Users Editor Tool
To use Vantage, every user must log in. Permissions in Vantage are defined based on 'roles', which specify which actions a user can perform.
Users
To edit your users, click the 'Tools' menu and choose 'Users'. The editor window looks like this:
On the left side, you can see the user groups. These are used to group users into logical divisions, but have no effect on the Vantage and are not used to control permissions. You can add, edit and remove user groups using the toolbar buttons above the list.
On the right side, you will see the list of users in the currently selected group. These can also be added, edited and removed using the toolbar buttons above
Creating a New User
To create a new user, first select the group into which you want the user to be placed, thenclick the 'New User...' toolbar button. The user properties window looks like this:
A username must be entered, and should not contain any spaces or special characters. Upper or lower case letters make no difference. This is the username that the user will use when logging in to Vantage.
The user's real name is optional, but it is recommended to enter at least a forename, as this is used for display purposes in some views within Vantage.
Click the 'Select Roles...' button to choose which roles this user will have. The permissions that the user has will be a combination of the permissions provided by all the roles to which they belong.
You can select more than one role using the standard Windows shortcut keys (Shift for range, CTRL to pick individually).
The credentials tab allows you to specify the methods the user can use to log in.
If the user will need to use the till, or any administrative functions of Vantage, they will need to be able to log in using a username and password. To do this, check the 'Enable password authentication' check box and enter a password into the text box below.
If the user will need to log in using a barcode scanner, typically for delivery drivers, check the 'Enable barcode scanner authentication' check box and type the barcode value in the text box below.
The 'Trust' options control how much Vantage will trust the user's authentication. Most tasks are unaffected by this setting, but some very sensitive operations, such as voiding orders, may require full trust. You may want to specify that certain authentication methods, such as barcode authentication, are not sufficient for these operations.
Roles & Permissions
To control user roles and permissions, click the second tab at the top of the editor window. The roles editor looks like this:
The list on the left shows the created roles. You can add, edit and remove roles using the toolbar buttons above the list. Select a role to view its permissions
The 'Administrators' role is built-in to Vantage, and cannot be deleted. Any user with the 'Administrators' is always granted permission for any action. It is recommended that you reserve this role for use only with users who are responsible for overall control of the system. Other roles display the permissions tree:
Permissions in Vantage are hierachical - if you have any permission, you automatically have all of the sub-permissions. This makes it quicker and easier to assign large sets of permissions in one go, with finer control still available if it is needed.
If a permission is ticked, any user with the role will have that permission. If it is not ticked, this role will not grant a user that permission, but they may still gain that permission from a different role. The 'solid square' in the check box indicates that the user does not have that entire branch of permissions, but does have at least one of the sub-permissions within.