Understanding Store Level Settings and User Permissions
1. Introduction to Store Level Settings 0:00
● Announcement of a new release regarding store level settings for users and user groups.
● Emphasis on the significance of this release as a foundational step for future developments.
2. Customizing User Permissions 0:10
● Ability to customize user permissions at the store level.
● Users can be managed per store, allowing for tailored access to features and functionalities.
3. Managing Store Settings 0:24
● Overview of how to set specific permissions for users, including:
○ Creating new store users.
○ Access to various dashboard features.
4. Dynamic Settings for Different Stores 0:41
● Explanation of how settings can be adjusted based on store needs:
○ Example: A store that does not handle firearms can have related permissions turned off.
5. New Features and Functionality 1:04
● Introduction of new features such as:
○ In-store inventory balance.
○ Loan balance visibility.
6. Demonstration of Turning Features On and Off 1:14
● Live demonstration of toggling features on and off in the dashboard.
● Example of how to manage settings in a demo shop.
7. Impact on Menu Buttons and Overall Platform 1:47
● Explanation of how changes affect menu buttons and overall platform functionality.
● Example: Disabling the export to CSV feature for certain users.
8. Conclusion and Future Updates 2:05
● Excitement about the upgrade and its potential.
● Encouragement to look out for more updates in the future.
Link to Loom
https://loom.com/share/43a33a1235204f91867086eb2155e692
Store Level Settings Management SOP
Objective
This SOP outlines the steps to customize user permissions and settings at the store level, ensuring that team members can effectively manage user access and features.
Key Steps
1. Access User Settings 0:10
● Navigate to the user settings under the specific store.
● Review the list of users associated with the store.
2. Customize User Permissions 0:24
● For each user, customize permissions based on what they can see and do.
● Determine if the user can create new store users.
3. Set Store-Level Settings 0:32
● Identify any specific settings that need to be adjusted for the store.
● For example, disable permissions related to firearms if the store does not deal with them.
4. Enable/Disable Features 0:41
● Use the settings to turn features on or off for the store.
● This includes features like in-store inventory balance and loan balance.
5. Test Changes 1:04
● After making changes, check the dashboard to ensure that the settings are applied correctly.
● Turn features off and on to see the impact on the dashboard.
6. Manage Menu Buttons 1:47
● Ensure that menu buttons reflect the permissions set for users.
● For example, disable the export to CSV option if it should not be available.
7. Review and Finalize Settings 2:05
● Review all changes made to ensure they align with store policies.
● Finalize settings and communicate any changes to relevant team members.
Cautionary Notes
● Ensure that permissions are set correctly to avoid unauthorized access.
● Double-check settings before finalizing to prevent any disruptions in user functionality.
Tips for Efficiency
● Regularly review user permissions to keep them up to date.
● Document any changes made for future reference and audits.
Link to Loom
https://loom.com/share/43a33a1235204f91867086eb2155e692