Difference between revisions of "Edit User"
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| − | [[File: | + | [[File:CAFWedituser1.png|thumb|upright|500x300px]] |
'''To edit the profile of a CHARGE Anywhere for Windows user:''' | '''To edit the profile of a CHARGE Anywhere for Windows user:''' | ||
| − | ''(Only | + | ''(Only users with User Management enabled may be able to edit the profile of other 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 and select User Management. | '''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 and select User Management. | ||
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*Password - (See Password Policy below) | *Password - (See Password Policy below) | ||
*Clerk Number - Whenever the user processes a transaction, the Transaction Manager will display the clerk # to identify which user processed the transaction. | *Clerk Number - Whenever the user processes a transaction, the Transaction Manager will display the clerk # to identify which user processed the transaction. | ||
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*Permissions - Choose a permission template or manually select which actions the user is allowed to perform. (See Permission Templates below) | *Permissions - Choose 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="row" | Manager | ! scope="row" | Manager | ||
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| <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> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> || <center>'''✓'''</center> | ||
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Latest revision as of 14:05, 23 February 2017
To edit the profile of a CHARGE Anywhere for Windows user:
(Only users with User Management enabled may be able to edit the profile of other users)
1. Right click the CHARGE Anywhere for Windows icon in the notification section of your taskbarto view the CAFW menu and select User Management.
2. Highlight the username and click Edit User. You will be able to edit:
- Password - (See Password Policy below)
- Clerk Number - Whenever the user processes a transaction, the Transaction Manager will display the clerk # to identify which user processed the transaction.
- Permissions - Choose 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 |
