Users and roles
How to create new users, and details on the various roles.
Quick version
Simply navigate to Flow Retail Backoffice using your favorite browser, then go to Users > New User, and fill in the required fields.
Make sure to choose the correct account type and access level for each user, as you will be charged depending on the account type, and as users with more access than strictly needed is normally not a good idea.
First, what is a user?
user?A user is a person, and a person is one specific and totally unique human on earth.
Every user needs a user account, and each user account is set up with different permissions depending on the needs for each particular user (person).
Account types
typesAn account type is one of these: Regular employee, Employee with Backoffice access or Integration.
Below is a list of the various account types:
Regular employee
Regular employees needing basic sales functionality, order handling, etc.
Create and manage any type of sales
Till settlements (e.g opening/closing a till)
Basic reports
Flow Retail Client for Windows/Mac/iPad Flow Retail Assistant for handheld/mobile
Employee with Backoffice access
Employees needing everything like a regular employee, and in addition needs access to Flow Retail Backoffice
Same as regular employee, plus Backoffice (web) for adding/editing products and all other data, like creating new stores, etc.
Flow Retail Client for Windows/Mac/iPad Flow Retail Assistant for handheld/mobile Flow Retail Backoffice for web
Integration
External systems integrating with Flow Retail. Although this is also a user and user type, this is actually not a real person (unless the integration in the other end is an AGI)
Full technical access to the installation, including access to add/edit/delete all data
External system (e.g an ERP system, a PCM system, etc.)
For each user, the following fields are available:
Account type
One of the above
Yes
App username
Username used when logging into all clients (except Backoffice).
Lowercase
No spaces
Yes
App PIN
PIN used alongside the username to log in (except Backoffice)
4-6 digits
Yes
Firstname
Self-explanatory
None
Recommended
Lastname
Self-explanatory
None
Recommended
Display name
Abbreviation of name, or a first name
None
Strongly recommended
For users which needs access to Backoffice
Valid email address
No
Phone
Nice to have for contacting employees
Numbers
No
Access level
Which access level the user should have
One of the options
Yes
External ID
ID from an external system, like an IDM (Identify Management) system
None
No
Language
The preferred language for the user
One of the options
Yes
Access level
Access levelFor each user, a general access level has to be defined.
Seller
Handle any type of sales, opening/closing tills, basic reports.
Department manager
Everything from Seller, plus for example handling purchase orders.
Store manager
Everything from Seller, plus for example creating new users.
Blocked
A user that has been blocked for various reasons.
Store-specific access
Store-specific accessIf a user should only have access to one of a few selected stores, then one can define which stores and which access level they should have in each store, respectively.
Pricing
Flow Retail is licensed on a per-user basis.
The licensing differs between the various Account types. Check our website on www.flowretail.com for more details on pricing.
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