Required Roles, Role IDs and Authorisation Levels

Scoping Questions

1. What user roles are required? (e.g. Operator, Supervisor, Manager, Assistant Manager, Sales Assistant)
2. What authorisation level should each role have? (higher levels can authorise actions for lower levels)
3. What Role IDs should be used? (e.g. OPERATOR, SUPERVISOR, MANAGER_UK)
4. Should roles be region-specific? (e.g. MANAGER_UK vs a global MANAGER role)
5. What privileges does each role need? (e.g. cash management, returns, CRM, gift cards, loyalty, inventory)
6. Are there any specialist roles required? (e.g. Cash Office Supervisor, Store Back Office, Customer Orders)

How To Guide

How To Configure Users, User Roles and User Templates

Configuration Examples

Role

<retail:role
  xmlns:core="http://www.enactor.com/core"
  xmlns:retail="http://www.enactor.com/retail">
  <retail:roleId>SALESASSIST_UK</retail:roleId>
  <retail:description>Sales Assistant - UK</retail:description>
  <retail:authorisationLevel>20</retail:authorisationLevel>
  <retail:regionId groupHierarchyId="All" groupTypeId="region">UK</retail:regionId>
  <retail:privileges>
    <retail:id>enactor.pos.PrintTenderTotals</retail:id>
  </retail:privileges>
  <retail:privileges>
    <retail:id>enactor.pos.DisplayTenderTotals</retail:id>
  </retail:privileges>
  <!-- ... additional privileges ... -->
</retail:role>

Reference set roles and authorisation levels: OPERATOR (10), SUPERVISOR (20), SALESASSIST_UK (20), LOYALTY_UK (21), CUSTOMERAC_UK (22), GIFTCARD_UK (23), RETURNS_UK (24), CRM-POS-UK (25), CASHMAN_UK (26), TRAINEE_MANAGER (30), ASSISTMANAGER_UK (40), MANAGER_UK (50), POSADMIN_UK (60).