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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.


Customer Support Article

Understanding Features & User Roles

  • June 30, 2014
  • ·
  • Like
  • 1

Summary

Understanding Features & User Roles

Description

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.


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