Within Salido, the functionality available to an employee is governed by their assigned POS Role. Each POS Role is tailored to the responsibilities and needs of specific job positions in a restaurant.

These permissions are granted when creating POS Roles in the Bridge. For instructions on creating POS Roles, click here. 

Below is the list of all possible Permissions:

Here are five common job positions in a restaurant and the permissions that might be typically assigned to each:

1. General Manager

• Permissions:
• Access to all cash bank actions (view, open, close, adjust, reopen, deposit, withdraw)
• Full check management capabilities (view, create, update, void, discounts, gratuity, merge, reopen, etc.)
• Complete control over cash drawers
• End of Day (EOD) operations
• Complete guest management
• Full access to order management, including unavailable items
• Full payment processing (accept, refund, pay in/out, tip out)
• Ability to update online ordering status
• Access to all settings

2. Assistant Manager

• Permissions:
• View and close cash banks
• Create, update, and void checks
• Manage check discounts and gratuity
• Accept check payments and process refunds
• Split and transfer checks
• Perform Pay In and Pay Out operations
• Manage order alerts
• View settings

3. Head Server/Shift Leader

• Permissions:
• View cash banks
• Create, update, and void checks
• Apply check discounts and gratuity
• Split and transfer checks
• Assign and unassign cash drawer to self
• Perform Pay In and Pay Out operations
• Manage order alerts related to service

4. Server

• Permissions:
• Create and update checks
• Add gratuity to checks
• Split checks
• Assign cash drawer to self
• Pop assigned cash drawer
• Create guests

5. Bartender

• Permissions:
• Create and update checks for bar orders
• Void check items (for incorrect drink orders)
• Merge checks (to combine orders at the bar)
• Add gratuity to checks
• Pop assigned cash drawer (to make change for bar customers)

Use Cases for Location-Specific Permissions:

• A General Manager or Assistant Manager might require location-specific permissions if they oversee multiple outlets but need to perform certain operations only at their primary location.
• A Server might be restricted to only popping their assigned cash drawer and not any cash drawer to maintain accountability and security.
• Shift Leaders in locations with high volumes might have additional permissions for Pay In/Pay Out operations during a shift.

For instructions on setting up location-specific permissions, click here.

Granting precise permissions aligns with an organization’s security protocols and ensures that employees have the tools they need to perform their duties efficiently while maintaining system integrity.