Multi-store groups using Centralised Customer Accounts can set permissions to control what stores or individual users can do. Head Office users can specify which stores can create new accounts, and stores can specify which staff can view, edit or create accounts.

Information for Head Offices

Set store permissions

Head Offices can determine which individual stores are able to create new Centralised Customer Accounts.

From the Minfos Launch Pad:

1. Click the Update Manager icon.

The Update Manager window is displayed.2. Select the required store.

A sidebar will display on the right side of the screen.3. Scroll to the bottom of the sidebar to access the Centralised Customer Accounts section.

4. In the Centralised Customer Accounts section, select or deselect the Disable New Account Creation checkbox as required.

5. Click Save.

The change will be applied to the store.

Note: This option is only available to Head Office users, and cannot be changed by stores.

Information for stores

In stores that have been disabled from creating new accounts by their Head Office, the Add button on the Customer Account Management screen will be greyed out.

Stores can restrict access to Centralised Customer Account functions by user. For example, stores may restrict the ability to create accounts to select staff.

Set user permissions

To perform this process, you must be logged in as a user with admin access.

From the Minfos Launch Pad:

1. Click the Special menu, and select Utilities.
   The Utilities module is displayed.
2. Click the Maintenance menu and then click 1. Users.
   The User Security Maintenance window is displayed.
   
   
   
   
3. Select the relevant User from the User List and click Change.
4. Within the Retail section, select the required security level from the  Group Accounts dropdown menu:

5. Click Save.

For further information on user permissions, see Review the Supervisor User and any other existing users in Minfos