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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 16:06 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".


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