Setting up cashier user roles

User rolesClosed In Store Manager, you create roles for different employee functions in the store (e.g., manager, cashier, sales representative) and assign specific privileges or rights to the role. When you create a user account for a new employee you assign a role to the user account, and then customize their privileges or rights as required. define privileges that specific types of users have in Store Manager and POS.

You should set up at least one cashier user role with full privileges before you set up cashier user roles with limited privileges. There are typically three types of cashiers in a store:

  • Regular cashiers: Responsible for entering customer transactions at a register.
  • Senior cashiers: Responsible for correcting transactions at registers, performing drops to the safe, generating X, Z, and ZZ reports, and entering more complex transactions.
  • Admin cashiers: Responsible for all cashier operations.

To set up cashier user roles:

1. Click Setup.
2. Expand People & Security.
3. Click POS User Roles.
4. Click New.
5. In the Code field, type a code for the cashier user role.

Note: You must enter a unique Code for each type of cashier user role, e.g., Cashier-Reg, Cashier-Full.

6. In the Name field, type a short description of the user role, .e.g., Cashier with regular privileges.
7. Click the checkbox beside each Cashier Right you want to give to cashiers assigned to this user role. ClosedSHOW MORE INFO

8. In the Over/Short Limits section, choose one of the following: ClosedSHOW MORE INFO

  • No Limit

  • Limit amount

  • Limit percent

9. Click Save and Close.