Understanding Levels POS Levels of Access
Access Level |
Cook |
Server |
Manager |
POS (All) — Provides employee access to all POS settings in this section. |
|
|
x |
Time Clock Only — Enables employee access to the POS to clock in and out who have no other requirement to access the POS. |
x |
|
|
Ring Up Sales (All) — Enables employee access to the order entry screen, for actions such as adding items to the guest check and accepting payments. |
|
x |
x |
Can Accept Payments — Enables employee access to the order entry screen, for actions such as adding items to the guest. |
|
x |
x |
Can Close Orders — Enables employee access to the order entry screen, for actions such as accepting payments. |
|
x |
x |
Can Close Orders (Use Employee Shifts) — Enables employees to use an employee financial shift for tracking financial responsibility of orders. |
|
|
x |
Can Close Orders (Use Drawer Shifts) — Enables employees access to use a drawer shift for tracking financial responsibility of orders. |
|
x |
|
Cash Drawer Recount — Enables employees access to recount their cash at the cash reconciliation screen. |
|
|
x |
Print/Show End Shift Totals – When enabled, the end of shift summary will display on the POS and be printable on the POS. |
|
|
x |
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. |
|
x |
x |
Declare Tips — Requires employees to declare credit card tips at the end of a labor shift. |
|
x |
x |
No Sale (Open Drawer) — Permits employees to open the cash drawer by tapping No Sale at the order entry screen. |
|
x |
x |
Void Items/Ticket — Permits employees to void individual items or an entire guest check. |
|
x |
x |
Void Online Orders — Permits employees to void online orders. |
|
x |
x |
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. |
|
|
x |
Change Tax — Permits employees to change the tax rate on a guest check to a different rate. |
|
|
x |
Exempt Tax — Permits employees to change the tax rate to ‘0’ on a guest check. |
|
x |
x |
Perform Refunds — Permits employees to perform a refund for a customer. |
|
|
x |
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. |
|
|
x |
Reopen Ticket — Permits employees to reopen any guest check to add items or to change the payment tender. |
|
|
x |
Adjust Tips for Others— Permits employees to adjust the credit card tips of other employees. |
|
|
x |
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. |
|
|
x |
Set Item Availability — Permits employees to manage item availability on the POS. |
|
|
x |
Pending Credit — Permits employees to view data in the Pending Credit screen. |
|
|
x |
POS Settings — Permits employees to access the Settings screen and change the settings for the device they are actively using. |
|
|
x |
Scoreboard Access - Grant Access to the POS Scoreboard report. |
|
|
x |
Offline Mode Management — Permits employees to put a device into offline mode when a device becomes disconnected from the server. |
|
|
x |
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. |
|
|
x |
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. |
|
|
x |
Add Charge to Ticket — Permits employees to manually add a charge to a guest check. |
|
x |
x |
Enter Manual Weight for Scale Items — Permits employees to enter a manual weight for scale items. |
|
|
x |
Approve Early Break Return — Permits employees to approve an early break return. |
|
|
x |