A security group is a set of permissions for one kind of job: cashiers, front desk, accounts, managers. Every user belongs to one group, and the group decides which screens they can open, which departments they trade from, and which items they can sell. Set the group up once, then add as many people to it as you need.
Before you start
- You need the User Management permission.
- Your departments and item categories should already exist (Setup → Departments, Products & Services → Item Categories).
Steps
- Go to Setup → Security Groups and press New group.
- Type the Group Name, for example Counter Staff.
- On the Access Roles tab, tick what the group may do. Roles are grouped by area (System Access, Master Data, Transactions…), and each shows how many menu items it opens. Type in Filter access roles… to find one, for example POS. Tick a section's box to tick all of it.
- On the Departments tab, tick the departments the group may trade from. Tick none to leave the group unrestricted.
- On the Item Categories tab, tick the categories the group may sell and see. Tick at least one: a group with no categories sees no items at the till or on invoices.
- Optional: on the Home Dashboard tab, choose which dashboard panels the group sees (see Home dashboard visibility).
- Press Save. Then add people to the group in Setup → Users.
What a cashier usually needs
| Tab | Tick |
|---|---|
| Access Roles | Dashboard Access, POS Operations, Sales Transactions, Returns Processing, Customer Master |
| Departments | The counter or store they sell from |
| Item Categories | The categories they sell |
Tips
- Give a group only what the job needs. You can add a role later in a minute.
- Price and discount limits are set per person, not per group: open the user and use their Rights tab (see A user's rights and sales limits).
- The Administrator group always has every permission. Keep it for owners and managers.
Common problems
- The cashier's till is empty → the group has no Item Categories ticked, or not the ones they sell. Tick them and save; the cashier reloads the till.
- "You don't have the … permission" → the group is missing that access role. See "You don't have the … permission" — what it means and how to fix it.
- A user sees another store's stock → tick the group's Departments; with none ticked the group is unrestricted.
- A group can't be deleted → people still belong to it. Move them to another group first.