Application Roles

In this tab, we can create staff roles that can later be assigned to staff members in the ‘Staff Members’ tab (LINK)

• An Application Role is simply a list of tasks that a staff member can perform in Retail 365

Multistores Please Note: Aspects of a Staff member’s role will not necessarily transfer from shop to shop

For example, let us take a staff member who has been assigned a role that enables them to change the price of products e.g. the manager of Head Office. If this Staff member logs into a branch of their pharmacy that is not permitted to change the price of products, this aspect of their role will be disabled as long as they are logged into this shop

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How to Add a New Staff Role

• Login to Retail 365

• Press on the Config tile

• Select the Application Roles on the black bar

• Press the button

• Enter the Staff Role name and press Add Role

• The window displayed below will appear temporarily confirming that the staff role has been successfully

• Chose the settings you would like enabled for this role

• There are 7 sections to complete:

See Example of the Orders Section

• Simply select 'Yes' or 'No' for each option

• For example: If you select 'Yes' from the drop-down beside 'Can Do Returns', all staff members with this role will be able to perform returns to a supplier