How to Create a Location Policy for POS Roles

Creating POS Roles for specific locations provides key advantages:

Allows customized access and control over specific POS tasks and functionalities based on Organizational Policy.
Ensures employees at each location have permissions tailored to their roles and responsibilities.

1. After creating at least one POS Role, navigate to POS Roles under the Users & Roles section of the Bridge

2. Click the next to the Role you wish to create a Location Policy for and select Edit

3. Click the "Location Overrides" tab and then click on the "Add Location Policy" button

4. Choose the Location from the drop-down menu to apply the Location Policy

5. Grant the approved permissions for the Location Policy by ticking the appropriate boxes

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.

6. Click to save your new Location Policy

Related to

Search