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titleOverview

This section demonstrates how to add users, change passwords, assign and create roles, and set permissions within the system. 





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Users
Users
Users

Newton Users are comprised of two groups - Normal Users and Serving Line Users. The User section allows you to change passwords, attach users, indicate the type of user, and inactivate a user when necessary.

Locate and click on the Administration and Maintenance tab. Next, click on the Users.


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Normal User
Normal User
Normal Users

Normal Users are defined by Database Roles (System Administrator, Normal User, Cafeteria User, User-Defined Role) and may have limited access to functions in the program dependent upon allowed permissions.

From the Administration and Maintenance tab, select Users. Then, choose Normal Users.

Change Password

  1. Highlight the user from the list and select Change Password.

  2. Enter the New Password and then Confirm Password. Then, click Ok to save the new password.

    Info

    As an Administrator, you have the ability to reset User passwords without entering the old passwords. Non-administrators will need to enter old password before changing.


    Info

    Passwords must contain at least one (1) letter and one (1) digit or punctuation and must be at least six (6) characters. e.g. Newton1


Attach Users

Info

The list of users comes from the MCS Admin Console. A new user must first be added into Admin Console before it is available to attach in Newton.

  1. Select Attach User.
  2. Select the Username from the list or use the search function to locate a particular User. Then, click Ok.
  3. Scroll to the bottom of the User Maintenance window to locate the new user and establish User information.
    1. User Name - Shows the username.
    2. Full Name - Enter the user's full name.
    3. Email Address - Enter the user's email address.
    4. Inactive - If a user no longer requires access to the system, place a check mark in the Inactive check box.
    5. Report Menu Configuration - Click into the field and select a default Report Menu Configuration for the user from the drop-down menu.
    6. Roles (System Administrator / Normal User / Cafeteria User / Office Users) - Select the proper check box to assign a role to the user.

Add Role

  1. Highlight the user from the list and select Add Role.

  2. Establish a Role Scope for the user.
    1. Cafeteria - Typically assigned to Cafeteria Operators and Line Operators.
    2. Category and Cluster - Assigned to users responsible for a category and cluster of schools.
    3. Entire District - Assigned to System Managers. This option may also be assigned to a user who moves around the District regularly. (e.g. A substitute line operator that fills in for other users at any cafeteria in the District.)
    4. Role - Select the Role you would like to give to the new user.
  3. Use the drop-down menu to establish the Cafeteria Role (Full Control, Supervisor, Cafeteria Manager, Line Operator, User-defined). 
  4. Click Save to save changes if you wish to attach or edit other users. If you are done, click Save & Close.

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ServingLineUser
ServingLineUser
Serving-Line-Only Users

Serving-Line-Only Users have access to Newton POS only and may have limited access to functions in the program dependent upon allowed permissions.

Info

Serving-Line-Only Users do not need to be added to MCS Admin Console. The ability to add a serving-line-only user, the username, and password can be performed as low as the cafeteria level.

  1. From the Administration and Maintenance tab, select Users. Then, choose Serving-Line-Only Users.
  2. Use the drop-down menu to select a Cafeteria. Then, click Ok.
  3. Create a new Cafeteria POS-only user.
    1. Enter a username.
    2. Enter the full name of the user.
    3. Use the drop-down menu to select a role for the user.
    4. If a user no longer has access, place a check mark in the Inactive column.
    5. Click Change Password.
  4. Allow the user to create the password or create the password. Then, click Ok.
    1. Change the password.
    2. Confirm the password.
  5. Click Save & Close once you are done creating new users and passwords.

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Roles
Roles
Roles

Roles are comprised of two groups in order to maintain better security of the system - Cafeteria Roles and Database Roles. Roles match the users with Permissions in the system.

Locate and click on the Administration and Maintenance tab. Next, click on the Roles.


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Cafeteria Role
Cafeteria Role
Cafeteria Roles

Cafeteria Roles can be created for various job descriptions within a cafeteria. The system default roles are Full Control, Supervisor, Cafeteria Manager, and Line Operator. Additional roles may be added.

Default Cafeteria Role Security Levels
Full ControlHighest Security Level
SupervisorMedium Security Level
Cafeteria ManagerMedium Security Level
Line OperatorLowest Security Level
  1. From the Administration and Maintenance tab, select Roles. Then, choose Cafeteria Roles.
  2. Create a new Cafeteria Role. Then, click Save & Close.
    1. Role Description - Enter a description of the new role in the blank space with the asterisk * (typically the last row).
    2. Template - Select a permissions template from the drop-down menu that closely matches the new role or leave at None. Once a new role is created, the role will appear in permissions and can be established.

      Info

      Default Cafeteria Roles have established templates and may not be changed with the drop-down menu.

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Database Role
Database Role
Database Roles

Database Roles can be created for various job descriptions within the District. The system default roles are System Administrator, Normal User, and Cafeteria User. Additional roles may be added.

Default Database Role Security Levels
System AdministratorHighest Security Level
Normal UserMedium Security Level
Cafeteria UserLowest Security Level
  1. From the Administration and Maintenance tab, select Roles. Then, choose Database Roles.
  2. Create a new Database Role. Then, click Save & Close.
    1. Role Description - Enter a description of the new role in the blank space with the asterisk * (typically the last row).
    2. Template - Select a permissions template from the drop-down menu that closely matches the new role or leave at None. Once a new role is created, the role will appear in permissions and can be established.

      Info

      Default Database Roles have established templates and may not be changed with the drop-down menu.

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Permissions
Permissions
Permissions

Permissions are comprised of two groups for ease of maintaining security levels of the system - Cafeteria Permissions and Database Permissions. Permissions are designated by Roles within the system.

Locate and click on the Administration and Maintenance tab. Next, click on Permissions.


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Cafeteria Permissions
Cafeteria Permissions
Cafeteria Permissions

  1. From the Administration and Maintenance tab, select Permissions. Then, choose Cafeteria Permissions.
  2. Establish security levels for each permission and role. Then, click Save & Close to save changes.

    Tip
    titleDid you know?

    You may now drag and drop permission roles in a different order that is convenient for you to navigate. Then, click Save Layout.

    1. Highlight a permission from the list by clicking on the row.

      Note

      Information about each permission is given at the bottom of the window to further explain each in better detail.


    2. Choose a setting for the permissions under the relevant role.
NoneUsers assigned to only one role will not have the ability to perform this function (see below for more details).
AllowUsers will have the ability to perform this function.
DenyUsers will not have the ability to perform the function.


Note

If a user has been set to Deny a function and a user attempts to perform the denied task, the option of performing an override MAY be available depending on the nature of the operation. If the user requests an override attempt, an administrator or additional higher level role has the ability to accept or reject the override attempt. For more information on releasing override attempts, refer to Release Override Requests in the Utilities section.

Permission Matrix

Info

If a user is only assigned to one role, the None setting acts the same as the Deny setting. If a second role is assigned to the user and places an Allow setting for a function already set as None, the user will be allowed access. None will always be treated as Deny unless overwritten by an Allow. This allows secondary roles to be created that explicitly Allow or Deny a single function without having to reset every other function.


FunctionRole 1Role 2Results
Add StudentAllowNoneAllow
Delete LettersDenyNoneDeny
Student LookupNoneDenyDeny
Merge StudentsAllowDenyDeny
Review ApplicationNoneNoneDeny


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titleOperating Days


  • Cancel / abandon day
  • Delete operating day
  • Edit after-school counts (most recent before today)
  • Edit operating day (most recent before today)
  • Edit operating day (not today or previous day)
  • Edit operating day (today)
  • Start operating day
  • Unlock operating day



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titleServing Line


  • (POS) Add customer from another school (Guest Sub)
  • (POS) Add customer from another school (Reg Sub)
  • (POS) Allow anonymous free or reduced sales
  • (POS) Automatically release manager approval requests
  • (POS) Cancel a sale
  • (POS) Edit or void a sale
  • (POS) Login to a serving line
  • (POS) Print receipts
  • (POS) Send an instant message from the serving line
  • (POS) Transfer money between customers
  • (POS) Transfer money to / from principal
  • (POS) View line totals
  • (POS) View student info


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titleTransactions


  • Abort in-progress batch
  • Create corrections
  • Create refunds
  • Create transfer
  • Double card usage utility: Fix All
  • Edit / review batch
  • Edit transaction
  • Remove batch
  • Void transaction



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titlePosting


  • Edit blind deposit amount
  • Edit enrollment counts at posting
  • Enter income / expenses
  • Post high-variance
  • Post locked claim period
  • Post operating day
  • Post operating day with edit-check warnings
  • Post to a different day



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titleMisc


  • Apply external enrollment data
  • Delete POS customer
  • Edit menus (local override)
  • Edit POS customers
  • Generate letters
  • Import 3rd-party data
  • Import photos
  • Select cafeteria
  • Serving-line user maintenance
  • Setup cafeteria
  • Use meal eligibility correction utility
  • View reports for designated cafeteria
  • View supervisor alerts



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Database Permissions
Database Permissions
Database Permissions

  1. From the Administration and Maintenance tab, select Permissions. Then, choose Database Permissions.
  2. Establish security levels for each permission and role. Then, click Ok to save changes.

    Tip
    titleDid you know?

    You may now drag and drop permission roles in a different order that is convenient for you to navigate. Then, click Save Layout


    1. Highlight a permission from the list.

      Note

      Information about each permission is given at the bottom of the window to further explain each in better detail.


    2. Choose a setting for the permission under the relevant role.
NoneUsers assigned to only one role will not have the ability to perform this function (see below for more details).
AllowUsers will have the ability to perform this function.
DenyUsers will not have the ability to perform the function.


Note

If a user has been set to Deny a function and a user attempts to perform the denied task, the option of performing an override MAY be available depending on the nature of the operation. If the user requests an override attempt, an administrator or additional higher level role has the ability to accept or reject the override attempt. For more information on releasing override attempts, refer to Release Override Requests in the Utilities section.

Permission Matrix

Info

If a user is only assigned to one role, the None setting acts the same as the Deny setting. If a second role is assigned to the user and places an Allow setting for a function already set as None, the user will be allowed access. None will always be treated as Deny unless overwritten by an Allow. This allows secondary roles to be created that explicitly Allow or Deny a single function without having to reset every other function.


FunctionRole 1Role 2Results
Add StudentAllowNoneAllow
Delete LettersDenyNoneDeny
Student LookupNoneDenyDeny
Merge StudentsAllowDenyDeny
Review ApplicationNoneNoneDeny


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titleAccounting


  • Create central-office payments
  • Create central-office refunds
  • Create central-office corrections
  • Create NSF check adjustments
  • Review online payment exceptions
  • Claim period maintenance
  • Claims
  • Uncommit a claim
  • Create central-office transfers
  • Bank reconciliation



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titleCafeteria Setup


  • Cafeteria attachment
  • Region maintenance
  • Cluster maintenance
  • Cafeteria and school maintenance
  • Serving-line maintenance
  • Cafeteria template maintenance
  • POS group maintenance
  • Feeder group maintenance
  • Income and expense account maintenance
  • Misc school count maintenance



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titleCustomer Maintenance


  • Edit customer
  • Set customer temporary status
  • Edit customer feeder groups
  • Set customer kind
  • Add new customers
  • Edit customer photos
  • Set customer status to free or reduced
  • Merge customers
  • Central-office maintenance
  • Edit customer see-manager comments
  • Edit a central-office customer's district POSID
  • Subscription maintenance
  • Mass Update POS Customer Groups/Homerooms



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titleGeneral Setup


  • Price category maintenance
  • Upgrade database
  • Upgrade application
  • Import 3rd-party maintenance
  • Scheduled-job maintenance
  • Security and user maintenance
  • System setup
  • Export maintenance
  • Test database maintenance
  • Vending machine model maintenance
  • Photo-importer maintenance
  • Alert maintenance
  • External plugin maintenance
  • Report menu config maintenance
  • User-defined report maintenance
  • Supervisor alert maintenance
  • Language maintenance
  • External enrollment data maintenance
  • Store maintenance



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titleItem Setup


  • Item category maintenance
  • POS item maintenance
  • Recipe / POS item group maintenance
  • Allergen maintenance
  • Special diet maintenance
  • Menu maintenance



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titleMisc


  • Show administration and maintenance tab
  • Show utilities tab
  • Show central-office tab
  • Login to Newton
  • View news and announcements



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titleUtilities


  • Generate letters for all cafeterias
  • Release permission override requests
  • WinFSCM convert legacy
  • Import 3rd party
  • Export data
  • End-of-year
  • Generate central-office letters
  • View alert details
  • Housekeeping
  • Agent monitor
  • Send broadcast message
  • External utility
  • Import bulk changes
  • Import external enrollment data
  • Shrink database
  • Use test-databases
  • Use prior-year databases


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