Setting up POS user roles

If you typically manage store users in Central Manager, follow this procedure to set up roles and synchronize them to the applicable store groups. However, if you prefer to manage roles at the store level, you can set up roles in Store Manager and they will synchronize to Central Manager.

1.

Click Setup.

2.

Expand People and Security.

3.

Click POS User Roles.

4.

Click New.

5.

In the Code field, enter a code for the POS user role.

6.

In the Role name field, enter a name for the POS user role.

7.

Select the check box beside each privilege you want to assign to the POS user role.

For example, if you are setting up cashier user roles you may want to set up separate user roles for administrative, senior, and regular cashier roles in the store. SHOW MORE INFO

Admin	Senior	Regular	Field	Description
X			Allowed to view cost information	Can view and edit Cost of Item in POS and Store Manager.
X			Allowed to review printed Journals	Can review printed Journal in POS.
X	X		Allowed to Exit POS	Can shut down (exit) the POS application.
X	X		Allowed to view sales graphs	Can view sales graphs in Store Manager.
X	X		Allowed to generate X reports	Can generate X reports in POS.
X		X	Allowed to enter Opening Amounts	Can enter an opening amount for a register or cash drawer.
X		X	Allowed to enter Closing Amounts	Can enter a closing amount for a register or cash drawer.
X	X		Allowed to access Pricing	Can view and edit Pricing information in POS and Store Manager.
X	X		Allowed to change tax status	Can change the tax status of an item in POS.
X	X		Allowed to perform No Sales	Can open the register or cash drawer by entering a no sale.
X	X		Allowed to perform Drops and Payouts	Can enter cash drops for the safe or payouts for managers.
X	X		Allowed to put transactions on hold	Can put a transaction on hold and recall at a later time.
X	X	X	Allowed to perform Closeouts	Can blind close out the register at the end of a shift.
X	X	X	Allowed to generate Z & ZZ Reports	Can generate Z and ZZ Reports in POS.
X	X		Allowed to delete entries from transactions	Can delete items added to a transaction.
X	X	X	Allowed to view and edit all customers	Can view and edit customer information. Can deactivate, but not delete, customer profiles.
X	X		Allowed to post empty transactions	Can post empty transactions.
X	X		Allowed to sell to employees with discounts	Can complete employee transactions with discounts.
X	X		Allowed to abort transactions	Can cancel transactions before completion.

8.

In the Over/Short Limits section, choose one of the following: SHOW MORE INFO

• No Limit

• Limit amount

• Limit percent

Field	Description
No Limit	Select this option if you want the cashier to be able to close the batch regardless of the amount the cash drawer is over or short.
Limit amount	Select this option if you want to set an amount threshold above which the cashier is considered over or short. For example, if you enter $10.00 and the cash drawer is short $5.00 the cashier is not considered short and they can close the batch. However, if the cash drawer is short $15.00 they are considered short and cannot close the batch.
Limit percent	Select this option if you want to set a percent threshold above which the cashier is considered over or short. For example, if you enter 10% and the batch total is $1,000, if the cash drawer is short an amount less than $100 the cashier is not considered short and they can close the batch. However, if the cash drawer is short an amount more than $100 the cashier is considered short and cannot close the batch.

9.

Click Save And Close. The role is synchronized to the applicable store groups.