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User and Salesperson Configuration

Scoping Questions

User Configuration

  1. What is the User ID format/numbering scheme? (e.g. 1100, 1200, or staff number)
  2. What default locale should be set for users? (e.g. en-GB)
  3. What default location should users be assigned to?
  4. Which roles should be assigned to each user type?
  5. What are the user working days/time periods?

User Templates

  1. Are user templates required? (templates pre-populate settings when creating new users)
  2. Which fields should be fixed vs optional in the template? (e.g. password rules fixed, employee ID optional)
  3. What default roles should the template assign?

Sign-On Options

  1. Is card sign-on required? (card only, or card with password skip)
  2. Should multi-location sign-on be disallowed?
  3. Should users be prevented from locking multiple POS terminals?
  4. What is the inactivity delay before auto-lock? (0 = disabled)

Salesperson

  1. Are salesperson IDs required for commission tracking?
  2. Should the salesperson be linked to an employee record?
How To Guide

How To Configure Users, User Roles and User Templates

Configuration Examples
User
<retail:user
  xmlns:core="http://www.enactor.com/core"
  xmlns:retail="http://www.enactor.com/retail">
  <retail:userId>1100</retail:userId>
  <retail:displayName>Louis Fox</retail:displayName>
  <retail:userName>
    <retail:title>Mr</retail:title>
    <retail:forename>Fox</retail:forename>
    <retail:surname>Louis</retail:surname>
  </retail:userName>
  <retail:localeId variant="" country="GB">en</retail:localeId>
  <retail:locationId>0100</retail:locationId>
  <retail:roleId>
    <retail:roleId>OPERATOR</retail:roleId>
    <retail:regionId groupHierarchyId="All" groupTypeId="region">UK</retail:regionId>
  </retail:roleId>
  <retail:roleId>
    <retail:roleId>SALESASSIST_UK</retail:roleId>
    <retail:regionId groupHierarchyId="All" groupTypeId="region">UK</retail:regionId>
  </retail:roleId>
  <!-- Password rules (can also be set via user template) -->
  <retail:minimumPasswordLength>1</retail:minimumPasswordLength>
  <retail:maximumPasswordLength>20</retail:maximumPasswordLength>
  <retail:strongPassword>false</retail:strongPassword>
  <retail:forceAlphaNumericPassword>false</retail:forceAlphaNumericPassword>
  <retail:forceMixedCasePassword>false</retail:forceMixedCasePassword>
  <retail:preventPasswordReUse>false</retail:preventPasswordReUse>
  <retail:passwordExpiryTime>0</retail:passwordExpiryTime>
</retail:user>