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Summary 0027889: In POS, Menu | User | Role change does NOT work properly
Revision 2014-10-16 16:15 by lorenzofidalgo
Steps To Reproduce In POS backend: [RR14Q4]
Login into ERP System:

"Username": Openbravo
"Password": openbravo
Change the role as “The White Valley Group Admin”

Navigate to User window (General Setup || Security || User)

Create a new record (Ctrl + D)

To create a new user, enter the below user details

Client: The White Valley Group
Organization: *
Name: manualuser
Username: manualuser
Password: openbravo
Click Ctrl + s to save the details

Then navigate to POS Terminal Access tab

Click Ctrl + D to add a new record

Then enter POS Terminal: CMS POS Terminal (This will depend on your terminal)
Click Ctrl + S to save the details


Navigate to Role window (General Setup || Security || Role)

Create a new record by clicking the hot keys Ctrl + D

To create a new user role, enter the below user details

Client: The White Valley Group
Organization: *
Name: Manual User Role
User level: Organization
Manual: Checked
Restricted Backend access: Checked
Click Ctrl + s to save the details

Then navigate to Org Access tab

Click Create one link to add new record

Organization: Central Mountains Store (This again depends on your terminal) (I will assume that you are using CMS-1 POS terminal)
Organization Administrator: No
Then navigate to User Assignment tab

Click Create one link to add new record

Then select below details

User/Contact: manualuser
Role Administrator: Unchecked
Then navigate to Form Access

Click Create one link to add new record

Then select below details

Special Form: Web POS
Click Ctrl + s to save the details


Go again to User window, select manualuser record and go to "User Roles" tab.
Create new record and add "the white valley group admin" role and set it as active.
Create new record and add "FranchiseValleyUser" role and set it as active.
(Now you should have 3 roles: "manual user role", "the white valley group admin" and "FranchiseValleyUser").

Now go to POS and log in as manualuser/openbravo
(You must realise that you have the "PRICE" feature disabled). Go to the menu and go to User | Profile, and select "FranchiseValleyUser" role and Apply. Realise that PRICE feature is disabled. Go to Menu | User | Profile again and select "FranchiseValleyUser" role and Apply. You will now have "PRICE" feature enabled.


Revision 2014-10-16 16:15 by lorenzofidalgo
Description When you change your role in POS it does not change correctly. You have to change twice for getting the access that the role should provide you.

To change your role to work in POS was possible in Q2 (without the need to change user role in POS twice to be able to have the access provided for that role). But in Q3 this works different but worse.
Revision 2014-10-16 16:06 by lorenzofidalgo
Steps To Reproduce In POS backend: [RR14Q4]
Login into ERP System:

"Username": Openbravo
"Password": openbravo
Change the role as “The White Valley Group Admin”

Navigate to User window (General Setup || Security || User)

Create a new record (Ctrl + D)

To create a new user, enter the below user details

Client: The White Valley Group
Organization: *
Name: manualuser
Username: manualuser
Password: openbravo
Click Ctrl + s to save the details

Then navigate to POS Terminal Access tab

Click Ctrl + D to add a new record

Then enter POS Terminal: CMS POS Terminal (This will depend on your terminal)
Click Ctrl + S to save the details


Navigate to Role window (General Setup || Security || Role)

Create a new record by clicking the hot keys Ctrl + D

To create a new user role, enter the below user details

Client: The White Valley Group
Organization: *
Name: Manual User Role
User level: Organization
Manual: Checked
Restricted Backend access: Checked
Click Ctrl + s to save the details

Then navigate to Org Access tab

Click Create one link to add new record

Organization: Central Mountains Store (This again depends on your terminal) (I will assume that you are using CMS-1 POS terminal)
Organization Administrator: No
Then navigate to User Assignment tab

Click Create one link to add new record

Then select below details

User/Contact: manualuser
Role Administrator: Unchecked
Then navigate to Form Access

Click Create one link to add new record

Then select below details

Special Form: Web POS
Click Ctrl + s to save the details


Go again to User window, select manualuser record and go to "User Roles" tab.
Create new record and add "the white valley group admin" role and set it as active.
Create new record and add "FranchiseValleyUser" role and set it as active.
(Now you should have 3 roles: "manual user role", "the white valley group admin" and "FranchiseValleyUser").

Now go to POS and log in as manualuser/openbravo
(You must realise that you have the "PRICE" feature disabled). Go to the menu and go to User | Profile, and select "FranchiseValleyUser" role and Apply. Realise that PRICE feature is disabled. Go to Menu | User | Profile again and select "FranchiseValleyUser" role and Apply. You will now have "PRICE" feature enabled.

--
To see the "Set as default" issue:
Assuming that your default role is "Manual User Role", select in POS Menu | "User" | "Profile" and you select a role different than the one already recorded in the POS backend. For example, "The White Valley Group Admin", "Set as default" and apply it.
That change is recorded in "Default Role" backend field (In User window, more information area), BUT when you enter to POS, the field that is used to assign you a role is "Default POS Role".
Revision 2014-10-16 16:06 by lorenzofidalgo
Description When you change your role in POS it does not change correctly. You have to change twice for getting the access that the role should provide you.
Moreover, checking the backend, you can see that in User window, watching the specific user in form view, in "More information" area, there is a field called "Default Role" and another one called "Defaul POS Role". None of them mandatory. When you select in POS menu "User" | "Profile" and you "Set as default" a role, that change is recorded in "Default Role" field, BUT when you enter to POS, the field that is used to assign you a role is "Default POS Role", so it is obviously wrong.
Even more, this "Default POS Role" lets you to choose roles that are not available to you in "User Roles" tab ("User" window | "User Roles" tab in backend).
To change your role to work in POS was possible in Q2 (without the need to change user role in POS twice to be able to have the access provided for that role). But in Q3 this works even worse.


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