POS Roles are a crucial part of your organization's daily operations and govern how your employees are able to interact with their terminals. POS Roles are a defined set of permissions governing access to various features of the POS. POS Roles are assigned to the various Job Positions defined by your organization.
The ability to assign these roles should be tightly controlled to prevent unauthorized access.
For recommendations on creating POS Roles for specific Job Positions, click here.
To Create a POS Role:
1. Navigate to the Users & Roles Menu in the Bridge, select POS Roles
2. Click
3. Fill in the required Name field and give your New POS Role a Description if desired
4. Grant permissions for the New POS Role by ticking the appropriate box next to the permission
- Some permissions can be granted to positions that Require Approval. These permissions require managerial approval from another POS Role. To enable the position to Require Approval to use the permission, tick the box next to that permission.
- To give the ability for a managerial position to grant permissions in the POS, tick the box for Can Approve Others for the individual permission.
- When the Can Approve Others box is ticked, that position can approve other positions for the individual permission.
5. Click in the bottom right to save your New POS Role and back out to the list of POS Roles
Location and employee-specific rules and exceptions can be created individually later under the Personnel Menu.
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