Working with Users and User Groups

Working with Users and User Groups Reviewing and Creating User Groups Creating Users User Passwords and Logging In ***Font Size 40 & 22 - Corbel

so we’ll review these first. When creating a New User, the first screen requires you to select a User Group for that user, so we’ll review these first. To add or edit Users, browse to >Admin>Users To add or edit Users, browse to >Admin>Users’ When creating a New User, the first screen requires you to select a User Group for that user, so we’ll review these first.

Browse to >Admin>Users Groups to see the default Groups You can create a new Group as needed. Once assigned to a User, a Group cannot be deleted. Double Clicking on the Group will bring up the Rights Assignments for each Group. You can create a new Group as needed. Once assigned to a User, a Group cannot be deleted. Double Clicking on the Group will bring up the Rights Assignments for each Group. Browse to >Admin>Users Groups to see the default Groups

By default, each User Group has all rights turned on, (though some rights are controlled by hard-coded rules in the background that cannot be changed). You’ll want to edit each for your specific needs. Users assigned to the Cashier group will not be given access to your Solana website, just your POS Terminals so editing is not necessary beyond POS. Under Group Rights, open Community, Menus, POS, Inventory or Admin to drill down to more specific rights. Aside from POS, these rights are only for functionality on your district’s Web Site. POS allows access to manager functions that might be disabled for cashiers. Open Community, Menus, POS, Inventory or Admin to drill down to more specific rights. For each, you can Enable (allowing the User to ‘see’ the feature with Read Only rights), Edit data, Create a new record or Delete data. By default, each User Group has all rights turned on, (though some rights are controlled by hard-coded rules in the background that cannot be changed). You’ll want to edit each for your specific needs. Aside from POS, these rights are only for functionality on your district’s Web Site. POS allows access to manager functions that might be disabled for cashiers. Users assigned to the Cashier group will not be given access to your Solana website, just your POS Terminals so editing is not necessary beyond POS. Next, let’s review how to create Users and provide access to POS Terminals and the Website. For each, you can Enable (allowing the User to ‘see’ the feature with Read Only rights), Edit data, Create a new record or Delete data. Next, let’s review how to create Users and provide access to POS Terminals and the Website.

Click New User to add a User. Once you’ve got your User Groups squared away browse to >Admin>Users Click New User to add a User. Review and edit existing Users by searching using the filtering criteria. Double Click on the User to review settings. Once you’ve got your User Groups squared away, browse to >Admin>Users, to Review and edit existing Users by searching using the filtering criteria. Double Click on the User to review settings. Click New User to add a User.

And select the appropriate group for your new User Because each User must belong to a User Group it will be the first question you answer. Click the dropdown Because each User must belong to a User Group it will be the first question you answer. Click the dropdown And select the appropriate group for your new User And select the appropriate group for your new User

We’ll choose a School Manager, as they usually have access to both POS Terminals and your Website. Next, Select Sites. Assigning sites will allow the User to see the Student and Adult records for those sites. We’ll choose a School Manager, as they usually have access to both POS Terminals and your Website. Next, Select Sites. Assigning sites will allow the User to see the Student and Adult records for those sites. CO Users are typically assigned to all sites, while site managers and cashiers should only be assigned to one site, unless they float. Once assigned, click Select Once assigned, click Select CO Users are typically assigned to all sites, while site managers and cashiers should only be assigned to one site, unless they float.

Website users must have a unique, valid email address. It is strongly recommended not to use general or generic accounts for website users. Cashiers do not have to have a valid email address, but the system does require something with a x@y.z format. Typically Cashier#@SiteNumber.Site (1@1234.site) This provides access to all website functions, including Bank Deposits, Student and Adult Records and Reports. Managers typically require access to these so we’ll fill in those blanks. To give access to your district website, under User Name, complete Email and Confirm Email, First Name and Last Name. You’ll need to distribute the PIN assignments to your users. Select Blind Balancing and Blind Balancing on Till Report as needed to prevent the user from being able to see their variance on till close. POS Settings allows login to the POS Terminals at the assigned sites. The PIN is a 4 digit number and must be unique per district for each User. Under System Options for new Users, Active and Allow Login are on by default. You’ll typically use these when updating existing users. To give access to your district website, under User Name, complete Email and Confirm Email, First Name and Last Name. Website users must have a unique, valid email address. It is strongly recommended not to use general or generic accounts for website users. This provides access to all website functions, including Bank Deposits, Student and Adult Records and Reports. Managers typically require access to these so we’ll fill in those blanks. Cashiers do not have to have a valid email address, but the system does require something with a x@y.z format. Typically Cashier#@SiteNumber.Site (1@1234.site) POS Settings allows login to the POS Terminals at the assigned sites. The PIN is a 4 digit number and must be unique per district for each User. Select Blind Balancing and Blind Balancing on Till Report as needed to prevent the user from being able to see their variance on till close. You’ll need to distribute the PIN assignments to your users. Under System Options for new Users, Active and Allow Login are on by default. You’ll typically use these when updating existing users. Once you’ve Saved the record, an e-mail will be sent with a link, active for 48 hours, to create a login password. Double click the link and follow the Instructions. Password requirements are as shown. If the link expires (48 hours from creation), go to your Solana login, enter your e-mail address and select Forgot Your Password. A new e-mail will be sent. If the link expires (48 hours from creation), go to your Solana login, enter your e-mail address and select Forgot Your Password. A new e-mail will be sent. Once you’ve Saved the record, an e-mail will be sent with a link, active for 48 hours, to create a login password. Double click the link and follow the Instructions. Password requirements are as shown.

You will normally edit System Options for existing users. Because a User with access to the website can login from anywhere, be sure to Inactivate Users who should no longer have those rights. You will normally edit System Options for existing users. Screen shot the edit rights screen You will normally edit System Options for existing users. Because a User with access to the website can login from anywhere, be sure to Inactivate Users who should no longer have those rights. You can set the amount of days to allow a User be Active from the creation of the record Locked indicates that the User has been locked out due to 5 incorrect login attempts. The lockout is 30 hrs. and cannot be undone! Allow Login is used primarily for Users who do not log into to website but have Back of the House assignments such as receiving Orders or editing Production records. Allow Login is used primarily for Users who do not log into to website but have Back of the House assignments such as receiving Orders or editing Production records. You can set the amount of days to allow a User be Active from the creation of the record Locked indicates that the User has been locked out due to 5 incorrect login attempts. The lockout is 30 hrs. and cannot be undone!

Thank you for your time. Please do not hesitate to contact us if you have questions!