Did you know you can now create Staff Security Templates?
A staff security template can be applied to many staff members. If you decide to change the security options/access for these staff members, you will only need to update the template, instead of each individual staff member.
We have created 4 built in security profiles to help get you started (TQ No Access, TQ Full Access, TQ Retail Access Only, TQ Dispensary Access Only).
NB: These built in security templates cannot be edited.
Creating a New Staff Security Template
From the main menu:
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Retail: 7 Administration, 4 Maintain staff/workgroups, 4. Maintain staff templates
Dispensary: 7 Administration, 5 Maintain staff/workgroups, 5 Maintain staff templates - F3 Add
- Give the template an appropriate name eg. “Store Supervisors”, “Stock Control”
- Use F5 Expand/Collapse, to display all the security options.
- Double click an option, or highlight & press spacebar to adjust between No/Yes
- When you are finished updating the security Template F12 [Accept Details]
Applying Staff Security Templates to your Staff
From the main menu:
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Retail: 7 Administration, 4 Maintain staff/workgroups, 1. Maintain staff
Dispensary: 7 Administration, 5 Maintain staff/workgroups, 1 Maintain staff - Type in part of the surname then enter, select staff member from the list
- Just above the security options, you can see which Security Template is applied to this staff member.
- Press F6 Use Tmplt, Select the security template you wish to apply to this staff member, Press O Overwrite all
- F12 [Accept Details]