đ¤ The Users Hub
In the org sidebar, click Users to open the Users hub. The sidebar expands to show three sub-sections:
Sub-section | Purpose |
Organization Admin | Back-office users with access to the organization-level back office. These are not POS users â they are the people who log in to manage menus, reports, and settings. |
POS Employees | POS-level users across all locations. From here, organization admins can view and manage the employee records of every location. |
Roles and permissions | POS user role definitions. Roles created here are available to all company locations for assigning to POS employees. Locations can also create their own roles if the org setting permits it (see Organization Settings). |
đ Roles and Permissions
Click Roles and permissions in the Users sub-menu. If no roles have been created yet at the org level, you will see an empty state. Click Create a new role to define one.
â Creating a New Role
The new role form asks for a name and then lets you configure permissions across four groups:
Ordering
Controls what the POS user can do during the ordering and service flow. This group has the most individual permissions (14 items). Examples include:
Permission | What it allows |
Open a check | Start a new order/table check on the POS. |
Add items to a check | Add products, modifiers, and remarks to an open order. |
Apply discount | Apply a promotional or manual discount to an order or item. |
Void items | Remove items from a check that have already been sent to the kitchen. |
Reprint receipts | Print a duplicate of a previously issued receipt. |
Close a check | Finalize and close an order after payment. |
Configuration
Controls access to POS configuration and setup tasks (6 items). Examples include access to terminal settings, receipt formats, and hardware configuration.
Reporting
Controls which reports the POS user can access and run directly from the terminal (4 items). Examples include sales summaries, shift reports, and Z-readings.
Misc
Miscellaneous permissions for less common actions (4 items). These typically cover operations like cash drawer access, manager overrides, and day close procedures.
đĄ Role assignment: Once an org-level role is created, location managers can assign it to individual POS employees in the company-level back office under Users â POS Employees.
âšď¸ Org vs. company roles: If the organization's Companies can create roles and permissions setting is checked, locations can also define their own roles in addition to the org-level ones. If unchecked, only org-level roles are available.