Introduction

This guide explains how to manage Users and Roles & Permissions in BLogic View.
You will learn how to create users, assign roles, and control access to ensure your team works securely and efficiently.

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Version Support

• Applies to: BLogic View (Web)
• Modules:
  • Admin → User Management
  • Admin → Role & Permissions

If you don’t see these features, please contact Support to verify your permissions.

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Table of Contents

1. Manage Users (User Management)
2. Create a New User
3. Edit User Information
4. Send Login Details (Email/SMS)
5. Delete User
6. Manage Roles & Permissions
7. Create a New Role
8. Edit Role Permissions
9. System Role Behavior (Admin)
10. Best Practices
11. FAQ

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1. Manage Users (User Management)

Access User Management

1. Go to Admin
2. Click User Management

You will see a list of users with:

• Full Name
• Email
• Phone
• BLogic View Role
• BLogic View Account
• POS Express Employee ID
• Actions (Edit / Delete)

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2. Create a New User

1. Click + Add User
2. Fill in Personal Information:
   • First Name (required)
   • Last Name (required)
   • Email (optional)
   • Phone (optional)
3. Configure Access & Permissions:

Online Dashboard Access

• Enable toggle to allow login to BLogic View
• Enter:
  • Username (required)
  • Password (required)
  • Role (required)

POS Express Access (Optional)

• Enable if user uses POS terminal
• Enter Employee ID

4. Click Save

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After Save – Send Account Details

After creating a user successfully:

• A dialog will appear:
  • Title: Send login details?
  • Options:
    • Not now
    • Send

If user clicks Send:

• System sends account info via:
  • Email (if email exists)
  • SMS (if phone exists)

✅ Only available channels will be shown
⚠️ If no email/phone → Send option is disabled

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3. Edit User Information

1. Go to User Management
2. Click Edit icon
3. Update:
   • Personal info
   • Role
   • Access settings
4. Click Save

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Send Login Details (Edit Screen)

• Button Send Login Details is available when:
  • Email or Phone exists
• Options:
  • Send via Email
  • Send via SMS
  • Send via Both

Button is hidden if no contact info is available

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4. Delete User

1. Click Delete icon
2. Confirm dialog:
   • Title: Delete User
   • Message: Are you sure you want to delete this user?
   • Buttons:
     • Cancel
     • Delete

Deleted users cannot access the system

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5. Manage Roles & Permissions

Access

1. Go to Admin
2. Click Role & Permissions

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6. Understand Role Structure

🔹 Role List

• Shows all roles
• Displays number of users per role

🔹 Permission Panel

• Toggle access per module:
  • Reports
  • Customers
  • Admin
  • Setup
  • etc.

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7. Create a New Role

1. Click + Create New Role
2. Enter Role Name
3. Enable required permissions
4. Click Save

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8. Edit Role Permissions

1. Select a role
2. Toggle permissions ON/OFF
3. Save changes

Changes apply immediately to all assigned users

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9. System Role Behavior (Admin)

• Admin role:
  • Cannot be edited
  • Cannot be deleted
  • Has full access

Ensure at least one Admin user exists

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10. Best Practices

To help you configure Roles & Permissions effectively, here are some practical role examples based on common business needs.

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🔹 Employee Role (Limited Access)

Use case: Cashier / basic staff

Recommended permissions:

• ✅ Employees:
  • Time Entries
  • (Optional) Daily Employee Sales Breakdown
• ❌ Payroll
• ❌ Reports (full access)
• ❌ Admin
• ❌ Setup

Behavior:

• User can:
  • View Clock in/out
  • View their own working time
• User cannot:
  • View payroll data
  • Access sensitive reports
  • Manage system settings

Suitable for most frontline staff

✅ Recommended

• Create roles by job function:
  • Manager
  • Cashier
  • Accountant
• Assign correct role during user creation
• Review access regularly

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⚠️ Avoid

• Giving Admin role to all users
• Missing contact info (email/phone)
• Sharing accounts

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11. FAQ

1. Why can’t I send login details?

User must have:

• Email or Phone

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2. Why can’t user log in?

Check:

• Username & Password
• Role permissions
• Dashboard access enabled

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3. Do role changes affect users immediately?

Yes. Changes apply instantly.

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4. Can I assign multiple roles to one user?

No. Each user can have only one role.

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5. What happens if I delete a role?

(If supported)

Must ensure no users are assigned before deletion