How to Create a User and assign a Role

This article outlines the steps for creating a new user within the Flawless system and assigning appropriate roles. Following this procedure will help administrators streamline user management, enhance security, and tailor access based on specific job functions.

For a step-by-step video on how to Create a User and Assign a Role, you may refer to this video:

https://www.youtube.com/watch?v=Z0sba5RxPw0

Step 1: Access the Store Module

1. Open the Left Navigation Menu:

   • Navigate to the Store option.

   • Select Admin.
     
      
     
     
     

Step 2: Enter Admin Security Code

• When prompted, input your admin security code to gain access. 

• Note: The security code will be sent to the user’s email address.

Step 3: Navigate to Users Tab

• From the Admin module page, click on the Users tab to view existing users.

Step 4: Add a New User

1. Click the Add User Button.
   
   

2. Fill in Required User Details:
   
   

   • A new dialogue box would pop up asking you to fill out the details of the new user that you are creating:

   • Fill out the information on the form and click OK to create the user

NOTE: You may assign the user to a commission pool instead of receiving a commission percentage.

A commission poolis a collective fund from which commissions are distributed among eligible team members based on their contributions and performance. This approach fosters collaboration and allows for a more equitable distribution of earnings within the team.

Step 5: Confirm User Addition

• Verify that the new user appears in the user list. In this example, I created a new user named Chester.

Step 6: Assign User to a Store

1. Click on the Stores Tab.

2. Select the Appropriate Store (e.g., Test Store).

   • Navigate to its Users tab and click Add User.
     
     

3. In the User Field:

   • Click the dropdown menu and select the user you wish to add (e.g., Chester for Test Store).
     
      
     
     

Step 7: Assign Roles

1. Select User's Role:

   • Click the “+” icon to display available roles.
     
     
     

2. Choose Desired Roles:

   • Select the desired roles from the list, or click “New Role” if the specified role is not listed.
     
     
     

3. Example Role Assignment:

   • Designate “President” as the title for the new role, with “Test Role” as the description. 
     
     
     

4. Save the Changes:

   • After assigning the role, you will see the adjustment reflected in the User tab.
     
     

5. Edit or Delete User:

   • You have the option to edit or delete the current user by clicking the three-dot menu on the right side.
     
     

Troubleshooting

If you encounter any issues while trying to Create a User and Assign a Role, please reach out to  Flawless POS customer support for technical assistance.