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Operations Settings

The Operations Settings module in the Centric System serves as the central hub for managing organizational access and system configurations. It allows administrators to define and control Roles, create and maintain Users, and configure POS Terminals to support business transactions. This module not only ensures proper access control and user management but also establishes a secure, well‑structured framework for day‑to‑day operational activities. By combining permission management, account handling, and terminal setup into one unified area, it provides both flexibility and consistency in enforcing policies across the entire system.

1. Roles Management​

The Roles tab enables administrators to define, assign, and manage system roles. Roles are essential for establishing permission levels and ensuring users have access only to the functionalities relevant to their responsibilities.

Features:​

  • Roles Listing: Displays all existing roles along with their name, description, and role type.
  • Add Role: Allows the creation of new roles with custom permissions.
  • Import/Export: Provides options to bulk import or export role data.
  • Search and Filters: Simplifies locating roles quickly.

Step-by-Step: Add a New Role​

  1. Navigate to Operations > Roles.

  2. Click on the Add button.

  3. Fill in the required fields:

    • English Role Name (e.g., Accountant).
    • Arabic Role Name (if applicable).
    • Code (unique role code).
    • Description (brief explanation of the role).

  4. Under Permissions, select the modules and actions the role should have access to:

    • Check boxes for Create, Delete, Edit, View as needed.
    • Use Select All if full access is required.

  5. Click Save to create the role.

2. Users Management​

The Users tab enables administrators to create, manage, and assign roles to individual users.

Features:​

  • Users Listing: Displays all users with their username, full name, phone number, email, status, assigned role(s), and creation date.

  • User Statuses:

    • Active – User can log in and access assigned modules.
    • Inactive – User account is disabled.
    • Pending – User invitation or account creation is pending.

  • Search and Filter: Quickly find users by status, role, or name.

  • Add User: Provides a form to create new users.

Step-by-Step: Add a New User​

  1. Navigate to Operations > Users.

  2. Click on the Add button.

  3. Fill in the required details:

    • Full Name – Enter user’s name.
    • Username – Provide a unique login name.
    • Email – Enter the user’s email.
    • Phone Number – Enter a valid contact number.
    • Password – Set a secure password.
    • Roles – Select one or multiple roles.
    • Warehouses – Assign accessible warehouses.
    • Default Warehouse – Choose the primary warehouse.
    • Landing Page – Select the page shown upon login.
    • Language – Choose preferred system language.
    • Parent User – Assign parent user if applicable.

  4. (Optional) Upload a Profile Photo.

  5. Click Save to create the user.

3. POS Terminals Management​

The POS Terminals tab is used to configure and manage Point of Sale (POS) terminals, ensuring they are properly linked with the system for smooth sales operations.

Features:​

  • POS Terminal Info Form: Captures details required to set up a POS terminal.

Step-by-Step: Add a POS Terminal​

  1. Navigate to Operations > POS Terminals.

  2. Click on the Add button.

  3. Fill in the terminal details:

    • Terminal Name – Provide a unique terminal identifier.
    • Provider – Select the POS provider.
    • IP Address – Enter the terminal’s IP.
    • Port – Enter the port number (default: 8888).
    • Cash Register No – Assign the connected cash register.
    • ECR Reference No – Enter the compliance reference number.
    • Status – Choose Active or Inactive.
    • Default – Toggle if this is the default terminal.

  4. Click Save to register the terminal.

4. Best Practices​

  • Assign minimal permissions based on role responsibilities to ensure security.
  • Regularly review and update user accounts to avoid inactive or unused profiles.
  • Keep POS terminal information updated for accurate sales tracking and compliance.
  • Use import/export features to streamline role and user setup in larger organizations.

The Operations Settings module is a cornerstone for managing access control, user responsibilities, and sales infrastructure, ensuring the Centric System operates efficiently across all departments.