🗂️ Overview
Permissions are grouped into four categories:
🧾 Ordering
🛠️ Configuration
📊 Reporting
🧩 Miscellaneous
✅ Sample Permission Matrix (for context)
Permission | Server | Bartender | Manager | Kitchen |
Access to order sections | ✅ | ✅ | ✅ | ❌ |
Void item | ❌ | ✅ | ✅ | ❌ |
Produce end of day reports | ❌ | ❌ | ✅ | ❌ |
Access all settings | ❌ | ❌ | ✅ | ❌ |
🔍 Tip: Review roles regularly—new features or processes may require updating permissions.
🧾 Ordering Permissions
Permission | Description |
Access to order sections | Allows employee to open the POS interface, send orders, and interact with the cart. Essential for anyone using the POS. |
Refund order | Enables the ability to refund items or transactions. Should be reserved for managers or trusted staff. |
Access all tables | Lets the user view and manage all tables—not just the ones they opened. Ideal for supervisors or shared service zones. |
Change item price | Allows manual price override per item. Useful for managers, but risky for regular employees. |
Change item description | Allows custom text to be entered on a product. Mostly useful in very specific kitchen note use cases. |
Void item | Enables the removal of an item from an order after it has been sent to the kitchen. Commonly used when correcting errors. |
Add remark | Allows adding preset or custom remarks (e.g., “No onions”, “To share”). |
Add gratuity | Enables gratuity addition to the bill. Useful for banquet service or large groups. Not available in Quebec. |
Do not logout | Prevents automatic logout after order is sent. Helps speed up workflow in high-volume environments. |
Waiter transfer | Allows transfer of a table from one employee to another. Important for shift changes. |
Cancel order | Permits full order cancellation—typically restricted to managers. |
Unlock a table | Allows reopening a locked table (e.g., after payment issue or partial close). This can also be used to access a table someone has open in another workstation. |
Force close check | Forces a bill to close (even with errors or unresolved items). Used very rarely, for stuck transactions. |
Access to invoice history outside of current shift | Lets a user view past shift invoices. May be useful for management, but not for regular staff. |
⚙️ Configuration Permissions
Permission | Description |
Access all settings | Full access to all POS settings. Reserved for system admins or owners. |
Customize the theme | Allows changing POS interface colors or appearance. Usually limited to system admins or owners. |
Change printer settings | Grants access to modify printer configurations (e.g., assign printing groups to printers). |
Change payment settings | Manage payment terminal and cash drawer. |
📊 Reporting Permissions
Permission | Description |
Access to report sections | Grants access to the Reports tab in the POS. |
View end of day reports | Allows viewing reports generated after a shift. |
Produce end of day reports | Grants permission to generate End of shift (User reports). |
Generate global reading reports | Allows access to full summary reports that combine sales across multiple workstations over a selected time period. Should be a manager flow. |
🧩 Miscellaneous Permissions
Permission | Description |
Login without punch | Allows a user to access the POS without clocking in. Useful for roles that don’t require time tracking. |
Dispatch module | Reserved for future use. This permission will enable access to the Phone Order / Dispatch screen in the POS once the feature is released.
🔧 Note: This feature is currently under development and has no effect when enabled. |
Edit employee timesheets | Lets the user modify clock-in/out times. Should be restricted to management. |
Access to their timesheet | Allows employee to view their own timesheet, but not others’. Good for transparency and shift reviews. |
🧠 Suggestions for Use
✅ Servers: Enable only ordering, remark-related features, and basic end-of-shift actions like viewing and producing end of shift reports.
✅ Managers: Add refund, timesheet edit, end of day report, and access to all tables.
✅ Kitchen: Disable all access to orders.
✅ Admins: Grant full settings access only to trusted back office users.

