Users & Roles
Control who can access your system and what they can do.
User Accounts
Creating a User
Go to the Admin (cog button, top left) > Admin Panel
In the Admin Panel under User Management > select Users > New User
Enter user details: Name, Email, Password, Password Confirmation
Select Role and Permissions for the User
Click Create > the user is now added.
User Information
Administrators can view basic user information.
Select from the list - click View or Edit
Or, use the Search function to find a specific user
User profile information:
Name, Email, Roles and Permissions
(password remains hidden)
Editing Users
Find the user
Click Edit
Change details
Click Save changes
Roles
Roles define what users can do and access in AERIS.
Default Roles
Super Admin - full account access and control
Admin - modify and add users, full access
Cashier
Manager
Sales Staff
Warehouse Staff
Access definitions
Access POS - Use point of sale
View Reports - See reports
Process Refunds - Issue refunds
Void Sales - Cancel transactions
Manage Stock - Adjust inventory
Access Admin - Enter admin panel
Creating Custom Roles
In the Admin Dashboard > Go to User Management > Roles
Click New Role
Name the role
Select permissions
Save
Password Management
Reset Password
Admin can reset any user's password:
Edit the user
Click Reset Password
Enter new password
User must change on next login
User Changes Own Password
Click profile menu > Profile Settings
Select Change Password
Enter current and new password
Tips
Give users only the permissions they need.
Do not delete user accounts, deactivate to ensure historical records are retained.
Every user should have their own account for accountability.
Review user access regularly and remove unused accounts.
Limit admin access to those who truly need it.