Summary
👤 Super User Setup: Devices come with one pre-loaded super user profile, allowing full access to all features.
🔧 Creating and Editing User Profiles: You can add new profiles and assign roles like Super User, Manager, User Manager, or Print Only, each with different permission levels.
⚙️ Role Permissions: Super Users and Managers can edit, add, and delete content; User Managers can manage profiles; Print Only users can only print.
Detailed Step-by-Step Summary: Roles and Setup
Introduction to Roles and User Profiles
- Default Super User Profile: Each device comes pre-loaded with a super user profile matching the account name. This super user has the highest level of permissions, allowing full control over the device’s features and settings.
Step 1: Accessing User Profiles
- Navigating to User Profiles: After logging in as a super user, you can access the user profile management by pressing the home button and selecting “Manage Profiles.”
- Viewing and Editing Profiles: In this section, you can view all existing profiles. You have the option to edit or delete profiles as needed.
Step 2: Adding a New User Profile
- Creating a Profile: To add a new profile, click on “Add Profile.” Enter the user’s name and select a role from the available options: Super User, Manager, User Manager, or Print Only.
- Role Selection: The video demonstrates creating a profile for “Tom Simms” as a super user, providing full access to all device functionalities.
Step 3: Understanding Role Permissions
- Super User and Manager Roles: Both Super Users and Managers can add, edit, and delete products, categories, and other content. However, the super user is typically the account owner.
- User Manager Role: User Managers can manage user profiles but cannot edit content like products or categories.
- Print Only Role: Users with this role can only print from the device; they cannot add, edit, or delete any content.
Step 4: Switching and Upgrading User Profiles
- Switching Profiles: You can switch between user profiles by selecting the initials at the top of the screen and choosing the desired profile.
- Upgrading a Profile: The video shows how to upgrade a profile, such as changing a “Print Only” user to a “Manager” to grant additional permissions.
By following these steps, you can effectively manage user roles and permissions on your device. This flexibility allows you to tailor access and control based on the specific needs of your team members, ensuring the right balance between functionality and security.