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Understanding Features & User Roles - 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

See Also: Understanding Features & User Roles - POS Access

Keywords: features, user roles, back office features, features overview , user role overview