Note  This article is intended for Minfos Pilot stores only. It contains either new or updated functionality that is not generally available at this time. Please look out for these new features in an upcoming Minfos software release.

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 Minfos Launch Pad:

  1. Click the Update Manager icon.

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    The Update Manager window is displayed.

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  2. Click the Publications tab on the left sidebar.
    The Publications screen will display.

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  3. Select the required store.
    A sidebar will display on the right side of the screen.

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  4. Scroll to the bottom of the sidebar to access the Centralised Customer Accounts section.
  5. In the Centralised Customer Accounts section, select or deselect the Disable New Account Creation checkbox as required.

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  6. 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. Navigate to the menu at the top of the screen, click the Special tab, and select Utilities.

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    The Utilities window is displayed.
  2. Click the Maintenance tab, then click 1. Users.

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    The User Security Maintenance window is displayed.

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  3. Select the relevant User from the list on the left.
  4. Click Change.
  5. Within the Retail section, select the required security level from the  Group Accounts dropdown menu:

Option

User Permissions

User Restrictions

0. None


  • Cannot Enquire or View existing account details
  • Cannot create new accounts or modify existing accounts

1. View

  • Can Enquire and View existing account details
  • Cannot create new or modify existing accounts

2. Change

  • Can modify existing accounts
  • Can Change, Enquire and View existing account details
  • Cannot create new accounts

3. Admin

  • Can create accounts and have full control over them
  • Can Add, Change, Enquire and View existing account details

 

  1. Click Save.

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