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Creating roles and permissions ​

For
Administrator
Where
Back office
Permission
Manage roles
Checked on

A role groups permissions: what a person can do in Braavu POS. A person receives roles, never a single permission. Create a role when neither Caissier nor Gérant fits a position on your team.

Before you start ​

  • Your role needs the permission Manage roles.
  • You can only grant the permissions you hold: the other boxes are greyed out. Removing a permission is always allowed.
  • The roles Administrateur, Caissier and Gérant exist in advance, and keep their French names on this screen. The Administrateur role cannot be edited (see Understanding the administrator's rights).

A role is never deleted. A role that is no longer used is archived: it becomes inactive, grants no permission any more and is no longer offered on an employee's record.

Creating a role ​

To create a role that sells and gives limited discounts:

  1. Open Team > Roles.

    The Team menu, the Roles entry outlined, and the New role button

  2. Click New role.

  3. In Name, type the role's name, for example Display clerk. The software derives a key from it, which does not change afterwards.

    The New role form: the name Display clerk typed in the Name field

  4. Under Permissions, tick what the role allows. To find a permission, type it in Search permissions (a title, a category or a code): for example "sell", then tick Sell at the register.

    The search "sell" and the permission Sell at the register ticked and outlined

  5. Search "discount", then tick Give a manual discount.

    The search "discount" and the permission Give a manual discount ticked and outlined

Some permissions depend on another: the screen writes "Tick … first" followed by the parent permission. To tick or untick a whole group at once, use the group's box.

Setting the role's maximum discount ​

Under Discounts, there are two limits per role. They apply to a discount given by hand at the register, compared with the regular price:

  • Maximum discount per line, in %: on one item;
  • Maximum discount on the sale, in %: on the whole sale.
  1. Type a whole number from 0 to 100 in each field, for example 20 and 10.

    The Discounts section: 20 in the maximum discount per line, 10 in the one for the sale

  2. Click Create the role.

    The Cancel and Create the role buttons, the latter outlined

The screen shows "Role “Display clerk” created." The role appears in the list, active, with its number of permissions and no employee.

The Display clerk role row: no employee, 2 permissions, status Active

Above its limit, the register asks for the PIN of an employee whose role allows that discount. An empty field means "no limit of its own for the role". A person with several roles gets the widest limit among them; the administrator never has one.

Limiting a person to their own sales ​

For a role to see only the person's own sales (sales history and sales reports), leave All sales at assigned stores unticked. This permission depends on View reports.

Archiving a role ​

  1. Open Team > Roles, then click the pencil at the right of the role.

  2. Tick Archive this role: it no longer grants any permission.

    The Archive this role box ticked and outlined, above the Save button

  3. Click Save.

The role stays in the list, with the status Inactive.

The archived role's row: status Inactive

A built-in role cannot be archived. A role you hold, you cannot change yourself.

Troubleshooting ​

A permission is greyed out ​

You do not hold it, so you cannot grant it. Ask an administrator to create the role.

"An existing role, perhaps archived, already has the key derived from this name." ​

Click Create the role again: another key is chosen. You can also change the name.

See also ​