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How do I manage different user roles for Pickware POS?

You can find the settings for user roles under Settings → System → Users & Permissions in the Roles section. When you install Pickware POS, the Pickware POS User role is added to your shop, which is granted all the permissions necessary for a user to operate the POS App. You can find all the relevant permissions further down in the POS section and deselect individual permissions if needed.

  • Basic permissions – This permission must always be granted. If it isn't granted when saving the user roles, it will be automatically selected.

  • Perform setup – This permission allows the user to set up the POS App (setup for: Germany, Austria, countries without fiscalization).

  • Perform pickup – This permission allows you to process Click & Collect orders.

  • Perform cash deposits and withdrawals – This permission allows you to process cash deposits and withdrawals at the register.

  • Perform cash register closing – This allows the user to perform a cash register closing at the end of a workday.

  • Manually open cash drawer – This permission allows you to open the cash drawer manually via the App menu.

  • Edit product price – This permission allows you to edit product prices at the POS.

  • Grant discount – This permission allows you to grant discounts per product as well as a cart discount.

  • Open sales history – This allows the user to see all past sales and initiate a return.

  • Load cart – This allows the user to retrieve saved carts.

What is the difference between general permissions and detailed privileges?

User and role management is based on roles with assigned rights. A user can have multiple roles at the same time. The permissions of these roles act additively – all granted rights are combined.

Two levels are distinguished for roles:

  • General permissions
    These control which areas of the administration are visible to a user.

  • Detailed privileges
    These determine which actions are allowed within an area (e.g. read, edit, create or delete).

For a feature to be usable, both levels must always match:
The area must be visible and the required detailed privileges must be set.

Especially with ERP and WMS features, it can happen that a menu item is visible but an action can't be performed. In this case, one or more detailed privileges are usually missing. The error message displayed often provides hints about which additional privileges are needed. These can then be added to the role as required.

For more information on user and role management, see the Shopware documentation.

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