Navigation: Sign into the Back Office for your Retail Store, then select User Management > Roles

Create a New Role or Update an Existing Role

1. Click + New Role at the upper-right (or click the corresponding three dots [•••] then Edit under Actions). The New/Update Role pane appears.
   
   
   
2. Under General: enter the following:
   
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.
   
   
   
3. 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. RETAIL CONFIGURATION – Access to Retail Store configuration in POS
   
2. GIFT CARD - Permission to access Gift Cards and Reimbursement for the customers
3. PRINTER SETTINGS - Permission to view Printer settings
   
4. TAX SETTINGS - Permission to access Tax settings for products and items in BO
   
5. STORE SETTINGS - Permission to access Changes from Store settings
6. STORE INFO - Permission to access Store info and details of the store
7. REPORT - Permission to access Reports from BO
   
8. DISCOUNT SETTINGS - Permission to access Discount settings configuration for Retail Items
   
9. INVENTORY SETTINGS - Permission to access Inventory settings and management
   
10. CUSTOMER - Permission access to Customer details in BO
    
11. USER MANAGEMENT - Access to User Management details (Create Roles / Users / Tip Adjustment / Forced Punch In/Out)
    
12. DISABLE BACK OFFICE LOGIN – Disabling access to BO login.
    
13. BATCH - Permission to Batch payment settings
    
14. LOYALTY POINT ADJUSTMENT - Permission to Loyalty Points adjustment for the customer
    
15. SHOW INVENTORY COUNT IN ADJUSTMENT - Permission to inventory adjustments made for the customer
    
    
    

2. POS
   

1. CREATE ORDER – Permission to create an order from POS
   
2. VOID ITEM – Permission to void a sale
   
3. DELETE UNORDERED ITEM - Permission to void an Item or Receipt 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 Retail Item
    
15. OPEN CASH DRAWER – Permission to access the cash drawer
    
16. OPEN ALL RECEIPTS – Permission to open all receipts (Open, Active, Closed, Refund)
17. RESTRICT RECEIPT SUMMARY – Permission to Restrict Receipt Summary.
    
18. OTHER PAYMENT – Access to the Other Payment option
19. TRANSFER BETWEEN OWN RECEIPTS – Access to transfer between user’s own receipts
20. TRANSFER BETWEEN ALL USERS RECEIPTS – Access to transfer between all users’ receipts
    
21. VIEW ALL RECEIPTS – Access to view all receipts
    
22. ALLOW RECEIPT STATS PERMISSION – Access to view the Receipt Status screen
    
23. LOG OFF AFTER EACH SALE – Log off after each sale checkbox will be available. You selecting the checkbox, After every sale the system will be logged off upon enabling for the respective role. You deselect the checkbox, Log off after each sale access will not be given to the respective roleLOG OFF AFTER EACH
    
24. MEMBERSHIP ACCESSIBILITY – Access to customers’ Membership information
25. ALLOW OPEN RECEIPTS IN ANOTHER POS AT THE SAME TIME – Permission to open the same Receipt in multiple POS systems simultaneously while being active on one POS
26. VIEW OTHERS RECEIPT – Access to view others’ receipts
27. APPLY STORE CREDIT – Access to apply Store Credit (Call Center, WebPOS)
28. REDEEM STORE CREDIT – Access to redeem store credit towards a sale
    
29. OFFLINE PAYMENT – If enabled (default) (selected, pink with check mark), the Role will have access to enable offline payments in POS. If disabled, the Role won’t have access to enable offline payments in POS and Offline Payments won't be allowed in POS operation.
    
    
    
    

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. VOID RECEIPT – Permission to Void Receipts
   
10. RE-OPEN RECEIPT – Permission to Re-Open Receipts from Payment access
    
11. POS SETTINGS – Permission to configure POS settings
    
12. CLOSE OWN CASH OUT – Permission to perform their own Cashier Cash-Out
13. CLOSE ALL CASH OUT – Permission to Cash Out for all Employees
    
14. CLOSE THE DAY – Permission to Close the Day
    
15. CLOSE BATCH – Permission to Close a Batch Payment
    
16. HARDWARE SETTINGS – Permission to configure Hardware settings
    
17. OPERATIONAL REPORTS – Permission to the Data and Details of Operational Reports
    
18. REFUND – Permission to issue a Refund for a Receipts
19. REPRINT RECEIPT – Permission to reprint a Receipts in POS
    
20. RESTRICT REPORT ON ACTIVE RECEIPT– Will not have permission to see Active Receipts on POS
    
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
    
    
    

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, 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. RECEIPT VS EMPLOYEE – Permission to the Receipts 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 RECEIPT – Permission to the Open Receipt to Close Receipt dashboard
    
27. ACTIVE RECEIPT – Permission to the Active Receipt dashboard data
    
28. AVG RECEIPT – Permission to the Avg Receipt 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.
   
   
   
4. When the Role’s permissions are set, click Save at the bottom-right of the pane or (Update if you’re Editing an existing Role). You are returned to the main Roles page.
   
   
5. When saving a new Role, it will be added as a row in the Roles table.