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Management - Employee Permission Options
Management - Employee Permission Options

This article provides a detailed explanation of all employee account permission options.

Updated yesterday

Once the permission group is set up, you can assign different permission groups to your employee accounts for controlled access. Please see the following articles for more information on employee account creation and permission groups and jobs.

POS Function

Permissions

Corresponding Access

Secondary Permission

POS Basic

Access to the POS home screen. This option must be checked if you want the employee to have access to the POS function.

POS Table Service

Table Service

Update Tip Again:

Allows the employee to modify the tip amount after it has been updated using their own PIN.

Close Batched Checks:

Grants the ability to close all open checks at one time using the employee's own PIN.

POS Quick Service

Quick Service

POS Online Order

Online Orders

POS Order History

Order History

POS Report

Report

POS Member

Member

Adjust Points:

Allows the employee to modify member points within the system using their own PIN.

POS Shift

Shift

Adjust Personal Clock In/Out Time:

Enables employees to modify their own clock in and out times.

Adjust All Employee's Clock In/Out Time:

Allows adjustment of clock in and out times for all employees.

Tip Pool Settlement:

Grants access to settle tip pools among store's employees.

POS Digital Buzzer

Digital Buzzer (Scanner config & SMS notification)

POS Close Out Day

Close Out Day

(For store using FirstData)

Capture Reminder Setting:

Allows setting up of reminders related to end-of-day closing tasks using the employee's own PIN.

POS Gift Card

Gift Card

POS Printers

Printers

POS Setting

Setting

Dining Time Setting:

Grant access to set dining times rules within the POS system using their own PIN.

Enable Offline Credit Card Payment: Grant access to enable the processing of credit card payments when offline using the employee's own PIN.

Turn On/Off Cash Drawer Record:

Allows the employee to use their own PIN to enable or disable the detailed recording function of using the cash drawer, excluding the sales process.

POS Admin

Admin

POS Toolbox

Toolbox

Open Cash Drawer:

Allow employees to use their own PIN to access.

POS Cash Report

Cash Report

View Cash Drawer Record:

Allow employees to use their own PIN to access open cash drawer records in Cash Report.

POS Table Area

Table & Areas

Table Areas Management:

Allows management of different table areas within the restaurant using the employee's own PIN.

POS Waitlist

Waitlist

POS Reservation

Reservation

POS Training Mode

Training Mode

Training Mode Management:

Allows employees to turn on training mode using their own PIN.

Operational Permissions

Management of specific actions

Order Accept:

Allows the employee to accept online orders.

Order Decline:

Allows the employee to decline online orders.

Order Print:

Grants the ability to print order details.

Order Refund:

Allows processing of order refunds after the manager's authorization.

Order Refund via self PIN access:

Allows refunds to be processed using the employee's own PIN.

Edit Item Price: Enables the employee to edit the price of items after the manager's authorization.

Edit Item Price via self PIN access:

Allows item price edits using the employee's own PIN.

Edit Add-on Price: Grants the ability to modify prices of add-ons after the manager's authorization.

Edit Add-on Price via self PIN access:

Allows add-on price modifications using the employee's own PIN.

Void Order:

Enables voiding of orders using the employee's own PIN.

Void Item:

Allows voiding of individual items within an order using the employee's own PIN.

Use Discount:

Grants permission to apply discounts to orders using the employee's own PIN.

Edit Discount:

Grants the ability to modify discount details using the employee's own PIN.

Custom Percentage Discount:

Enables setting custom percentage discounts.

Custom Amount Discount:

Allows setting of custom amount discounts.

Remove Tax:

Grants permission to remove tax from orders using the employee's own PIN.

Remove Convenience Fee:

Allows the removal of convenience fees after the manager's authorization.

Remove Convenience Fee via self PIN access:

Enables removal of convenience fees using the employee's own PIN.

Remove Auto-Gratuity:

Allows the removal of automatic gratuity charges using the employee's own PIN.

Switch Preferred Delivery Service:

Grants the ability to switch the store's preferred delivery service using the employee's own PIN.

Prepaid:

Allows adding prepaid to an order.

View Other Employees' Orders:

Enables viewing of orders taken by other employees.

Edit Other Employees' Orders:

Allows editing of orders taken by other employees.

Change Server:

Grants the ability to change the server assigned to an order.

Open Cash Drawer (No Sale):

Allows the cash drawer to be opened without a cash transaction in the following scenarios: declare cash tip, cash refunds, training mode cash transactions, and all other manual cash drawer openings.

Open Cash Drawer (Cash Payment):

Allows the cash drawer to be open for cash transactions.

Store Portal

The permission group in the Store Portal can be searched and configured based on the directory navigation pages visible to your current login.

Menu

Corresponding Access & Secondary Access

Report

Give access to Store Portal - Report

Access to secondary pages can be given individually.

Analytics

Give access to Store Portal - Analytics

Access to secondary pages can be given individually.

Promotion

Give access to Store Portal - Promotions

Access to secondary pages can be given individually.

Menu

Give access to Store Portal - Menu - Menu

Categories

Give access to Store Portal - Menu - Categories

Categories Promote

Give access to Store Portal - Menu - Categories Promote

Items

Give access to Store Portal - Menu - Items

  • Add Item: Grant access to add new items

  • Edit Item: Grant access to edit and delete the existing items.

  • Manage Item Status: Grant access to edit the existing items' status.

Item Template

Give access to Store Portal - Menu - Item Template

Combo

Give access to Store Portal - Menu - Combo

  • Add Combos: Grant access to add new combos.

Add Ons

Give access to Store Portal - Menu - Add Ons

  • Add Add-ons / Add-on Groups: Grant access to add new add-ons and add-on groups.

  • Edit Add-ons / Add-on Groups: Grant access to edit the existing add-ons and add-on groups.

  • Manage Add-ons Status: Grant access to edit the existing add-ons' status.

Pre/Post Modifier

Give access to Store Portal - Menu - Pre/Post Modifier

Orders

Give access to Store Portal - Orders

  • Refund: Grant access to perform refund from Store Portal - Orders

Member

Give access to Store Portal - Member

Access to secondary pages can be given individually.

Integration

Give access to Store Portal - Integration

Access to secondary pages can be given individually.

Store

Give access to Store Portal - Management - Store

Employee

Give access to Store Portal - Management - Employee

  • Invite User: Grant access to invite other system user to the current store.

  • Add Employee: Grant access to add a new employee.

  • Edit Employee: Grant access to edit the existing employee.

  • Delete Employee: Grant access to delete the existing employee.

Permission Group

Give access to Store Portal - Management - Employee - Permission Group

  • Add Permission: Grant access to add new permission groups.

  • Edit Permission: Grant access to edit the existing permission groups.

Job

Give access to Store Portal - Management - Employee - Job

  • Add Job: Grant access to add new jobs.

  • Edit Job: Grant access to edit the existing jobs.

Shifts

Give access to Store Portal - Management - Shift

  • Log: check the shift clock in/out log history

  • Edit: change employee's clock in/out time

Tip Pooling

Give access to Store Portal - Management - Tip Pooling

Group Buy

Give access to Store Portal - Group Buy

Access to secondary pages can be given individually.

Table Service

Give access to Store Portal - Table Service

Access to secondary pages can be given individually.

Reputation (Beta)

Give access to Store Portal - Reputation

Setting

Give access to Store Portal - Setting

Access to secondary pages can be given individually.

Device

Give access to Store Portal - Device

Access to secondary pages can be given individually.

Store Account

Give access to Store Portal - Store Account

Access to secondary pages can be given individually.

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