User settings in the Aurest system allow you to efficiently manage user accounts, including creating new accounts, assigning permissions based on each user's level (such as админ or cashier), and modifying user data when needed. Through these settings, you can ensure system security and appropriately distribute responsibilities among work teams.
✅ Step-by-step explanation and details:
When accessing “Users” from the “Settings” section, a page will appear containing several main options for managing accounts. These options can be used to create new accounts, modify user data, or delete inactive accounts.
1️⃣ Add a new user:
Description:
This option allows you to create a new user account with appropriate permissions.
How to use:
Click the “New” button to create a new user account.
You will find fields to fill in the user data:
Login name (username): Enter the username that the person will use to log into the system.
Password: Enter the user’s password.
Confirm password: Re-enter the password to ensure accuracy.
Name: Enter the full name of the user.
Phone 1: Enter the user's primary phone number.
Phone 2: Enter the user's secondary phone number (optional).
Address: Enter the user's address.
Language: Choose the language to be used in the system (e.g., Arabic, English).
2️⃣ Assign user permissions:
Description:
After creating the user account, you can assign permissions based on their role (such as админ or cashier). Each user has different permissions based on their job needs.
How to assign:
For admin (Admin):
All permissions are assigned automatically, as the admin has full access to all functions and features in the system.
For cashier (Cashier):
Permissions are selected specifically based on the cashier’s needs. Permissions can be defined using the checkboxes (☑️) next to each process or function.
Assigning permissions to users:
Cashier permissions:
✔ Discounts:
Description:
This section allows you to manage the discount operations that the user can perform.
How to use:
Click on the “Discount” tab.
You will see a list of discount options:
Allowed discount percentage:
You can set the maximum discount percentage that the user can apply.
✔ Add-ons:
Description:
This section allows the user to add services or additional products to orders.
How to use:
Click on the “Add-ons” tab.
A list of add-on options will appear:
Customer screen
Modify item prices
Update version
Deactivate
Mobile items
Shift lock
Settings
✔ Invoice types:
Description:
This section allows the user to choose the invoice type when creating a new order.
How to use:
Click on the “Invoice types” tab.
You will see a list of different invoice types:
Dine-in invoice
Takeaway invoice
Hospitality invoice
Delivery invoice
Incoming invoice
Car invoice
Apps invoice
✔ Order window:
Description:
This section allows the user to manage orders through a special window.
How to use:
Click on the “Order window” tab.
You will see a list of order management options:
Print invoice more than once
Print order more than once
Delete printed invoice
Edit printed invoice
Delete printed order
Edit printed order
Delete stock order
Enter negative quantity
✔ Reports:
Description:
This section allows the user to access various financial and administrative reports.
How to use:
Click on the “Reports” tab.
A list of different reports will appear:
Daily transaction report
Item sales report
Item groups
Financial
Daily work report
Log file
Bank account report
Return report
Today’s attendance report
Apps report
✔ Cards:
Description:
This section allows the user to manage different payment cards.
How to use:
Click on the “Cards” tab.
A list of card options will appear:
Items
Groups
Classification groups
Printers
Order options
Raw materials
Hosts
Tables
Table locations
Customers
Daily printers 2
Users
✔ General Information:
Description:
This section contains personal data for the user such as name, phone number, address, and more.
How to use:
Click on the “General Information” tab.
Fields will appear to fill in the personal data:
Name: Enter the full name of the user
Phone 1: Enter the user’s primary phone number
Phone 2: Enter the user’s secondary phone number (optional)
Address: Enter the user’s address
Language: Choose the language to be used in the system (e.g., Arabic, English)
✨ Purpose of permission settings:
The “Permission Settings” section helps you assign user roles based on their job needs, enhancing system security and organizing daily operations. With the available options, you can ensure responsibilities are properly distributed among work teams, improving system efficiency and ease of management.