POS Roles in your organization define the level of interaction employees have with their terminals, setting permissions for access to various POS features.

Some of these permissions can have further refined controls through advanced settings, allowing you to specify which payment types an employee in a given role can access.

• Perform Pay In: This permission might be limited to specific payment types in the advanced settings. For instance, a role could be configured to allow Pay Ins only through cash but not credit cards.
• Void Pay In/Out: Employees with this permission could be restricted in the advanced settings to voiding transactions only of certain payment types, adding an extra layer of control and security.
• Perform Tip Out: Advanced settings could determine which payment types can be used for tip-outs, ensuring that the process aligns with internal accounting practices.
• Accept Check Payment: This permission allows processing payment for guest checks. Advanced settings can specify transaction types each role can handle, like restricting certain employees to only accept cash or card payments.

These advanced settings ensure that employees operate within their designated roles and responsibilities, enhancing the security and efficiency of payment processes within your POS system.

To Configure Advanced Settings within Permissions:

1. Navigate to the Users & Roles Menu in the Bridge and select POS Roles

2. Click the next to the Role you wish to edit and then click Edit to bring up the permissions list for that POS Role and edit it at the Organizational Level

3. To Edit the Advanced Settings in Permissions within the POS Role at the Organization level, click in the bottom right

4. Click the gear icon to bring up the advanced settings screen

5. Tick the appropriate boxes to enable the Permission Selections, or choose "Select All" to enable all of them

6. Click to exit out to the POS Role editing screen

7. Once the desired edits have been made, click to save your changes

For Group or Location Overrides, follow the instructions below:

• How to Create a Group Policy for POS Roles
• How to Create a Location Policy for POS Roles