Aim: Use this screen to create Operators only if they shall have access to the Institution level.
Description: When you create a new operator, you shall first use the search filters to make sure the operator does not already exists. If the operator already exists, select it and click on OK.
If the operator does not exist, click on NEW.
→ When you create an operator, five fields are mandatory: first name, last name, login, password. Other fields are for information only or internal needs.
→ Save, then assign Roles to the operator such as defined in the profiles. You can set up Start Dates and End Dates for each role (for temporary staff for example).
Warning: if If you set up the end date to be 2 December, then the actual end will be the 11 December at 23:59.
→ When clicking on a role, in In Privilege exceptions, you can grant/un-grant remove specific rights to the operator and thus make exceptions to the profile assigned.
If your role is a sales one, you'll also see a Perimeter exceptions menu, where you can furthermore review/limit the access to other features/options, such as contingents, audience types, etc.
→ In Responsibility you can set some hierarchy among your operators. If an operator is responsible for others, it means he/she will be ultimately accountable for their accounting cash desk closure (if any)
