Overview

Once a terminal is onboarded to the Zeta system, business users can be added to that store as per the need of the merchant. Below are the details of how a merchant can add/remove users to his business from the store app.


Role Definitions

Business user role hierarchy is as follows: Business Owner > Store Owner > Store Manager > Counter Operator


Role

Access Privileges

Feature visibility

Business Owner

Created via

  • Merchant Control Panel (MCP) only by Sodexo Genie Super User.


Access control

  • Add/delete/modify privileges of Store Owner.

  • Add/delete/modify privileges of Store Manager.

  • Add/delete/modify privileges of Counter Operator.


Business and Store level visibility of

  • Transactions

  • Orders

  • Reports

  • Refunds (can be disabled)

Change Store capability

  • Yes

Store Owner [Supervisor]

Created via

  • Terminal Onboarding File sent from Sodexo.

  • User Management Page (MCP) by Business Owner & Super User (Genie).


Access control

  • Add/delete/modify privileges of Counter Operator


Store level visibility of

  • Transactions

  • Orders

  • Reports

  • Refunds (can be disabled)

Change Store capability

  • Yes (within other stores, which he is mapped to).

Store Manager [Supervisor]

  • Created via User Management Page

  • By: Business Owner, Store Owner & Super User


Access control

  • Add/delete/modify privileges of Counter Operator



Store level visibility of

  • Transactions

  • Orders

  • Refunds (can be disabled)

Change Store capability

  • Yes (within other stores, which he is mapped to).

Counter Operator [Cashier]

  • Created via User Management Page

  • By: Business Owner, Store Owner, Super User & Store Manager


Access control

  • NA



Store level visibility of

  • Transactions

  • Orders

  • Refunds (can be disabled)

Change Store capability

  • Yes (Within other stores which he is mapped to)

Super user/Admin

  • Super User can be created only by Zeta Support team from the Back-end. Please raise request to support.


Access control

  • add/delete    store owner

  • add/delete store manager

  • add/delete counter operator


Business and Store level visibility of

  • Transactions

  • Orders

  • Reports

  • Refunds (can be disabled)

Change Store capability

  • Yes



User Management Flow

  1. The first user is added from the terminal onboarding flow where a phone number is sent in the ZAF file with each terminal. This mobile number becomes the Store Owner for the store to which the terminal is mapped.

  2. Once the mobile number has been onboarded, the user has to login to the Zeta Store App and he will be able to see and manage all the stores which have been mapped to him. 

    Merchants can see the store ONLY WHEN they login with the mobile number mapped to the terminal.


  3. This user can then add/remove users from the stores he owns and can also view the sales data for this store from the MCP.
  • If a phone number is added to a store which has not been logged into the Zeta Store App or Zeta User App at least once, the phone number will not receive any SMS for the transactions done by user.
  • Currently, Counter Operator role cannot be managed via UI. It is available to be configured from the back-end via APIs.
  • Any mobile number can be mapped as a Business Owner through the Sodexo SuperUser (Sodexo Genie) access on the User Management page in MCP.



Manage Users in Zeta Store app

  1. Log into the Zeta store app.
  2. Navigate to the Control Panel tab and select Users.
  3. In the Users section, click (plus)Add Users and specify the user details including the access control for the user.
     
  4. After specifying all the user details, add the user to single/multiple stores and tap Done.

  5. To delete any user, select that user from the list and tap Delete This User. 

    Finally, the user will be deleted from the list. 
    You can also enable or disable the notification feature for each registered user using the Enable Notification switch. 






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