Login/Permission Report Overview
The "Login/Permission Report" lists users and employees along with the permissions that they are assigned.
1. Reaching the "Login/Permission Report"
To reach the "Login/Permission Report," follow the below steps:
Step 1: Log into Control Center
Step 2: Choose Point of Sale
Step 3: Choose Reports
Step 4: Choose List Reports
Step 5: Choose Login/Permission
See Figure A. You will see many types of list reports that will be useful to your retail business. By clicking the drop-down selection, you will see the different types of list reports.
Figure A
You will see the "Report Data is Empty" message initially. You need to select the date range to check the Login/Permission Report. See Figure B.
Figure B
2. Generating the Login/Permission Report
When you navigate to the Login/Permission Report page, you will see the options pre-selected by default. You can generate the House Account List Report for the selected fields. See Figure C.
Figure C
- Report Type: This field allows you to choose and generate the Login/Permission Report for the user/employee.
- Roles: This field has associated options describing the roles of the user, i.e., accountant, store manager/store admin, etc.
Fields:
- User: This field lets you choose the option as a user or employee.
- Permissions: This field displays the permissions allowed to the user/employee.
These permissions are defined in the "User Roles" module, and the report is fetched as per the roles defined there.
Figure D
- All: If this option is selected, then the user/employee will have all the permissions.
- Custom: If this option is selected, then the permissions are customized for the user/employee. See Figure E.
Figure E
As highlighted in Figure E, if all the permissions (Create, Delete, Edit, and View) are checked, then the user/employee is allowed to do all the checked permissions. The Login/Permission Report can be fetched for the user and employee separately.
Figure F
If you have selected "Employee," then it will give you the report on the Permission Type option that you have selected.
- Dashboard Permissions: The Dashboard Permissions for the All Employee Group will display in the Login/Permission Report.
Figure G
- POS Permissions: The POS Permissions for All Employee Group will display in the Login/Permission Report.
Figure H
- Handheld Permissions: The Handheld Permissions for All Employee Group will display in the Login/Permission Report.
Figure I
The Login/Permission Report displays the employee name and the permission granted/not granted to that employee. The value of permissions can be seen as Yes (if allowed) or No (if not allowed).
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