.g. sales, reports) previously associated with a deleted user, could be lost, keeping that in mind Uprow doesn’t allow you to delete the user although you can deactivate the same.
Deactivating & Reactivating Users
Since you can not permanently delete a user but would like to prevent or restrict the user from accessing Uprow, you can deactivate the user’s status by marking the user as inactive. You can also reactivate inactive users if you want them to use Uprow Inventory again.
• To deactivate a user, go to
Admin > Securities > Users
• List of all the users will appear.
• Navigate to the preferred user.
• Click on the pencil icon
• This will trigger an edit user interface in the form of a pop-up.
• Click on
Status dropdown , select inactive
• Click on the
Save button to finish.
• The user will be deactivated and will no longer have access to your Uprow Inventory .
• To reactivate the user again, follow the same steps and select
active option from the
Status
drop-down.
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