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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