Employee Roles Description
Detailed information about each role in the User Management Role settings
Backoffice:
These settings control the settings that are programmed in the back office
Gratuity – Changing the Gratuity setting
Gift Card – Can access the gift card information
Printer Settings – Can access the printer set up information
Tax Settings - Can adjust the tax programmed
Store Settings – Can adjust the store application settings
Store Info – Can change the information and pictures
Report – Can view all the Reports on the Report tab
Discount Settings – Can view / adjust discounts
Inventory Settings – Can view / adjust fields in the inventory tab
Customer – Access to the Customer tab and view information
User Management – Access to modifying employees and roles
Disable Back office Login – Account with email / password will not have access
Batch – Viewing the batch report
Loyalty Point Adjustment – Access to the Loyalty tab to adjust settings
Show Inventory Count in Adjustment – Seeing the count in Inventory
POS: These settings control what the employee can do on the POS
Create Order – Being able to create/place an order on the POS
Void Item – Being able to void an item
Delete Unordered Item – Deleting an item not sent to the kitchen
CC Payment – Being able to take Credit Cards
GC Payment - Being able to take Gift Cards
HA Payment – Being able to take a House Account
Pay Cash – Being able to make a cash transaction
Tax Exempt – Being able to apply Tax Exempt to a check
Open item – Being able to create an open item on a check
Gift Card Issue – Being able to issue a new Gift Card
Discount – Being able to apply a discount
Gratuity – Being able to apply a gratuity
Service Exempt – Being able to apply the Service Exempt
Open Cash Drawer – Being able to open cash drawer with no sale
Resent to Kitchen – Being able to send the order to kitchen after already being sent once
Open all Checks – Able to open all checks that are active
Is Driver – Be able to be eligible to use the Driver App
Transfer Check / Table – Being able to transfer check / table between employees
Merage Tables – Being able to merge tables on Table layout screen
Split Seat – Being able to split a check by seat
Restrict Check Summary – No access to the summary on the check
Kiosk – Enable is using role on Kiosk
Other Payment – Accepting other payments on payment screen
Transfer Between own checks – Being able to transfer between own checks
Transfer Between All Users Checks – Transferring checks between all employees
View All Checks – Viewing all checks in the batch / tip adjustment screen
Allow Check Stats Permission – Being able to access that tab to view open and closed checks
Log Off After Each Sale – After sale being made, POS will automatically bring employee back to clock in screen
Membership Accessibility – Being able to view the customers membership information
Allow Open Checks in Another POS at the Same Time – Viewing check on multiple iPads at same time
POS Operation: These settings will control what the employee has access to in the Operation
Hold Till – Being able to hold a till and close later
Close own Till – Being able to close own till without manager
View / Close All Till – If multiple tills, being able to view and close all
Cash Drop – Being able to view Cash Drop
Pay in / out – Being able to receive and give money out of drawer
Open Cash Drawer – Being able to open cash drawer with no sale
Print Cash Log – Being able to print cash log on operation
Void Check – Being able to void entire check
Re-open Check – Access to re-open a check
POS Settings – Access to all settings in the POS Settings tab
Close Own Cash Out – Access to Cashier Out
Close the Day – Being able to close the day out
Close Batch – Being able to submit batch
Hardware Settings – Being able to access the Hardware Settings tab
Operation Reports – Being able to see the cashier out report
Refund – Being able to perform a refund
Reprint Check – Being able to reprint a check after being closed
Restrict Report on Active Checks – Being able to cashier out with active checks
Tip Adjustment – Being able to access the Employee tab
Tip Sharing – Being able to access and view Employee tab
86 List – Being able to adjust what is on the 86 list
Blind Audit – If Enabled, Will not show Cash Expected on closing till
Report Access: These settings control what reports you can access on the back office
Dashboard: These settings will enable what is viewable on the back office dashboard
Cash Drawer: These settings will grant access to cash drawer
Open Cash Drawer on Hitting Set/Close Till – Cash Drawer opens with no sale, no manager required
Cash Drawer for Cashier Out – Cash Drawer will open when Cashier out is complete for employee
Related Articles
User Roles
User Roles User Roles Overview: Adding a User Role: Select “User Management”, “Roles”, “+Role” Select the name and priority of the Role Giving Permissions: Select drop down options to enable/disable permissions accordingly Back Office: These settings ...Adding an Employee
Adding an Employee Select “User Management”, “Users”, “+Add” After filling out the employee information select the “Next” button Select “+Payments” Select how the employee will receive their wage Select what date the wage is effective and hourly ...How to Cash out your Cashier (Cashier Out)
How to Cashier Out a Single Employee: Select “Operation” Select “Till Management Select “Reports” then Select “Cashier Out” Select either “Yes” or “No” As shown: Successful Cashier Out How to “Cashier Out All Cashiers” as Admin Type in your pin and ...Start Here: Quick Reference Guide
How to Clock In and Out: Clocking In: Enter your PIN Select CLOCK IN Clocking Out: Enter your PIN Select CLOCK OUT How to Open a Till: From the Order Screen: Log into the Order Screen Click the Cash Register Icon at the bottom of the screen Enter ...How to Close the Day: End of Day Process
Start by Ensuring All Your Checks are Closed: Login to the POS and Select "ALL" to View all checks: If you have Checks under Active Tab you'll want to Close them out. Select “Closed” to confirm that all checks are closed Next: Clock Out Your ...