Users

1. What does this feature do?

The Users module, within the Employees module, allows the App User to create and manage regular application users.

2. Who is this for? (Roles & Permissions)

This feature is available to any role with permission to view, create, and update employees.

• Super Admin: Can view and set a global status to a user for all locations.
• Admin: Can view, create, edit, and bypass limits within their assigned location.
• Owner: Can view, create, edit, and bypass limits within their assigned location.
• Manager: Can view, create, edit within their assigned location.

3. Business Rules & Constraints

• Rule 1: A user must have a unique email address across all locations.
• Rule 2: A user must have a unique phone number across all locations.
• Rule 3: A user must have a unique Password across all locations.
• Rule 4: A user must have a unique Position ID within the current location.
• Rule 5: A user must have a unique Role across all locations.

4. UI Placement

Employees

5. How-To Guide (Step-by-Step)

A user can be created within a specific location and can also be assigned to additional locations using the same email address.

User data is divided into global and location-specific information.
Global information is shared across all locations, while location-specific data (such as compensation fields) is managed independently per location.

Create a User

1. In the main menu, navigate to the Employees section.
2. Click the + User button.
3. Fill in all required fields.
4. Click the Save button.
   
   

Edit a User

1. In the main menu, navigate to the Employees section.
2. In the employee list, click on the user’s name to edit.
3. Update the desired fields.
4. Click the Update button.
   
   

Assign a Location Role to an Employee

1. In the main menu, navigate to the Employees section.
2. Open the employee’s profile and click Edit, or click + User to create a new employee.
3. In the employee form, locate the Role dropdown. It shows all roles available at the current location.
4. Select the desired role and complete any other required fields.
5. Click Save. The employee’s access at this location is updated immediately.
   
   

Assign a Global Role to a User

1. Log in and select Admin View from the location selection screen.
2. In the sidebar, navigate to Users.
3. Locate the user using the search bar or the role/status/location filters.
4. In the Global Role column, click the edit icon next to the user’s current role (or the dash if none is assigned).
5. A dialog opens with a dropdown showing assignable global roles plus a None option to remove the current role.
6. Select the desired role. A confirmation prompt reminds you that global roles grant app-wide permissions not limited to any single location.
7. Confirm. The user’s role updates immediately and is reflected in the table.