User roles and users #

POS Admin • Screenshots show example records. Select any screenshot to enlarge it.

User Roles: review login permissions, shift actions, order editing, and discount permissions before assigning a role. View full-size screenshot

Set up a role #

Open: Easy → Users → User Roles

1. Select the role you want to review, or use Add/New to create a role.
2. Set the role’s Name.
3. Review the permissions and order-editing scope.
4. Select Save.

The role form includes Login to POS Admin, Login To POS, Open Shift, Close Shift, Adjust Shift, Petty Cash, Open Drawer, Clock In/Out, and Dashboard.

Editing Orders offers Own orders Only or All orders. Other controls include Store Admin, Delete & Void, Change Price, and Applying Discount. Assign permissions according to the staff member’s responsibilities.

Assign a user #

Open: Easy → Users → Users

1. Select the user, or use Add/New.
2. Choose the user’s Roles and review Name and Email(Login Name).
3. Review the appropriate sign-in settings: POS Admin password and POS PIN Code are separate fields. Staff Booking also has its own password field.
4. Under Has Access To, choose All Locations or Single Location and review the location selection.
5. Review other relevant fields, including Email CC, Hourly Salary, Overtime Salary, and Booking Color.
6. Select Save.

Use individual staff accounts where appropriate. Keep passwords and PINs private. A user’s role determines which actions they are allowed to perform.

View the complete POS Admin manual