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It is necessary to assign appropriate access to user roles for employees to perform their job in the POS app. Every employee has access to the POS app for time clock functions. This is important for employees, such as a cook and a dishwasher, who only need to clock in and out. It is not necessary to define levels of access for these employees.
| Access Levels | Cook | Server | Manager |
|---|---|---|---|
| POS (All) — Provides employees access to all POS settings in this section. | ü | ||
| Time Clock Only — Enables employees access to the POS to clock in and out who have no other requirement to access the POS. | ü | ||
| Ring Up Sales (All) — Enables employees access to the order entry screen, for actions such as adding items to the guest check and accepting payments. | ü | ü | |
|
Can Accept Payments — Enables employees access to the order entry screen, for actions such as adding items to the guest.
| ü | ü | |
|
Can Close Orders — Enables employees access to the order entry screen, for actions such as accepting payments.
| ü | ü | |
|
Can Close Orders (Use Employee Shifts) — Enables employees to use an employee financial shift for tracking financial responsibility of orders.
| ü | ||
|
Can Close Orders (Use Drawer Shifts) — Enables employees access to use a drawer shift for tracking financial responsibility of orders.
| ü | ||
| Cash Drawer Recount — Enables employees access to recount their cash at the cash reconciliation screen. | ü | ||
| Print/Show End Shift Totals – When enabled, the end of shift summary will display on the POS and be printable on the POS. | ü | ||
| Cash Drawer — Allows employees with Ring Up Sales and Cash Drawer access to open a cash drawer during the course of a normal transaction. For example, you may provide a bartender Cash Drawer access but not a server. If they both use a device connected to a cash drawer, the cash drawer will open for the bartender, but not for the server. | ü | ü | |
| Declare Tips — Requires employees to declare credit card tips at the end of a labor shift. | ü | ü | |
| No Sale (Open Drawer) — Permits employees to open the cash drawer by tapping No Sale at the order entry screen. | ü | ü | |
| Void Items/Ticket — Permits employees to void individual items or an entire guest check. | ü | ü | |
| Void Online Orders — Permits employees to void online orders. | ü | ü | |
| Apply Discounts/Promotions — Permits employees to apply a discount or promotion to an item or a guest check. An employee with this ability can apply any active discount or promotion available to a guest check. | ü | ||
| Approve Discounts/Promotions — Permits employees to approve a discount or promotion to an item or a guest check. An employee with this ability can apply any active discount or promotion available to a guest check. | ü | ||
| Change Tax — Permits employees to change the tax rate on a guest check to a different rate. | ü | ||
| Exempt Tax — Permits employees to change the tax rate to ‘0’ on a guest check. | ü | ü | |
| Perform Refunds — Permits employees to perform a refund for a customer. | ü | ||
| Recall Any Order — Permits employees to recall orders created by other employees. By not enabling this access, an employee can only recall their own orders. | ü | ||
| Reopen Ticket — Permits employees to reopen any guest check to add items or to change the payment tender. | ü | ||
| Adjust Tips for Others— Permits employees to adjust the credit card tips of other employees. | ü | ||
| Category/Item Management — Permits employees to add categories and items to the menu at the order entry screen in the POS app, and to re-arrange the item and category buttons on a device, which changes the appearance and arrangement of the item and category buttons across all devices. | ü | ||
| Set Item Availability — Permits employees to manage item availability on the POS. | ü | ||
| Pending Credit — Permits employees to view data in the Pending Credit screen. | ü | ||
| POS Settings — Permits employees to access the Settings screen and change the settings for the device they are actively using. | ü | ||
| Scoreboard Access - Grant Access to the POS Scoreboard report | ü | ||
| Offline Mode Management — Permits employees to put a device into offline mode when a device becomes disconnected from the server. | ü | ||
| Business Date Management — Permits employees to manage previous business dates in the POS app, and perform functions such as closing open labor and financial shifts, reopening a financial shift, and closing a previous, open business date. | ü | ||
| Take Order Ownership — Allows employees to take ownership of a table owned by another employee, and to modify the order. When an employee assumes ownership of a table, they become financially responsible for the table. By not enabling this access, the order is read-only to the employee, and the employee can only print a guest check that belongs to the table of another employee. | ü | ||
| Add Charge to Ticket — Permits employees to manually add a charge to a guest check. | ü | ü | |
| Enter Manual Weight for Scale Items — Permits employees to enter a manual weight for scale items. | ü | ||
| Approve Early Break Return — Permits employees to approve an early break return. | ü |
