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How to create users & manage their permissions

A step-by-step guide to creating users and managing their permissions through the Grafterr Admin Panel

Updated over a month ago

Users and their permissions allow you to control who can access the Grafterr Admin Panel and what actions they are allowed to perform. Each staff member can be given a unique login along with specific permissions - such as viewing reports, managing orders etc - based on their role in the business. This ensures security, prevents unauthorized changes, and helps maintain proper operational control inside the system.

Navigating to Users & Permissions:

In order to navigate to users & permissions section through the Grafterr Admin Panel, follow the steps below:

  1. Login to your Grafterr Admin Panel through the Grafterr website. Once you are logged into the Admin Panel, look at the menu on the left side of the screen. Scroll down until you find the option called “Mandatory Settings.”

  2. Under this section, you’ll see an option called “Users (Permissions).” In this section, you’ll learn how to view, create, edit, and manage users, as well as setting the right permissions for each role.

  3. Once you click on it, you can see a complete list of all users that have already been created.

Creating a New User (Staff/ Operators):

  1. To create a new user, click on “Add a New Employee” on the bottom centre. You’ll then need to provide the following information:

    • Staff name – Full name of the staff member.

    • Staff login passcode – A 2 to 6 digit numeric passcode that the staff member will use to log in to the Grafterr Operator Application.

    • Mobile number – Optional field for storing contact information.

  2. Next, assign the staff member’s designation. If they are a Supervisor, enable the supervisor toggle. For other staff, enable the “Other staff” toggle and select the correct designation from the dropdown list.

    • If a designation is missing, you can create a “New designation” directly from this screen.

Setting up Permissions for Users:

Once the basic details are filled in, you need to set permissions to control what the users can access. There are four main permission types:

  • Access POS

  • Access Application

  • Access Management

  • Technical Support Permission

Access POS Permissions:

  • Access POS grants the user permission to access the point of sale system using their passcode.

  • If enabled, they can perform POS-related actions such as generating X-Reports, accessing Admin Panel, adding extra charges, and more.

  • The staff member can also utilise multi-operator login mode, provided they have a temporary passcode created from this section.

Access Applications Permissions:

  • Access application allows staff to log into selected applications using the same passcode. You can choose exactly which applications they can access (e.g., Self checkout, Driver app, etc.).

Access Management Permissions:

  • Access management grants Admin Panel access using an email and password.

  • This is a high-level permission typically given only to managers or supervisors, as it provides access to sensitive areas such as the business dashboard, reports, and customer data.

  • To enable this, enter the staff member’s email address. They will be sent an invitation email to set up a mandatory password for secure access.

Technical Support Contact & Saving the Permissions:

  • Technical support permission authorises staff to contact Grafterr support on behalf of your business. This includes the ability to access or amend sensitive account information.

After entering all details and assigning the correct permissions, click “Submit” to create the new account. The newly added staff member will now appear in the user list on the dashboard, ready to be updated at any time.

Refreshing the Operator application and testing the changes:

The final step is to refresh your Grafterr Operator application to see the updates working.

  • On the Operator login screen, click on “Refresh” and see whether the user you created is visible in the user list.

That’s it! You’ve successfully learnt how to create users and manage their permissions through the Grafterr Admin Panel. If you face any issues along the way, feel free to reach out to our support team.

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