Colleagues

Adding and managing the users of your company in Logzi: login details, site, permissions, allowed values, barcode collector and sessions.

Function overview

On the Colleagues page you manage the users who log in to your company Logzi account and set what they can access.

  • Users: name, login email address, phone number, site and password.
  • Permissions: set one by one or with a permission template which menu items the colleague can reach.
  • Sessions: you can see who is logged in and sign users out if needed.

Step by step

1. Opening the page

Click Main menu / Settings / System settings / Colleagues. At the top you see the New, Open, Delete, Session information, Delete selected user session and Delete all sessions buttons, below them the list with the Name, Email address and Phone number columns. The screenshots were taken in the Hungarian interface.

The Colleagues list
The Colleagues list

2. Adding or editing a colleague

Click New, or select a row and click Open. The colleague page opens. On the Actions tab, below the Save and Back buttons, enter the Name (at least 3 characters), the Email address (used to log in, at least 6 characters) and the Phone number, choose the superior (Felettes) and the Site, then enter the Password twice (at least 6 characters). The tabs below hold the Permissions, Allowed values, Barcode collector and Logzi Pass settings. On the Permissions tab you can choose a permission template and overwrite the current permissions with the Apply template button (Sablon alkalmazása), or move permissions one by one between the available permissions and granted permissions lists (Elérhető jogosultságok, Megadott jogosultságok). The change takes effect only after saving.

The colleague page on the permissions tab
The colleague page on the permissions tab

3. Allowed values, sessions and deleting

On the Allowed values tab you set which warehouses, payment methods and cash registers the colleague may use; in Logzi POS the colleague can only choose from these, and in Logzi Picklist they are used to filter issues. On the Barcode collector tab you can switch on the Itemized check during packaging, and the Logzi Pass tab shows the QR code used for logging in. On the list, the Session information button shows the sessions of the selected user, Delete selected user session signs that user out, and Delete all sessions signs everyone out. To delete a colleague, select the row and click Delete.

Tip


For a new colleague, apply a permission template first and fine-tune one by one afterwards: it is faster and less likely that an important permission is missed.

You create permission templates on the Permission templates page.
You set up the cash registers that can be allowed for a colleague on the Bank accounts and cash registers page.

Field description

The main fields of the colleague page.

FieldRequiredDescription
NameThe name of the colleague, at least 3 characters.
Email addressThe email address used to log in, at least 6 characters.
Superior (Felettes)The direct superior of the colleague.
Phone numberThe phone number of the colleague.
SiteThe default site of the colleague.
PasswordThe login password, at least 6 characters.
Password againRepeat the password; it must match the previous one.
Permission templateA template for setting permissions quickly.
Available warehouses, payment methods, cash registersThe values allowed for the colleague.
Itemized check during packagingIf Yes, every item must be checked with the barcode collector during packaging.

Frequently asked questions

The Name must be at least 3 and the Email address and Password at least 6 characters long, and the two password fields must match.

The template overwrites the current permissions of the colleague. The change takes effect only after you click Save.

The tab shows a QR code with which the colleague can log in using the Logzi Pass app.

Select the colleague on the list and click Delete selected user session. The Delete all sessions button signs everyone out.

The menu item is located under Main menu / Settings / System settings. If you do not see it, your user probably does not have the required permission; ask your administrator to check the settings.

Need personalized help?

Don't want to spend hours searching for a solution? Choose the most efficient way: book a personalized, 45-minute online training session dedicated entirely to you. Whether it's a walkthrough of the basics or a detailed setup of a specific module, our expert colleague will guide you through the whole process, step by step.

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