In Torgsoft, a role determines access to menus, work forms and specific actions. A user signs in to the program with an assigned role and the required accounting centers, while the employee card is used to keep employee records. The video demonstrates how to configure these three components for an owner and a salesperson.
Access for employees
First decide which actions an employee needs for their work. Then configure a role, create or edit a user, restrict access to data from other stores, and test signing in with that account. You can also view the action log in the program; configure access to financial data, price changes and inventory separately.
Video contents
- 00:00 — Introduction
- 00:25 — Who can be given access to the program
- 02:40 — “Owner” role
- 05:20 — Configuring the form's color scheme
- 08:45 — Giving a salesperson access to the inventory report
- 09:30 — Configuring the “Форма редагування” tab
- 11:25 — What else to enable for a salesperson in “Реалізація” mode
- 14:00 — Access to fiscal register actions
- 16:35 — Configuring the “Користувач” form
- 18:10 — Quick access configuration
- 19:35 — Configuring work time tracking
- 21:20 — Configuring the “Співробітник” form
- 23:20 — How to print an employee badge
- 23:40 — Configuring employee roles
- 25:20 — Where to see how each action in the program is recorded
- 26:45 — Summary
More details: How to configure access restrictions for salespeople in a chain of stores
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