The user permissions you set in Vouchers and Gift Cards are also applied to Voucher Manager. This lets you manage which user groups can view, edit, and delete records across both applications, in one place.
When configuring user group permissions in Vouchers and Gift Cards, the module you select also corresponds to a particular area of the Voucher Manager application.
Steps
Configure user permissions for Voucher Manager in the same way that you do for Vouchers and Gift Cards. The two applications share the permissions you set for each user group.
- Within Vouchers and Gift Cards, Navigate to User Groups.
- On the User Group tab, select a user group to configure from the drop-down menu.
- If you want to allow full access to the application, select Full access to modules.
Otherwise, leave this cleared, and a list of individual modules will display.
- Select a module and either select or clear its corresponding permissions.
Accessibility follows two basic hierarchies: Read < Edit < Create and Read < Delete. This means, for example, that if you enable a user group to Create an entity, those users will automatically be able to view and edit the entity. Likewise, users with Delete enabled can automatically view that entity.
Note: Buttons in the Voucher Manager interface will be hidden for those without permission to use them.
- Click Apply.
Permissions per module
Gift Card Inquiry module
Permission for this module | What this enables for the Voucher Manager user |
Read |
Fill in the search fields and view your search results for gift cards. Note: You can also export your results to a .csv file. |
Edit |
Edit the status and value of gift cards. |
Recharge Option module
Permission for this module | What this enables for the Voucher Manager user |
Edit |
Edit a record and save changes. |
Delete |
Delete a recharge option. |
Report module
This controls the Reporting tab in Voucher Manager.
Permission for this module | What this enables for the Voucher Manager user |
Read |
Read reports. |
Create |
Create and save a new report. |
Edit |
Edit a report and save changes. |
Delete |
Delete a report. |
Stock Order module
This controls the Stock creation wizard in Voucher Manager.
Permission for this module | What this enables for the Voucher Manager user |
Create |
Create stock in the system and make an order for physical stock. |
Timetable module
This controls the Timetable tab in Voucher Manager.
Permission for this module | What this enables for the Voucher Manager user |
Read |
Read the details of existing timetables. |
Create |
Create and save a new timetable. |
Edit |
Edit a record and save changes. |
Delete |
Delete a timetable. Note: You can have the ability to delete without the ability to create. |
Voucher Inquiry module
Permission for this module | What this enables for the Voucher Manager user |
Read |
Fill in the search fields and view your search results for vouchers. Note: You can also export your results to a .csv file. |
Edit |
Edit the valid dates and status of vouchers. |
Voucher Type module
This controls the Voucher types tab in Voucher Manager.
Permission for this module | What this enables for the Voucher Manager user |
Read |
Read the details of existing voucher types. |
Create |
Create and save a new voucher type. |
Edit |
Edit a record and save changes. |
delete |
Delete a voucher type. |
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