How to create a store group

This document will show you how to build and assign store groups

 

How to Build a Store group

1. Log in to Backoffice
2. Go to the Enterprise Tab
3. Click on the "Locations" section on the left hand tree
4. Click on the second tab called "Locations Groups"
5. Click Add new record
6. Give it a recognizable name
7. Select the stores you'd like to be in this group
   

 

 

 

How to assign a store group to a user

1. Go to the Staff Tab
2. Click on Employees on the left tree
3. Select the employee you're looking for
4. On the Details tab there is a dropdown called "Location Group Access"
5. Select the store group you'd like this user to have access to
   1. If you do not select a store group they will only have access to their "Home Location"
   2. If you choose a store group, they will then have access to view and edit items at just that group

 

 

How to give a user access to ALL locations

• This example would be for Owners and GM

1. Go to the Staff Tab
2. Click on Job Roles on the left tree
3. Select the Job Role you'd like to edit
4. Expand the "Enterprise" section
5. Find the "Access All Locations" Checkbox
   1. Check this box if you're like this role to have access to all locations regardless of their home store
   2. Uncheck this box if you're like this role to only have access to their home location or store group