Users, roles and security
TiendaSettings
Settings, Users lists everyone who can sign in to your shop.
- Choose + New User.
- Fill in the Name, Email and Locale (the language of the back office: Nederlands or English; with Papiamentu or Español it is shown in English).
- Choose the Role (see below) and optionally Profiles.
- Save. The person gets an invitation by e-mail; Send the invitation again if it got lost.
Signing in is always with a code sent by e-mail; there are no passwords to steal or forget.
A person who also belongs to another shop keeps one e-mail address and PIN for both; these cannot be changed from your shop.
Every user has one role:
| Role | Can |
|---|---|
| Admin | Everything, including Settings and users. |
| Member | Day-to-day work: sell, orders, products, customers. Not the settings. |
| Viewer | Look, without changing. |
| Driver | Only the driver app, with the routes assigned to them. See Delivery. |
Profiles: limiting what someone may do
Section titled “Profiles: limiting what someone may do”A profile limits a user to a set of permissions, for example a cashier who may sell but not see the reports. A role is a set of permissions; a profile bundles roles; a user gets one or more profiles. A user with a profile can only do what its permissions allow; without a profile the user has the full access of their role. Administrators are never limited.
Profiles and their permission sets are the same for every shop and are managed by Shiloh. You decide which of your users get which profile: open Settings, Profiles, choose a profile and Add user, or choose the profiles on the user.
A page a person may not open says No access: Your role or profile does not give access to this page.
Security
Section titled “Security”Settings, Security:
| Setting | What it changes |
|---|---|
| Max Session Duration (minutes) | After this many minutes a user has to sign in again. Leave blank for the standard 24 hours. |
| Idle Lock After (minutes) | Minutes without use before the back office locks and asks for the user’s PIN. Leave blank for no lock. |
| Require a PIN | Staff without a PIN are asked to set one (under My Account), so they can unlock the screen and use the quick user switch. |
A user who forgot their PIN asks an administrator to reset it (Settings, Users, the user, PIN).
Settings, Tenants lists the shops you administer, if you have more than one. New shops are made by us.