Navigation: Sign into the Back Office and select a Store. On the left-side navigation panel, select User Management then Roles.

Create or Update a Role

1. On the Roles page, click + New Role at the top-right.
   
   
1. You can update a Role by clicking the corresponding ••• then Edit under Actions.
   
   
   
2. On the New / Update Role pane that appears:
   
   
1. Under General: enter the Name of the Role, select the Priority, then enter a Role ID.
   
1. Name – (Mandatory) Maximum of 25 characters.
   
2. Priority – (Mandatory) Any Priority numbers of existing Roles won’t appear as options.
   
3. Role ID – (Optional) Numbers and letters are accepted, with maximum of 25 characters.
   
   
   
2. Select the Role’s permissions: click each section and select the boxes you want enabled for the Role to have that access (some boxes will automatically be checked). Select Select All to check all boxes within the dropdown section.

1. Back Office
   

1. MENU CONFIGURATION – Access to BO Menu configuration in POS, with its corresponding Menu-related sub-options: 
   
   
   
   
2. SETTINGS – Access to the following Store BO settings: Inventory, Hardware, Reports, Integrations, Batch, Store, Application, Printer Template, Addons, Payments
   
   
   
   
3. INVENTORY – Access to the Inventory-related BO Settings:
   
   
   
   
4. REPORTS – Access to reporting in BO
   
   
   
5. DASHBOARD – Access to the Home page dashboard, with tab options
   
   
   
   
6. CUSTOMER – Access to Loyalty Point Adjustment for Customers
   
   
   
7. USER MANAGEMENT – Access to set user management features, such as updating access for specific Users, Roles, performing Tip Adjustment, and entering Force Punch In/Out
   
   
   
   
8. DISABLE BACK OFFICE LOGIN - Prevents users logged in under this Role from logging in to BO
   
   

2. POS
   

1. CREATE ORDER – Permission to create an order from POS
   
2. VOID ITEM – Permission to void a sale
   
3. DELETE UNORDERED ITEM (auto-selected) - Permission to void an Item or Check that has not yet been sent to the kitchen
4. CC PAYMENT – Permission to process Credit Card payments
   
5. GC PAYMENT – Permission to process Gift Card payments
   
6. HA PAYMENT – Permission to process House Account payments
   
7. PAY CASH – Permission to pay cash to complete a sale
   
8. TAX EXEMPT – Permission to process a tax exemption for an item when completing a sale
   
9. OPEN ITEM – Permission to create an Open Item in POS for products not pre-programmed in the Back Office (BO)
10. EMPLOYEE DISCOUNT – Permission to give an Employee Discount for a sale
    
11. GIFT CARD ISSUE – Permission to issue a Gift Card to a new customer
    
12. DISCOUNT – Permission to apply a Discount made for a sale
    
13. GRATUITY – Permission to apply a Gratuity for a sale access
    
14. ITEM SERVICE CHARGE EXEMPT – Permission to exempt an Item Service Charge for a Menu Item
    
15. OPEN CASH DRAWER – Permission to access the cash drawer
    
16. RESENT TO KITCHEN – Permission to resend menu items to the kitchen
    
17. OPEN ALL CHECKS – Permission to open all checks (Open, Active, Closed, Refund)
    
18. IS DRIVER – Access to drivers (will be shown in Active Drivers section in POS)
    
19. TRANSFER CHECK/TABLE – Permission to transfer Checks between Tables
    
20. MERGE TABLE – Permission to merge tables
    
21. SPLIT SEAT – Permission to split seats
    
22. RESTRICT CHECK SUMMARY – Restricting access to the Check Summary
    
23. KIOSK – Access to the Kiosk
    
24. OTHER PAYMENT – Access to the Other Payment option
    
25. ACCESS FOR PAYMENT APP – Access to the Payment app
    
26. TRANSFER BETWEEN OWN CHECKS – Access to transfer between user’s own checks
    
27. TRANSFER BETWEEN ALL USER'S CHECK – Access to transfer between all users’ checks
    
28. VIEW ALL CHECKS – Access to view all checks
    
29. ALLOW CHECK STATS PERMISSION – Access to view the Check Status screen
    
30. LOG OFF AFTER EACH SALE – After every sale the system will be logged off
    
31. MEMBERSHIP ACCESSIBILITY (auto-selected) – Access to customers’ Membership information
    
32. ALLOW OPEN CHECKS IN ANOTHER POS AT THE SAME TIME – Permission to open the same Check in multiple POS systems simultaneously while being active on one POS
33. VIEW OTHERS CHECK (auto-selected) – Access to view others’ checks
    
34. RESTRICT OFFLINE MERGE AND TRANSFER AND SPLIT (auto-selected) – Access to restrict offline merge-and-transfer and split checks
    
35. APPLY STORE CREDIT – Access to apply Store Credit (Call Center, WebPOS)
    
36. REDEEM STORE CREDIT – Access to redeem store credit towards a sale
    
37. SIDE CC PAYMENT (auto-selected) - Ability to process Side CC payment
38. APPROVE TIP VALIDATION – Access to validate and approve a Tip on a Check
    
39. VOID CHECK - Ability to void a check
40. RE-OPEN CHECK - Ability to re-open a check
41. REPRINT CHECK - Ability to reprint a check
42. ATTACH (auto-selected) - Ability to attach a check
43. HOLD (auto-selected) - Ability to hold a check
44. OPEN MODIFIER (auto-selected) - Ability to select open modifiers
    
    
    

3. POS Operations
   

1. OPEN TILL – Permission to open the till for cash handling
   
2. HOLD TILL – Permission to hold the till without making any payment or transaction
   
3. CLOSE OWN TILL – Permission to close their own till
   
4. VIEW/CLOSE ALL TILL – Permission to view/close all till
   
5. CASH DROP – Permission to drop Cash from the Cash Drawer
   
6. PAY IN/OUT – Permission to Add or Remove Cash from the till
7. OPEN CASH DRAWER – Permission to Open the Cash Drawer under Till Management
8. PRINT CASH LOG – Permission to the Print Cash Log
   
9. POS SETTINGS – Permission to configure POS settings
10. CLOSE OWN CASH OUT – Permission to perform their own cashier cash-out
11. CLOSE ALL CASH OUT – Permission to Cash Out for all Employees
    
12. CLOSE THE DAY – Permission to Close the Day
    
13. CLOSE BATCH – Permission to Close a Batch Payment
    
14. HARDWARE SETTINGS – Permission to configure Hardware settings
    
15. OPERATIONAL REPORTS – Permission to the Data and Details of Operational Reports
    
16. REFUND – Permission to issue a Refund for a Check
    
17. RESTRICT REPORT ON ACTIVE CHECK – Will not have permission to see Active Checks on POS
18. TIP ADJUSTMENT – Permission to Tip Adjustment
    
19. TIP SHARING – Permission to Tip Share
    
20. 86 LIST – Menu Item Quantity limitation will be set
    
21. BLIND AUDIT – The Balance will not be shown
    
22. SHOW REPORT AFTER BLIND AUDIT – Will not be able to view the report
    
23. ADJUST TIME CLOCK – Permission to Adjust the Time Clock
    
24. OFFLINE PAYMENTS - Ability to accept offline payments
    
25. VIEW ALL CHECKS IN BATCH SCREEN - Ability to view all checks on the batch screen
    
    
    

4. Report Access
   

1. Select the checkbox of each option to have access to that Report.
   
1. SALES, TRANSACTION REPORT, GIFT CARD REPORT, DISCOUNT REPORT, VOID REPORT, PAID IN/OUT, EMPLOYEE REPORT, HOUSE ACCOUNT REPORT, DRIVER REPORT, BATCH REPORT, REFUND REPORT, TILL REPORT, COMPARISON REPORT, CUSTOMER PREFERENCE REPORT, DAILY TENDER REPORT, TAX REPORT, MEMBERSHIP REPORT, ACCOUNT BALANCE REPORT, REVENUE CENTER REPORT, DAILY SUMMARY REPORT, AUDIT LOG REPORT
   
   
   

5. Dash Board
   

1. Select the checkbox of each option to have access to that Dashboard
   
1. NET SALES – Permission to the Net Sales Dashboard
   
2. TAX – Permission to the Tax generated from the sales
   
3. TRANSACTION – Permission to the Transactions made from the store
   
4. CUSTOMER INFO IN SALES DASHBOARD – Permission to the Customer info in the Sales
   
5. DISCOUNT – Permission to the Discount dashboard
   
6. REFUND – Permission to the Refund sales dashboard
   
7. LABOR – Permission to the Labor dashboard
   
8. COGS – Permission to the Cost Of Goods Sold (COGS) dashboard
   
9. SPLH – Permission to the Sales Per Labor Hour (SPLH) dashboard
   
10. TOTAL ENROLLMENT – Permission to the Total Enrollment of the employees dashboard
    
11. REWARD POINTS – Permission to the Reward Points dashboard
    
12. ACCUMULATION POINTS – Permission to the Accumulation points access dashboard
    
13. OLD VS NEW CUSTOMERS – Permission to the Old vs New customers dashboard
    
14. TOP FIVE CUSTOMERS – Permission to the Top Five Customers dashboard
    
15. TOP FIVE RETURN CUSTOMERS – Permission to the Top 5 Return Customers dashboard
    
16. FEEDBACK – Permission to the Feedback data dashboard
    
17. CUSTOMER FEEDBACK – Permission to the Customer Feedback dashboard
    
18. TOTAL SALES – Permission to the Total Sales dashboard data for the Store
    
19. AVERAGE AMOUNT – Permission to the Average amount for the store dashboard
    
20. AVERAGE TIME – Permission to the Average time of the employee dashboard data
    
21. CHECK VS EMPLOYEE – Permission to the Checks made by the Employee in comparison to Employee dashboard
    
22. LABOUR VS SALES – Permission to the Labor of the employee vs sales made by the Employee dashboard
    
23. EMPLOYEE VS TIP – Permission to the Employee vs Tips generated by the Employee dashboard
    
24. EMPLOYEE VS NETSALES – Permission to the Employee vs Net Sales of the Store data Dashboard
    
25. RETENTION RATION – Permission to the Retention Ratio of the Customer dashboard
    
26. OPEN TO CLOSE CHECK – Permission to the Open Check to Close Check dashboard
    
27. ACTIVE CHECK – Permission to the Active Check dashboard data
    
28. AVG CHECK – Permission to the Avg Check dashboard data
    
29. AVG COVER – Permission to the Avg Cover dashboard
    
30. GROSS SALES – Permission to the Gross Sales dashboard
    
31. TOTAL VOLUME – Permission to the Total Volume dashboard
    
32. NET VOLUME – Permission to the Net Volume
    
33. AVAILABLE BALANCE – Permission to the Available Balance dashboard
    
34. PENDING BALANCE – Permission to the Pending Balance for the Store
    
    
    

6. Cash Drawer
   

1. OPEN CASH DRAWER ON HITTING SET/CLOSE TILL – Permission to open the Cash Drawer upon closing the till
   
2. CASH DRAWER FOR CASHIER OUT – Permission to open the Cash Drawer for cashing out the end of the Sale Amount
   
3. CASH DRAWER RESTRICT PAYMENT – Cash Drawer permission will be revoked for the Role. It prevents the user to close the sale or accept any form of payment.
   
   
   

7. Center
   

1. OPEN ITEM & OPEN CHECK DISCOUNT – Permission to Open Item and Open Check discounts for call
   
2. APPLY STORE CREDIT – Permission to apply Store Credit (similar to Gift Cards) for the sale
   
3. REDEEM STORE CREDIT – Permission to redeem Store Credit for the sale
   
4. REFUND FOR ONLINE ORDERS – Permission to refund Online Order payments
   
5. REFUND FOR IN-STORE ORDERS – Permission to refund for In-Store Orders (POS)
   
   
   
3. When the Role’s permissions are set, click Save at the bottom-right (or Update if you’re editing an existing Role). You are returned to the main Roles page.
   
   
3. When saving a new Role, it will appear as a row in the Roles table.