8. Access Management
To grant access to your Store database to another person, who does not have administrative rights, you can register a new role, and specify the rules for your employees to manage data. This is possible due to the Access Management feature.
To use it, choose the "Store" tab and click the indicated button:
Next, select from the drop-down list, "Users and Permissions":
A warning message dialog will appear. To proceed, select [Yes].
By default, you will have Administrator rights (login and password at startup are "admin"). To add other Users, and provide them with appropriate access to your Store data, select press [Add Role].
Open the "Roles" tab, and press the [Add] button. Specify the "Role Name", in the subsequently displayed form.
Typical examples are Manager, Senior Manager, Operator, or Seller, etc.
Select [OK], to save your entry.
Unselect the "Administrator rights" checkbox, to set special permissions for the current role.
Specify what features will be available to the newly created role (viewing, modification, or both). You may also manage already existing roles (add, or remove access details, delete roles from a list, or create additional roles, and, or, permissions).
You may also change the default username, and, or, password, by pressing the [Edit] button, located on the toolbar.
Once a role has been created, you can proceed to add a new User and assign it to an appropriate role. Select the "Users" tab, and press the [Add] button. In the form which appears, complete the required information:
- Specify "User Name", set and confirm "Password", choose the user's account status ("Active" or "Inactive"), etc.
- You may also change "Role" details, by simply choosing a relevant option, from the drop-down list:
By assigning roles to users, you assign permissions to users, that have been prior set up, for the role. E.g., if the role "Manager" has permissions to only view certain options, like "Custom Reports", "FTP Queue", "Attributes", but not modify them (not edit, add, delete, import or export), then the user "Nata", who has been assigned the role of Manager, will only be able to view (not modify) these options, but will be able to view, and modify, other options:
Once a role and user are established in Store Manager, you may check the new Account's status, by switching from the user, "Administrator", to a newly created user.
Press this button to open the drop-down list of commands.
If "Logout" is selected, a message requesting confirmation of your actions will appear.
After pressing [Yes], in the resultant pop-up window, you will be able to login to the new account, in the corresponding form.
Every time a user launches Store Manager, he/she should specify "Username" and "Password", in the registration form, to be able to enter and work with the program. Note that the Access Management feature is primarily used to assign permissions for managing your store, within Store Manager. If you need to specify limited (non-administrative) rights to users, in the back-end, as well, access the "Admin" panel.
To disable Access Management, in Store Manager, click the relevant button, within the drop-down list.
Subsequent to this action, anyone will be able to work within the program, even without providing identification, with "Administrative" rights, and permissions, assigned by default.
The next video tutorial could be helpful to preview how to configure different permissions for different users via Access Management section: