TAKU Retail
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  • What is TAKU Retail?
  • What is TAKU Pay?
  • Watch how TAKU Retail Works
  • How to Sell on Every Channel with TAKU
  • Pricing Plans
  • How to Get Started
    • ✅Onboarding Checklist
    • ⚙️General Settings
      • Business Details
        • SKU & Account ID Formats
        • Financial Settings
        • Inventory Options Settings
      • Inventory Settings
        • Inventory Doc Formats
        • Units of Measure
        • Inventory Categories
        • Inventory Brands
      • Account Settings
        • Account Groups
        • Privacy Consent Capture
      • Money Settings
        • Currency Denominations
        • Cash Rounding
        • Tender Types
          • Creating / Editing Tender Types
          • Store Credits
      • Taxes
        • How Taxes Work in TAKU
        • Creating Sales Taxes
        • Creating Tax Rules
        • Creating Tax Categories
        • Tax Exceptions
      • Privacy Consent Capture
    • 🗺️Zones Settings (Multi-Store)
      • Adding / Managing Zones
      • Stock Allocations
      • Shippers
      • Inventory Doc Formats
      • Recurring Order Setup
    • 📍Store Settings
      • Salesscreen Settings
        • Sales Doc Formats
        • Sales Doc Settings
        • Store Policies
      • Setting up Picture Gallery
      • Return Settings
      • Store Payment Settings
      • Cashout Settings
      • Receipts
        • Receipt Builders
        • Email Receipts
      • Adding / Managing Stores
    • 🖥️Stations
      • Adding / Managing Stations
    • 🖨️Hardware Setup
    • 🔖Discount Controls
      • Restricting Discounts by Product
    • 👥Users & Access Rights
      • User Roles
      • Access Rights by Role
    • 📤Importing Data
      • 🏷️Importing Inventory
        • Matrix Product Import
      • 🙂Personal Accounts Import
      • 🏢Commercial Accounts Import
      • 📇Commercial Contacts Import
    • 🔁Transaction Recovery
  • Selling In Store (POS)
    • 🛒Sales & Returns
      • How to Make a Sale
        • Selling with Picture Gallery
        • Viewing & Selecting Line Items
        • Deleting a Line Item during a Sale
        • Clearing the Salesscreen
        • How to Park or Suspend a Transaction
        • Re-opening a Suspended or Parked Transaction
        • Creating Accounts during a Sale
        • Creating Products during a Sale
        • Price Editing during a Sale
        • Setting a Future Pickup Date
      • How to Return in the Return Screen
        • How to Return or Exchange in the Salesscreen
        • Offering Store Credit for Returns
      • Creating Pre-Orders (Prepaid)
      • Creating Pre-Orders (Unpaid)
      • Commitments (Recurring Orders)
        • Selling Repeat Products during POS Checkout
        • Managing Commitments
          • Generating Recurring Orders from Commitments
          • Skipping, Pausing or Voiding Commitments
        • Processing Recurring Orders
    • 🎯Discounts & Promotions
      • Manual Discounts
        • Applying Line Discounts
        • How to Apply Bulk Line Discounts
        • Applying Sub-Total Discounts
      • Automated Promotions
        • Price Levels
        • Category Promotions
    • 📦Inventory
      • Adding Inventory Items
      • Editing Inventory Items
      • Editing Inventory Prices
      • Receiving Reordered Inventory
      • Creating Matrix Products (Variants)
      • Editing Matrix Items
      • Creating Usage Detail
      • Printing Barcode Labels
    • 👤Accounts & CRM
      • Adding Personal Accounts (Customers)
      • Editing Personal Accounts (Customers)
      • Adding Commercial Accounts (B2B)
    • 💵Cash Management
      • How to Handle Cash
      • Opening the Till
      • Closing the Till
  • Selling Online
    • 🌐Start Selling Online
      • Online Products
        • Publishing Products Online
        • Re-Sorting Online Products
        • Creating Categories for your TAKU eCommerce store
      • Taxes & Payments
        • Online Taxes
        • Setting up Payments
          • Setting Up Online Payment Options
          • Setting Up Manual (Offline) Payments
          • Sorting Payment Options
          • Setting Your Payment Currency
          • Disabling A Payment Option
          • Mapping All Payments for Reporting
      • Pickup, Delivery & Shipping
        • Store Pickup
        • Scheduled Store Pickup
        • Local Delivery
        • Offering Free Shipping
        • Setting Up Shipper Options
      • Designing your Storefront
        • Designing your Online Store
        • Designing your New-gen Instant Site
        • Adding the "About Us"
        • Adding your Business Number
        • Adding a Logo to your Invoices
        • Adding "Shipping & Payment" Policies
        • Adding a "Return Policy"
        • Adding "Terms & Conditions"'
        • Getting Consent at Checkout
        • Adding a "Privacy Policy"
        • Enable/Disable Your Instant Site
    • 🧾Handling Online Orders
      • Fulfilling Online Orders
      • Buy Online Pickup In Store
      • Buy Online Return or Exchange In Store
      • Buy Online Pay In Store
      • Online Storefront Only
        • Signing into TAKU eCommerce (External)
        • Resetting your Password for TAKU eCommerce (External)
    • 📱Facebook / Instagram Shop
      • Facebook Shop
      • Instagram Shop
  • Marketing
    • 🔎Be Found Online Locally
      • Google My Business
      • Google Product Listings
    • 💬Live Chat
      • Facebook Messenger Live Chat
    • 📈Tracking Online Traffic
      • Facebook Pixel
      • Google Analytics
  • Apps
    • 💳Payments
      • In-Person Payments
        • 👑TAKU Pay
          • Business Verification
          • TAKU Pay Accounts
          • TAKU Pay Locations
          • Pairing TAKU Terminals
          • Unpairing TAKU Terminals
          • Terminal Payments
          • Card-Not-Present
        • Ⓜ️Moneris
      • Online Payments
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On this page
  • Making a Simple Cashier Role
  • Salesscreen Access Rights
  • Personal Account Access Rights
  • Inventory Access Rights

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  1. How to Get Started
  2. Users & Access Rights

Access Rights by Role

This article will guide you on how to setup and manage access rights for different roles.

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Last updated 3 years ago

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From the main screen, go to Settings > User Management > Manage Roles. Once the Manage Roles screen opens, click on "Access Rights" located beside the Role that you would like to add, edit or remove access rights to.

Notice how with our example we will be editing the "Cashier" Role, click on Access Rights on the same row as the role you would like to change.

After the "Access Rights" option has been open, you will be presented with the tabs: Data and Visibility.

Data: This will allow information from specified sections to be changed by each role.

Visibility: This will hide or make a feature visible to each role.

Note: By default, a new User Role will not have any Data or Visibility rights. Permissions will have to be given based on what you would like them to have access to.

Making a Simple Cashier Role

For this example we will make a simple cashier role with access rights in mind. You may use different access rights than this example.

Cashiers will be able to:

  • Access all of the sales screen

  • Add and edit customers (Personal Accounts)

  • View inventory stock

Cashiers will not be able to:

  • Delete customers (Personal Accounts)

  • Change pricing

Salesscreen Access Rights

To allow the Cashiers to open and view the screens related to sales, we will go to the Visibility tab and check “Visible” for all options under the Sell Menu. You can enter type a description to filter the results.

Click on the pencil icon to enable edit mode for the table.

Check “Visible” for any screen that the Cashier will have access to. When the changes are complete, press the save button.

Personal Account Access Rights

To allow the cashier to add, edit, and view customers (Referred to as Personal or Commercial Accounts in TAKU, we will use Personal Accounts for this example) we will need to enable visibility access rights to the Accounts Menu as well as change Data access rights.

In the visibility tab search the Description for Accounts Menu > Personal Accounts, here we will see all the components/screens related to the Accounts menu that can be visible or hidden to the user.

If we want to allow the cashier to view Personal Accounts, the General Tab, Status, and Notes only, check the “Visible” box for those options.

When viewing a Personal Account as a Cashier, you will notice that the options that were not checked “Visible” will be hidden.

To allow the Cashier to add and edit Personal Accounts we will move over the to Data tab. Here you can select the Accounts Module from the drop down list.

Check Edit and Add for the Personal Accounts. Since the Delete option is not checked, Cashiers will not be able to delete any Personal Accounts. Save any changes made.

Inventory Access Rights

To allow the Cashier to view inventory stock, we will have to enable visibility to the Inventory List menu and the Stock Levels. Under the Visibility tab search for Inventory Menu in Description.

Check Visible for Inventory List and Stock Level. Save any changes made.

There are no access rights assigned by default when creating a new user role. The Cashier role will not be able to Edit, Add or Delete inventory.

Comparing the inventory screen between an Administrator role and the Cashier role.

👥
Role with full inventory visibility access rights
New restricted cashier role