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[LSX] Create a Role and User to run the Sales Report on an iPad

Updated
This article will walk you through the process of creating a role and user that you can use to run the Sales Report on an iPad.
 
Please note that creating the reporting role and user account only needs to be done once.
  1. Go to your LSX login page.
  2. Enter your username, password, and click "Log in".

  1. In the left hand window pane, click "Setup".

  1. In the sub window pane, click "Users".

  1. In the main window pane, click "Roles".

  1. In the main window pane, click "Add role".

  1. In the option named "Name", enter "AllSalesForOutlet" and leave the option named "Role type" set to "Cashier".

  1. Uncheck the options listed below.
    • "Products->Show product costs"
    • "Labels->Print labels"
    • "Labels->Create and edit label templates"
    • "Discounts->Apply discounts on individual line items during a sale or service"
    • "Discounts->Apply discounts on entire sales"
    • "Sell->Create or continue sales"
    • "Sell->View sales history of assigned outlets"
    • "Customers->Export customer list"
    • "Customers->Add and edit customer on-account limits"
    • "Save payment methods"
    • "Products"

  1. In the section named "Reporting", enable "View sales reports->All sales made at assigned outlets" and disable the options named "View inventory reports" and "View register closures and cash movement reports".

  1. Scroll back to the top of the main window pane and click "Save".

  1. The reporting role in LSX has been created.
  2. We will now create the reporting user in LSX that will use the newly created user role.
  3. In the main window pane named "Users" click "Users".

  1. In the tab named "Users", click "Add user".

  1. In the section named "Profile", enter a Username and Display name of "SalesReportUser".

  1. Scroll down to the option named "Outlets", then click the drop down box and select the applicable outlet(s).

  1.  In the section named "Role", click the drop down box and select the newly created roll named "AllSalesForOutlet".

  1. In the section named "Security and ID", enter an confirm a password for this user account and document the password that is assigned to this user.

  1. At the top of the main window pane, click "Save" to save the new user account.

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