Configuring Manager Approval Permissions within your POS Roles is a critical step for securing your terminal operations. This feature allows you to create a clear hierarchy by designating which specific actions require a manager's override for each role you've created.
Properly setting up these permissions allows you to:
- Within a specific POS Role (like "Server"), flag sensitive actions such as "Void Checks" or "Refund Payments" to require a manager's approval.
- Enable the "Can Approve" permission for your management-level POS Roles (e.g., "Manager," "Shift Lead") to empower them to authorize these restricted actions.
Manager Approval Permissions:
Permission |
Description |
|---|---|
| Void Checks | Requires manager approval to void an entire guest check. |
| Order 86'd Items | Requires manager approval to add an item to a check that has been marked as '86'd' (out of stock). |
| Create Check Discounts | Requires manager approval to apply a discount to an entire check. |
| Remove Check Discounts | Requires manager approval to remove a previously applied discount from a check. |
| Manage Fees & Gratuities | Requires manager approval to add, edit, or remove fees or an auto-gratuity on a check. |
| Void Check Items | Requires manager approval to void an individual item from a check. |
| Accept Check Payments | Requires manager approval to accept any payment type and apply it to a check. |
| Void Payments | Requires manager approval to void a payment that has already been applied to a check. |
| Update Check Pricing | Requires manager approval to manually change the price of an item on a check. |
| Reopen Checks | Requires manager approval to reopen a check that has already been closed. |
| Apply Loyalty Rewards to Checks | Requires manager approval to apply a loyalty reward or coupon to a check. |
| Order Unavailable Items | Requires manager approval to add an item that is not available on the active menu schedule. |
| Pop Assigned Cash Drawer | Requires manager approval for a user to open their own assigned cash drawer outside of a cash transaction. |
| Perform Pay In | Requires manager approval to perform a 'Pay In' (adding cash to a drawer for a non-sale reason). |
| Void Pay In | Requires manager approval to void a 'Pay In' transaction. |
| Perform Pay Out | Requires manager approval to perform a 'Pay Out' (removing cash from a drawer for a non-sale reason). |
| Void Pay Out | Requires manager approval to void a 'Pay Out' transaction. |
| Perform Tip Out | Requires manager approval to perform a 'Tip Out' at the end of a shift. |
To Configure 'Require Approval' Permissions in the Bridge:
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 configure, then click Edit
3. Click Edit in the bottom right
4. For each permission that needs a manager's sign-off, tick the checkbox in the "Requires Approval" column
5. If the permission has the settings icon next to it, advanced permissions will need to be configured for it. For instructions on configuring Advanced Permissions, click here
6. Click Save to keep your configuration
To Configure 'Can Approve Others' Permissions in the Bridge:
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 configure, then click Edit
3. Click Edit in the bottom right
4. To grant this role the authority to approve an action, tick the checkbox in the "Can Approve Others" column
5. If the permission has the settings icon next to it, advanced permissions will need to be configured for it. For instructions on configuring Advanced Permissions, click here
6. Click Save to keep your configuration
Comments
0 comments
Please sign in to leave a comment.