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In CashCtrl, very precise user roles can be set up to enable different accesses. Working in a team is thus simplified and each person has access to their area of responsibility. But let's take a closer look.
A role for inventory management is to be created. The person only needs authorization to enter and change items.
Call up the menu via Settings/User & Roles/Roles. Either copy an existing role or add a new one. For example, the role Guest has read-only access and cannot enter data, but can look at everything. A good choice.
The individual columns show the different types of access: All/Read/Create/Edit/Delete. CashCtrl does not specify which permissions to assign, that is up to you. However, certain configurations are mutually exclusive and therefore do not work. In case of doubt, please contact the support.
Or if you want to know it exactly look in the documentation.
So that the new role can operate only the inventory, all other permissions are removed. For the inventory area, all are selected. This way the person will only see the inventory area. Finish with Save.
Now the role of a user can be assigned. You can either select an existing entry from the list or invite a new user. In the example, there is no administrator yet, so someone will be invited. Select the role via Add and enter the email address. Confirm with Invite user.
CashCtrl automatically sends an email and informs the person that he has been invited. If there is no CashCtrl account under the email address, the software creates one immediately. The invited person does not have to create a new account to be able to work with CashCtrl. Confirm the token and off you go.
Be sure to change the password.
And this is how the access looks afterwards. The role means that the person can only see and edit the inventory area. The same works for other areas like the contacts.
