Configuring roles, users, and employees in Torgsoft

The video shows how to configure access rights for staff in Torgsoft so that salespeople see only the data they need, while the owner keeps full control over the store network. 

The walkthrough follows the logic «role → user → employee». A role defines the set of permitted actions, a user ties access to a specific cash register, warehouse, or accounting center, and an employee stores personal data and helps organize working hours.

 In this video you will learn how to:

• restrict access to accounting centers and prevent switching between stores

• set up stock visibility by warehouses and hide data from other locations

• limit access to finances: cash registers, accounts, revenue, and related reports

• block risky operations: changing prices, removing items from a receipt, selling «into negative stock»

• give a salesperson only the necessary elements in the «Sales» and «Stocktaking» modes

• manage permissions via the access rights setup wizard to quickly apply typical scenarios

• organize convenient sign-in under different accounts and monitor actions via the action log and change journals

This material is useful for entrepreneurs building a security system for a store or a retail network: minimum access for the cashier, maximum control for the owner, transparent action auditing, and fewer risks caused by the human factor.

00:00 — Introduction

00:25 — Who you can set up access for

02:40 — The “Owner” role

05:20 — Setting up the form color scheme

08:45 — Giving a salesperson access to the stocktaking sheet

09:30 — Settings on the “Edit form” tab

11:25 — What to additionally open for a salesperson in the “Sales” mode

14:00 — Access to actions with the fiscal register

16:35 — Configuring the “User” form

18:10 — Quick access setup

19:35 — Setting up working time tracking

21:20 — Configuring the “Employee” form

23:20 — How to print an employee badge

23:40 — Configuring employee roles

25:20 — Where to see how each action is logged in the program

26:45 — Summary

How to set up access rights restrictions for salespeople in a store network