After establishing a POS Role, you can tailor it to your requirements at both Group and Location levels by generating and modifying Group Overrides and Location Overrides.
To Edit a POS Role:
`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 select Edit to bring up the permissions for that role
3. To edit the POS Role on an Organizational level, click in the bottom right and change the Name or Description if desired
4. Grant or Remove permissions for the 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.
4. Click in the bottom right to save the edits to the POS Role and back out to the list of POS Roles
To Edit a Group Override for a POS Role:
1. Repeat steps 1 and 2 from Editing a POS Role above
2. Select the Group Overrides tab
3. Find the Group Policy you wish to edit, and click on "View Policy" to bring up the editor
4. Select in the bottom right to add or remove the permissions for this Group Policy. Then click Save
5. To Delete the Group Policy, repeat steps 1 through 3 and click
To Edit a Location Override for a POS Role:
1. Repeat steps 1 and 2 from Editing a POS Role above
2. Select the Location Overrides tab
3. Find the Location Policy you wish to edit, and click on "View Policy" to bring up the editor
4. Select in the bottom right to add or remove the permissions for this Location Policy. Then click Save
5. To Delete the Location Policy, repeat steps 1 through 3 and click
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