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Permissions Glossary for the Latest Version of Treez
Permissions Glossary for the Latest Version of Treez
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Written by Treez Admin
Updated over 9 months ago

Please Note: This article pertains to functionality in the Latest Version of Treez.

SellTreez Permission

Latest Version of Treez Permission

Description

Module

Configuration > User Management

Add User

Allows a user to Add new Users in User Management.

Latest Version of Treez

Configuration > User Management

Delete User

Allows a user to Delete users in User Management.

Latest Version of Treez

Configuration > User Management

View user

Allows a user to View users in User Management. This permission will also enable the User Management navigation link in the left-hand navigation menu within Organization Settings.

Latest Version of Treez

Configuration > User Management

Edit User

Allows a user to Edit existing users in User Management. This permission does not allow a User to Add new Users.

Latest Version of Treez

None

View Store

Allows a user to View stores in Organization Management.

Latest Version of Treez

None

View Organization

Allows a user to view organization.

Latest Version of Treez

Reports > Analytics

View All Dashboards

View all dashboards within Retail Analytics.

Latest Version of Treez

Configuration > User Management

Add Roles

Allows a user to Add new roles in Role Management.

Latest Version of Treez

Configuration > User Management

Delete Roles

Allows a user to Delete existing roles in Role Management.

Latest Version of Treez

Configuration > User Management

View Roles

Allows a user to View existing roles in Role Management.

Latest Version of Treez

Configuration > User Management

Edit Roles

Allows a user to Edit existing roles in Role Management.

Latest Version of Treez

Cash > Cash Drop

Cash Drop

Allows a user View, Add, Edit and Delete or Deactivate access in Cash > Cash Drop within SellTreez. On this screen, users can enter cash drops for open shifts.

SellTreez

Cash > Cash Handling

Cash Handling

Allows a user View, Add, Edit and Delete or Deactivate access in Cash Handling within SellTreez.

SellTreez

Cash > Close Shift

Close Shift

Allows a user View, Add, Edit and Delete or Deactivate access in Close Shift

SellTreez

Cash > POS Ticket Adjustment

POS Ticket Adjustment

Allows a user View, Add, Edit and Delete or Deactivate access in POS Ticket Adjustment

SellTreez

Configuration > Advanced Configuration

Advanced Configuration

Allows a user View, Add, Edit and Delete or Deactivate access in Advanced Configuration. This screen allows users to merge customer profiles.

SellTreez

Config Page

Allows a user View, Add, Edit and Delete or Deactivate access in Config Page

SellTreez

Sales Management

Allows a user View, Add, Edit and Delete or Deactivate access in Sales Management

SellTreez

Customer Management

Allows a user View, Add, Edit and Delete or Deactivate access in Customer Management

SellTreez

Membership Agreement Form

Allows a user View, Add, Edit and Delete or Deactivate access in Membership Agreement Form

SellTreez

Compliance Management

Allows a user View, Add, Edit and Delete or Deactivate access in Compliance Management

SellTreez

Inventory Management

Allows a user View, Add, Edit and Delete or Deactivate access in Inventory Management

SellTreez

Inventory - Packaging

Allows a user View, Add, Edit and Delete or Deactivate access in Inventory - Packaging

SellTreez

Location Management

Allows a user View, Add, Edit and Delete or Deactivate access in Location Management

SellTreez

Purchasing

Allows a user View, Add, Edit and Delete or Deactivate access in Purchasing

SellTreez

Transfers

Allows a user View, Add, Edit and Delete or Deactivate access in Transfers

SellTreez

Transporter Management

Allows a user View, Add, Edit and Delete or Deactivate access in Transporter Management

SellTreez

Improve My Business

Allows a user View access in Improve My Business.

SellTreez

Discount Management

Allows a user View, Add, Edit and Delete or Deactivate access in Discount Management

SellTreez

Pricing Management

Allows a user View, Add, Edit and Delete or Deactivate access in Pricing Management

SellTreez

Product Management

Allows a user View, Add, Edit and Delete or Deactivate access in Product Management

SellTreez

Demographics - Age Groups

Allows a user View access in Demographics - Age Groups.

SellTreez

Demographics - Customer Groups

Allows a user View access in Demographics - Customer Groups.

SellTreez

Demographics - Customer Type

Allows a user View access in Demographics - Customer Type.

SellTreez

Demographics - Gender

Allows a user View access in Demographics - Gender.

SellTreez

Demographics - Geographics

Allows a user View access in Demographics - Geographics.

SellTreez

Discount - Customer Groups

Allows a user View access in Discount - Customer Groups.

SellTreez

Discount - Employee

Allows a user View access in Discount - Employee.

SellTreez

Discount - Discount Log

Allows a user View access in Discount - Discount Log.

SellTreez

Discount - Discount Type

Allows a user View access in Discount - Discount Type.

SellTreez

Inventory - Invoice

Allows a user View access in Inventory - Invoice.

SellTreez

Inventory - Log

Allows a user View access in Inventory - Log.

SellTreez

Inventory - Valuation

Allows a user View access in Inventory - Valuation.

SellTreez

Payment - Payment Log

Allows a user View access in Payment - Payment Log.

SellTreez

Payment - Payment Types Summary

Allows a user View access in Payment - Payment Types Summary.

SellTreez

Product - Product Log

Allows a user View access in Product - Product Log.

SellTreez

Product - Product Summary

Allows a user View access in Product - Product Summary.

SellTreez

Tax

Allows a user View access in Tax.

SellTreez

Retail > Delivery Management

Delivery Management

Allows a user View, Add, Edit and Delete or Deactivate access in Delivery Management.

SellTreez

Retail >

eCommerce

Allows a user View access in eCommerce. This provides a navigation link in the left-hand menu which opens the Treez eCommerce menu.

SellTreez

Retail > Fulfillment

Fulfillment

Allows a user View and Edit access in Fulfillment.

SellTreez

User Management > Can Perform POS Manager Overrides

Manager Overrides

Allows a user to perform overrides when prompted for Manager PIN Manager Overrides.

SellTreez

Retail > Pole Display

Pole Display

Allows a user View and Edit access in Pole Display.

SellTreez

Retail > Pole Display Light

Pole Display Light

Allows a user View and Edit access in Pole Display Light.

SellTreez

POS Access

Allows a user login access to the Point of Sale POS Access. This provides the user login access via a user tile in Sell Treez POS. This does not provide this user a navigation link in the left-hand menu. User must also have “Sell Treez POS” permission to navigate to Sell Treez POS and login.

SellTreez

Sell Treez POS

Allows a user View, Add, Edit and Delete or Deactivate access in Sell Treez POS. This enables the navigation link to SellTreez POS within the left-hand menu. This does not provide this user access to login to SellTreez POS. User must also have “POS Access” permission to navigate to Sell Treez POS and login.

SellTreez

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