Profile Maintenance allows the System Administrator to maintain a security profile for each employee. A profile consists of the tasks each employee will be allowed to see and to access.  For example, you may want to give the pricing coordinator access only to Product Maintenance and Coupons, etc., but not to Customer information.  The function of Profile Maintenance is applied in the Employee Maintenance form as the Back End ProfileBack_end_Profile_1.  When adding a new employee, a Back End Profile is chosen which regulates the tasks in the Back End that that employee has access to. To perform any functions in the Back End, the employee must be assigned a Back End PasswordBack_End_Password_1. The Back End Password is assigned when entering the new employee in Employee Maintenance. Once the Back End password is entered, Retail only allows the employees to see and access the tasks chosen according to the employee’s Back End Profile.


To create a new profile:

  1. From the Administration Icon, under Maintenance, click on Profile Maintenance.
  2. Click on Add a New Profile in the toolbar.
  3. In the Profile ID FieldProfile_ID, enter a short identifier to help you recall the profile.
  4. Fill in the Profile Description FieldProfile_Description.
  5. There are 3 columns in the list box below: the Menu Heading, which is a list of all the main menus in Retail, the Menu Description, which is a list of each individual screen and the Selected Check Box.
  6. Under the “Selected” field, click on the check boxes to select the tasks the employee will have access to.  These must be selected carefully to maintain security.
  7. When finished, click on “Save” in the toolbar.


Note: The default description, “All Items” cannot be edited in any way. This is designed so that a user doesn't accidentally remove an item and not be able to access it at a later time.

Tip:  Some of the screens such as Safe Statistics, Make a Deposit, and Security Administration should be only be selected for use by the seasoned manager.

 

  See Also:

  Employee Maintenance