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Role Permissions Guide

By Kelsey

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Once you create roles in your system, you will need to assign Role Permissions to make them functional. The role permissions selected or deselected for a specific role will affect the amount of access an employee has to the Point of Sale. To assign or unassign a permission to a role, simply click the appropriate box in the matrix under Employees> Role Permissions. Below is a guide that explains all permissions in detail: 

Copy role

A copy of the role clicked will be created

Select All Permissions

This option gives a specific role all permissions

Owner Access 

This allows access to owner restricted areas on the iPad. It also causes the user’s PIN to be treated as a valid password for restricted actions. It does not allow using those actions without inputting the PIN

Manager Access 

This allows access to manager restricted areas on the iPad. It also causes the user’s PIN to be treated as a valid password for restricted actions. It does not allow using those actions without inputting the PIN

Batch Process 

Grants access to view and manage the Batch Process under the iPad Manager Settings

Decline Payments 

Grants access to view and manage the Declined Payments under the iPad Manager Settings

Financials 

Grants access to the Financials screen and reports under the iPad Manager Settings

Incoming Calls 

Grants access to the list of incoming calls under iPad Manager Settings

Inventory 

Grants access to Manage Item Mode and Inventory on the server under iPad Manager Settings

Lock 

Grants access to the screen that allows the ability to lock a user to particular iPads under the iPad Manager Settings. Lock users cannot log in to particular iPad POS stations

Manage Item Mode 

Grants access to Manage Item Mode. User is able label an item In Stock or Out of Stock and allows them to set the stock, including the 86 Function, under the iPad Manager Settings

Offline Payments 

Grants access to view and manage Offline Payments under the iPad Manager Settings

Photo Edit Mode 

Grants access to Photo Edit Mode under iPad Manager Settings

Pos Settings 

Grants access to view and change POS Settings under the iPad Manager Settings

Time Management 

Grants access to the Time Management screen under the iPad Manager Settings

Troubleshoot Mode 

Grants access to Troubleshoot Mode under iPad Manager Settings

End of Day

Enable access to a standard End-of-Day Process that can be run on the main POS terminal at the end of each business day 

Custom Menu Management

Allows user to manage Custom and Manual Menus, turning them on or off as desired

Messaging

Enables Messaging permissions

Invoice Messaging 

Allows user to receive a message notification once any invoice on any POS station is sent. After that invoice is converted to an order form, another notification will be generated to the invoice creator’s POS station

Add Extra Items 

Allows users to access the Add Extra Items function

Approve Large Tips 

Allows users to approve very large tips. A password input is still required

Auto Gratuity 

Allows users to add, remove, or edit the auto gratuity without a password

Can stay logged in 

Allows the user to remain logged in to the iPad, despite auto-logout settings

Clock In/out Restrictions Override 

Allows users to bypass or override any clock in or clock out restrictions, including clocking in too early or clocking out with open orders

Clock out with Open Orders 

Allows employees to clock out if they have open orders. If not, they shall have to close their orders before clocking out. Employees with the Clock In/Out Restrictions Override permission can ignore this limitation

Closed Held Orders 

Allows users to run the Close Held Orders feature. Password input still required

All orders without payment will remain open. All orders with 0 balance will close out

Comps

Assuming comps are supported on the POS, this token gives the user permission to comp items

Cost Management

Allows user to see and manage inventory costs on the POS

Create Gift/Rewards Cards 

Allows users to create and manage gift and rewards cards without a password

Create New Products on the POS

Allows user to create new products on the POS. This does not impact Add Extra Item

Create/Receive Orders 

Allows users to create new orders or receive transferred orders

Credit Plus 

Allows users to use Credit + payments without a password

Customer Access

If Restrict Access to Customer Records on the POS is enabled, this permission allows the employee to bypass those restrictions

Declare Tips

Employees with this token will be prompted to declare their tips on clock out 

Delivery Driver

Delivery Drivers have limited access to the Delivery Management system

Delivery Manager

Users with this token have full access to all functions of the Delivery Management system

Delivery Postmates Driver

Only applies to the Postmates Driver role; enables Postmates driver assignments in the delivery console

Delivery Settings

Users with this token have full access to adjust delivery settings in the POS delivery interface

Delivery Uber Driver

Only applies to the Uber Driver role; enables UberRush driver assignments in the delivery console 

Edit Appointments 

All users may create their own appointments. This permission allows an employee to create, edit or delete another employee’s appointments without inputting a password

Edit Commission 

Allows users to edit commission on items

Employee Sales Summary 

This allows users to run the employee sales summary without a password

Exchanges

Allows users to exchange items without a password

Held Order 

If enabled, users have access to the Held Orders screen without a password

Inventory- Actual

Allows user to change actual amount of inventory items

Inventory- Damage

Allows user to update wastage of inventory items

Inventory- Receive 

Allows user to receive items to inventory 

Inventory- Update Cost

Allows user to update cost of inventory items

Item Discount 

Enabling this allows users to apply item discounts without a password

Login Restrictions Override 

Allows users to bypass or override any login restrictions, such as logging in without clocking in 

Login/Logout 

Enabling this allows the user to log into the iPad

Manual Discount 

Allows users to apply manual discounts without a password

Manual Gift Card Input

Allows user to type in a gift card number. Otherwise, they must use a cardswipe

Manually Print Payment Receipts

Allows user to reprint payment receipts

Move Item/Table 

Allows users to move items between tables or orders, or to move whole tables without inputting a password

Open Cash Drawer 

Allows users to open the cash drawer without a password

Override Add Product Restrictions

Users with this token will be able to add products to orders even if those products should not normally be added. for example, they are out of inventory or the order type conflicts with the acceptable order types for the product. Without this permission enabled, users will be prompted to enter a password when attempting to add an item that meets the above conditions

Override Prevailing Tax Rate 

Allows users to override prevailing tax rate for an order or for the day without a password

Override Void/Return/Exchange limits 

Users with this permission can override limits to void/ returns/ exchanges

Physical Inventory- Count Sections

User will be allowed to perform manual section counts. This is dependent on whether or not manual counts are required as a step in the physical inventory

Physical Inventory- Scan Sections

User will be allowed to scan products in a section to perform inventory stock-take

Physical Inventory- Set Recount

User will be able to remove counts for a specific section and require the section be recounted and rescanned 

Postmates Limit Override

Allows user to override restrictions on assigning orders to Postmate drivers

Price Override 

Allows users to override prices on an item

Printer Redirect 

Allows users to redirect printers without a password

Receiptless Returns

Allows user to perform receiptless returns without inputting a password

Refresh POS

Allows user to refresh the POS

Refund Payment 

Allows users refund payments without a password

Remove Tax 

Allows users to remove tax from an order or item without a password

Require Admin Card Swipe

Employees with this token will need to swipe their admin card to access the system. Employees without this token may use an admin card or type in a PIN

Restricted Gift Card Access 

If Restrict Gift Access is enabled, this allows users to create and load gift cards from Settings> Gift Cards without a password

Reward Cards

Allows user to manually add or subtract rewards points from a card

Run Employee Sales Report with Open Orders 

If enabled, employees with open orders can still obtain their sales report. If not, they will have to close their orders and wait for them to sync before running the report

Scales

Allows user to perform restricted scales functionality, such as inputting weight manually

Search Orders 

Allows users to search for orders without a password

Serial Number Management 

Users with this permission will be able to manage restricted serial number functions without inputting a password

Service Fees 

Users with this permission will be able to perform advanced service fee functions without inputting a password

Set Main 

Allows users to set an iPad to be the main. Password input is still required

Tills- Access All Tills

Allows user to bypass till ownership restrictions

Tills- Allow Cash Entry Correction

If disabled, disables the back button from Till Checkout Summary popup

Tills- Assign Till Ownership

Allows user to modify ownership of a till 

Tills- Cash Logs

If disabled, prevents printing of cash logs from the Set Till and Till Management screens

Tills- Checkout Summary 

If disabled, suppresses the checkout summary popup entirely 

Tills- Close a Till 

If disabled, disables the Checkout button on the Set Till Amounts popup

Tills- Hold a Till

If disabled, disables the Hold Till button from the Set Till Amounts popup

Tills- Pay-ins

Allows user to perform Pay-Ins without a password 

Tills- Pay-outs

Allows user to perform Pay-Outs without a password

Tills- Safe Drop

Allows user to perform Safe Drops without a password

Tills- Set a Till 

Allows user to set a till 

Today's Order 

Allows users to access Today’s Orders without a password

Training Mode Exit

Allows the user to exit training mode

Transfer Orders 

Allows user to transfer any order from one user to another. Without this permission, users may transfer only their own orders

Uber Limit Override

Allows user to override restrictions on assigning orders to UberRush drivers

View All Orders

Allows user to see all order and table times. Without this token, employees shall see only their own orders

Virtual Till

Virtual Tills are tied to individual employees. The cash transactions of an employee with virtual till will all be logged to the virtual till instead of physical till the employee is operating. Employees may make cash drops from their virtual till into a physical till 

Void Items 

Allows users to void or return items without a password

iPad Reports

Allows user to view the iPad Drop Down Reports without a password



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