The Permissions screen includes settings that enables you to create permission levels for groups of staff members. By defining permissions, you can select the functions that staff members can run in the POS. Permissions are set at the staff level, so you can only set one permission for each user.
To access the Permissions screen, log into the Admin Console, select an appropriate account and location. In the Admin Console’s Main Menu, click Location Setup, then click Permissions.
Name: Enter a name for the set of permissions.
Admin: If you select this check box, all staff members with this permission set will have access to all current and future permissions that become available. If you select this check box, the program will hide all other controls in this panel except the Assigned Staff list.
Allow Logout: If you select this check box, the POS will allow staff members with this permission set to log out of the POS in order to access another application whose login requires a user’s email address and password. This permission is used by staff members who may need to log into a different location or store, and it is typically reserved for managers.
All Discounts: If you select this check box, staff members can add all current and future discounts to orders in the POS.
Allowed Discounts: If you do not select All Discounts, then you can use the Allowed Discounts lists to select the specific discounts that staff members can add to orders in the POS.
All Adjustments: If you select this check box, staff members can add all current and future adjustments to orders in the POS.
Allowed Adjustments: If you do not select All Adjustments, then you can use the Allowed Adjustments lists to select the specific discounts that staff members can add to orders in the POS.
Apply Loyalty Rewards: If you select this check box, staff members can add guest loyalty rewards to tickets in the POS.
Void Orders: If you select this check box, staff members can void or cancel tickets after they are sent to the kitchen, but before they are paid.
House Account: If you select this check box, staff members can use house accounts to tender a transaction.
Remove Items: If you select this check box, staff members can remove menu items from an order.
Time Punch Management: If you select this check box, staff members can access the time punch management feature and edit time punches of other staff members.
Access Devices: If you select this check box, staff members can change device prefixes if necessary.
Access Printers: If you select this check box, staff members can access the printer setup area of the POS.
Change Auto-Logout: If you select this check box, staff members can change the length of time that the app will wait before logging them out to the PIN screen.
Access Daily Close: If you select this check box, staff members can access the functions necessary to run the end-of-day process.
View Closed Groups: If you select this check box, staff members can view menu groups and menu sections that are not currently available based on their set date and times. Staff members will also be able to add items from those sections.
Void Transactions: If you select this check box, staff members can void or cancel tickets after they are sent to the kitchen, but before they are paid.
Refunds: If you select this check box, staff members can perform refunds in the POS.
Move Items: If you select this check box, staff members can move items from one ticket to another.
Reprint Receipts: If you select this check box, staff members can reprint receipts.
Modify Server: If you select this check box, staff members can change the server who currently owns a ticket.
Modify Table: If you select this check box, staff members can change the table assigned to a ticket.
Show Expected Cash: If you select this check box, staff members can view the expected cash amount in a cash drawer. If you clear this check box, staff members will be required to drop cash blindly.
Edit Item Stock: If you select this check box, staff members can change to available stock quantity of an item either in the menu item sections or in the Item Stock Management screen.
Online Ordering: If you select this check box, staff members can set the prep time and availability for online orders from within the POS.
Force Offline Mode: If you select this check box, staff members can place a device into Forced Offline Mode, which will automatically return offline approvals until the option is disabled. This feature is only applicable to locations using the BridgePay gateway. (This permission is usually only given to managerial staff.)
Force Send Order: If you select this check box, staff members can send a ticket, even if the credit card fails an additional authorization.
Assign PINs and Cards: If you select this check box, staff members can assign PINs and user cards to other staff from the POS.
Kitchen Reprints: If you select this check box, staff members can reprint kitchen slips.
Enable Training Mode: If you select this check box, staff members can enable and disable training mode on a tablet.
Exempt Ticket Tax: If you select this check box, staff members can use the No Tax option.
Miscellaneous Items: If you select this check box, staff members can access and order miscellaneous (open) menu items.
Manage Tip Pools: If you select this check box, staff members can distribute tips from tip pools to other staff members.
Manual Tip Outs: If you select this check box, staff members can manually tip out any amount, outside of configured tip out types.
Unscheduled Clock In: If you select this check box, staff members can clock in at any time, regardless of existing scheduled shifts.
Split Checks: If you select this check box, staff members can create new split checks.
Transfer Credit Card: If you select this check box, staff members can transfer a credit card from one ticket to another.
Discard Order Changes: If you select this check box, staff members can discard single items from a ticket, or an entire ticket.
Assigned Staff: In the Assigned Staff lists, you can select one or more staff members who will have the permissions in this permission set.