Permissions in Yimi refer to the rights and access that a user has within the system. These permissions are designed to control which parts of the platform each user can see and use. Here are some additional details on how permissions can be managed:
Head to More > Employees.
Add or select a user.
Click Next until you reach the Permissions section.
Select the default profile that the user will have:
Administrator: has full access to all platform functions and settings such as creating user accounts and passwords, giving discounts, viewing all transactions, or performing system settings and configurations.
Manager: Access to monitoring and management functions, can add inventory and remove stock manually. Also has limited access to certain key settings.
Assistant: Assistant permissions depend on specific functions assigned by supervisors, has limited access to reports and data.
☝️There is also a Custom option, for you to assign permissions to your preference.
Below is a breakdown of what each permit entails:
Permissions on sale:
Use on personal device: Allows the user to log in with a non-business device. This provides flexibility in the use of Yimi from different devices according to the user's needs.
View transactions of other users: Access to information such as products sold, quantities, reports and any other relevant details related to transactions made by other users in the system.
Give discounts and courtesies: Authorizes the user to apply discounts and offer courtesies in transactions, improving flexibility in sales.
Give credit to customers: Allows the user to grant credit to customers, giving them the option to make purchases and pay at a later date.
Cancel orders (Admin Pin): Requires an administrator PIN and grants the ability to cancel orders, providing additional control over transactions.
Administrative permissions:
Register or edit products: Allows adding new products to the inventory and editing existing product information.
Manage inventory: Provides access to manage inventory, controlling stock, adding or deleting products and keeping information up to date.
Register or edit customers: Facilitates the user to enter new customers into the system or edit existing customer information.
Register or edit suppliers: Allows the user to register new suppliers in the platform or edit existing suppliers' information.
