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Silver Pro Restaurant

Understanding Features & User Roles

The User Roles screen allows you to customize what features each of the pre-defined roles (Time Clock Only, Cashier, Cashier Plus, Store Manager, and Account Manager) can access. then, you can assign each employee a role on the Employees screen. The tables below provide additional information about what each features allows a user to do.

Back Office Access

For all Back Office features listed below, if a user does not have access to a feature, they will not see the link for the feature when they are logged in to the Back Office.

Feature	What does it allow a user to do?
My Store
Activity Summary and Alerts	View the Activity Summary, view and configure alerts
Sales Dashboard	View the Sales Dashboard
Customer Dashboard	View the Customer Dashboard
Results
Reports	View and print reports; access can be assigned at the report level
POS Transactions	Access the POS transaction viewer
Credit Settlement	Access the credit settlement page, which includes the ability to void transactions and manually settle credit batches
Inventory
Categories and Items	View, add, and edit categories and items
Full Access	View, add, and edit categories and items
Limited Edit Only	Edit item price and item availability for existing items
Modifiers	View, add, and edit modifiers and modifier groups
Discounts	View, add, and edit discounts
Manage
Snapshot	View and print tracked inventory
Count	Create and print an item count worksheet to assist in performing an inventory count; enter inventory count results
Receive	Track the quantity of items being added to your inventory, as well as update the vendor, cost, and retail price for those items
Customers
Email Marketing	Create and send email marketing campaigns to customers
Loyalty Program	Create, view, and edit your loyalty program
Customers	View, add, and edit customer information
Social Sharing	Set up links to your social media pages to be used in Email Marketing
Employees
Employees	View, add, and edit employees
Time Clock	Edit and delete time clock activity
User Roles	View and edit user roles
Settings
Company	View and edit basic information about your company
Store	View and edit store contact and store receipt information
Taxes	View, add, and edit tax categories and tax rates
Payment Methods	View and edit accepted payment methods and credit card processing information
Account Information
My Account	View and update your account information, view bills, add additional stores
Buy Hardware	Purchase additional hardware/accessories for your store
Register Hardware	Register equipment to your account for warranty purposes
Register Device	Activate a new device at a store; this is performed from the device Note: Additional charges may apply

POS App Access

For all POS app features listed below, if a user does not have access to a feature, the system will require a user who does have access to the feature enter their POS PIN to complete the task.

Feature	What does it allow a user to do?
Time Clock
Clock in/out	Clock in and clock out from the POS Log In screen Note: If any user has access to this feature, all users will see these buttons when logging in
Manager Functions	Clock other users out
POS
Ring Up Sales	Access the POS Note: If a user has access to any POS feature below, he/she will automatically have access to ring up sales.
No Sale (Open Drawer)*	Open the cash drawer outside of the checkout process
Clear Ticket*	Delete all items from a ticket
Price Override*	Change the price of an item added to a ticket (the change applies to that ticket only)
Apply Discounts*	Apply a discount to a specific item or to the whole ticket
Change Tax*	Change the tax amount on a ticket (the change applies to that ticket only)
Perform Returns*	Refund money from a previous purchase
Pay In/Out*	Perform a pay in or pay out
Shift/Cash Management
Close Shift*	Close a shift, perform cash reconciliation, and print the Daily Summary report
Recount Cash	Edit the initial cash amount entered during the cash reconciliation process
View/Print Shift Summary	View and print the shift summary report at the end of the Close Shift process
Manage Tips	Adjust tips for other users Note: A user without this access can still adjust his or her own tips.
Category/Item Management	Add new categories and items, rearrange existing categories and items.
Reports	View and print POS reports
POS Settings	Access and edit the settings on the POS settings screen
Change Stores	For multi-site merchants only - change the store a device is registered to. Note: Additional charges may apply.

* If a user who does not have access to this feature presses this button, he/she will be prompted to enter the PIN of a user who does have access to continue.