User roles

In this topic:

Standard roles
Add a role
Edit a role
Fields and functions in the user role panel
Delete a role

Standard roles

Go Retail employs user roles to determine the level of access of each user of the application. There are three standard roles already built.

Role	Access level	Intended for
Admin	Users with this role can access all functions.	Administrators, technical support
High	Users with this role can access all transaction types and reports. They have limited access to settings.	Managers, supervisors
Low	Users with this role can access all transaction types. They are limited to their own transactions within reports. They have no access to settings.	Clerks, cashiers

Add a role

You can add more roles if the standard roles are insufficient.

	On the main menu, click Users.
	On the Users page, click Roles.
	Review the list of existing roles.
	To add a new role, click Add role.
	In the Add role panel, complete the name field and description field, then select each function this role will be able to access. Refer to Fields and functions in the user role panel below.
	Once you are finished, click Add role. The Roles page reappears displaying the list of roles including the new role you added.

Edit a role

You can modify an existing role including the standard roles (admin, high, low) to customize them for your business if necessary.

Note: The standard roles were created to meet the needs of most situations. You also have the option to add a role.

	On the main menu, click Users.
	On the Users page, click Roles.
	On the list of roles, click the role you want to modify.
	In the Edit role panel, modify the name field, description field, and the access settings as required to suit your business. Refer to Fields and functions in the user role panel below.
	Once you are finished with your changes, click Update to save them. The Roles page reappears.

Fields and functions in the user role panel

Moneris Go Retail is an application within the Moneris Go portal. Some Go Retail merchants may have access to functions and settings that are not applicable to Go Retail depending on which Moneris services they have purchased. The table below summarizes only the functions and settings applicable to Go Retail.

Field	Description
Name	The name of the role.
Description	A summary of the access level for this role.
Portal	Functions in Moneris Go portal applicable to Go Retail: Transactions: Purchase, refund, refund other users transactions Reports: Access to reports, view other users in reports, export reports Settings: Access to portal, Access settings, View users, Edit users, Access user roles.
Terminal	These settings do not apply to Go Retail.
Retail management	Functions available in Go Retail. Product management (create and edit products) Returns (authorize returns and refunds) Discounts at POS (apply discounts) Reports (access reports)

Delete a role

Follow these steps to delete a role.

	On the list of roles, click the role you want to delete.
	In the "Edit role" panel, scroll to the bottom of the panel and click Delete.
	At the confirmation prompt, click Delete if you are sure you want to permanently remove the role. Otherwise, click Cancel. The Roles page reappears.