Users and permissions · TMKAN

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Users and permissions

Add your team, give each person a role, and shape what each role may do.

Everyone who works in the system has an account of his own, and every account has a role: a ready set of permissions you can shape.

Before you start

The owner account, or an account with Modify Security & Protection.

The master password: every save on this screen asks for it.

Add a user

Open Settings › Users and press Add User.

Fill Full Name and Password: 8 characters or more, with a letter, a number and a symbol.

Add Phone Number and Email if you like: he can sign in with his name, email or phone.

Choose his Role.

Set his hours under Work Schedule and his cashboxes under Allowed cashboxes; none chosen means all.

Press Create User and give the master password.

The list of users

The new user form

The ready roles

The screens show the roles by their Arabic names.

RoleWhat it may do

«المالك» (Owner)Everything, for the owner account alone.

«مدير» (Admin)Everything, except changing his own role and permissions.

«محاسب» (Accountant)The day’s work in صادرات, واردات, صيرفة and صندوق, with balances, statements, customers and companies. He sees no profits and changes no earlier day.

«أمين صندوق» (Cashier)Cash in, cash out, transfers and paying imports, with no edits or deletes. He reads balances and statements.

«مشاهد» (Viewer)Reads, and changes nothing.

Change what a role may do

Press Roles & Permissions, then pick a role or New role.

For each group, choose None, Read, Entry or Full, then check the switches under it.

Press Save Role.

Under a switch, “Needs: …” names what it cannot work without, switched on with it. “Switched on with it for convenience: …” names lists it also works without.

The Roles & Permissions window

A switch, with its Needs line

Make an exception for one person

In his form, User Permissions lets you allow or deny a permission for him alone. Reset to Role takes him back to his role.

User Permissions, with Reset to Role

Good to know

What a person may not use shows locked, never hidden; pressing it says the permission is missing.

The pause button (Suspend) stops a person and signs him out at once. A suspended user does not count against your licence.

A permission whose line says “with the master password” asks for it each time.

The owner account can Preview as this role, to see the system through its eyes. What you save there is really saved.