Roles

The Roles feature is used to assign different permissions and features to a single or multiple users. It can restrict users or groups of users from accessing various features. To navigate to Roles, select Administration > User Management > Roles.

Verifone will configure default role permissions for the application. Administrator users will need to create roles using the permissions, and then assign them to users.

Adding User Roles

Add Role

To add user roles, navigate to Administration > User Management > Roles and select Add Role at the top of the page.

Role Form

Complete the form by entering at least a role name and selecting appropriate permissions. Use the table below for more details.

Field

Description

Role Name

A name to easily identify the role that is unique and accurately describes the permissions assigned to the user. Ex. Store Manager, Pricebook Manager, Accounting

Role Description

An optional field where you can describe the roles’ purpose and function.

Status

Allows the role to be enabled to deactivated.

Copy Permission from role

Clones all permissions from one user role to another. Useful if you want to then add or remove a single item.

Administration

Site Management: Allows the user to access the Sites features under the Administration menu. (For more information, see the Site Management section.)

Roles Management: Allows the user to access the User Roles functions.

User Management: Allows the user to access the Users functions under the Administration menu. (For more information, see the User Management section.)

Configuration

Store Operations: Allows the user to access site specific configurations related to store operations such as MOP, Tax rates, Departments, Access Control, Fuel Prices, Fuel Configuration, etc.

Payment Operations Configuration: Allows the user to edit and/or access Primary Payment, Mobile Payment & Loyalty Programs and site-specific configurations (For more information see the Primary Payment, Mobile Payment, and Loyalty sections.)