Difference between revisions of "Add User"
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| − | [[File: | + | [[File:CAFWadduser1.png|thumb|upright|500x300px]] |
'''To add a user in CHARGE Anywhere for Windows:''' | '''To add a user in CHARGE Anywhere for Windows:''' | ||
| − | ''(Only | + | ''(Only users with User Management enabled may be able to add users)'' |
'''1.''' [http://kb.chargeanywhere.com/index.php/File:CAFWmenu.png Right click the CHARGE Anywhere for Windows icon in the notification section of your taskbar]to view the CAFW menu. Select User Management and Click Add User. | '''1.''' [http://kb.chargeanywhere.com/index.php/File:CAFWmenu.png Right click the CHARGE Anywhere for Windows icon in the notification section of your taskbar]to view the CAFW menu. Select User Management and Click Add User. | ||
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'''3.''' You may assign a clerk number to the username. Whenever the user processes a transaction, the Transaction Manager will display the clerk # to identify which user processed the transaction. | '''3.''' You may assign a clerk number to the username. Whenever the user processes a transaction, the Transaction Manager will display the clerk # to identify which user processed the transaction. | ||
| − | '''4 | + | '''4.''' Assign a Permission Template or manually select which actions the user is allowed to perform. (See Permission Templates below) |
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<u>'''Permission Templates:'''</u> | <u>'''Permission Templates:'''</u> | ||
| − | The permission templates are predetermined permissions that restrict employees from performing certain actions. ''(These permissions may be altered manually by | + | The permission templates are predetermined permissions that restrict employees from performing certain actions. ''(These permissions may be altered manually by users with User Management enabled)'' |
{| border="3" | {| border="3" | ||
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! scope="col" | Del Cust | ! scope="col" | Del Cust | ||
! scope="col" | Reports | ! scope="col" | Reports | ||
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! scope="col" | Rotate Key | ! scope="col" | Rotate Key | ||
| + | ! scope="col" | User Management | ||
! scope-"col" | Unreg. | ! scope-"col" | Unreg. | ||
|- | |- | ||
! scope="row" | Standard Clerk | ! scope="row" | Standard Clerk | ||
| − | | <center>'''✓'''</center> ||<center><span style="color:#B22222">'''X'''</span style></center> || <center><span style="color:#B22222">'''X'''</span style></center> || <center><span style="color:#B22222">'''X'''</span style></center> || <center><span style="color:#B22222">'''X'''</span style></center>||<center><span style="color:#B22222">'''X'''</span style></center> ||<center><span style="color:#B22222">'''X'''</span style></center> ||<center><span style="color:#B22222">'''X'''</span style></center> ||<center><span style="color:#B22222">'''X'''</span style></center> ||<center><span style="color:#B22222">'''X'''</span style></center> || <center><span style="color:#B22222">'''X'''</span style></center>||<center><span style="color:#B22222">'''X'''</span style></center> | + | | <center>'''✓'''</center> ||<center><span style="color:#B22222">'''X'''</span style></center> || <center><span style="color:#B22222">'''X'''</span style></center> || <center><span style="color:#B22222">'''X'''</span style></center> || <center><span style="color:#B22222">'''X'''</span style></center>||<center><span style="color:#B22222">'''X'''</span style></center> ||<center><span style="color:#B22222">'''X'''</span style></center> ||<center><span style="color:#B22222">'''X'''</span style></center> ||<center><span style="color:#B22222">'''X'''</span style></center> ||<center><span style="color:#B22222">'''X'''</span style></center> || <center><span style="color:#B22222">'''X'''</span style></center>||<center><span style="color:#B22222">'''X'''</span style></center> |
|- | |- | ||
! scope="row" | Manager | ! scope="row" | Manager | ||
| − | | <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center>|| <center>'''✓'''</center>| | + | | <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> |
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| − | |||
| − | | <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> | ||
|} | |} | ||
Latest revision as of 14:05, 23 February 2017
To add a user in CHARGE Anywhere for Windows:
(Only users with User Management enabled may be able to add users)
1. Right click the CHARGE Anywhere for Windows icon in the notification section of your taskbarto view the CAFW menu. Select User Management and Click Add User.
2. Create a username. Create password and confirm it. (See Password Policy below)
3. You may assign a clerk number to the username. Whenever the user processes a transaction, the Transaction Manager will display the clerk # to identify which user processed the transaction.
4. Assign a Permission Template or manually select which actions the user is allowed to perform. (See Permission Templates below)
Password Policy:
- Password has to be at least 8 alphanumerics
- Password must have digits
- Password must have both upper and lower case letters
Permission Templates: The permission templates are predetermined permissions that restrict employees from performing certain actions. (These permissions may be altered manually by users with User Management enabled)
| Sale | AuthOnly | Void | Return | Force | Setup | Add Cust | Del Cust | Reports | Rotate Key | User Management | Unreg. | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Standard Clerk | ||||||||||||
| Manager |
