Below is the Permission Matrix for Roles:
Action | Administrator | Back office operator | Manager | Sales Person |
POS | ||||
Activate/deactivate register | Yes | - | No | No |
Run sales, refunds & manual refunds | Yes | - | Yes | Yes |
Open/close register | Yes | - | Yes | No |
Pay ins/ pay outs | Yes | - | Yes | No |
POS reports | Yes | - | Yes | No |
Customer management | Yes | - | Yes | Yes |
Manage settings | Yes | - | Yes | Yes |
Sync data | Yes | - | Yes | Yes |
Add tips | Yes | - | Yes | Yes |
Add tips for orders done by another employee | Yes | - | Yes | No |
Close orders | Yes | - | Yes | No |
Edit price and discounts | Yes | - | Yes | Only if setting enabled for employee in Back Office. Otherwise, will have to enter manager's PIN |
Back Office | ||||
View dashboard | Yes | Yes | Yes | - |
Inventory management | Yes | Yes | Yes | - |
View orders | Yes | Yes | Yes | - |
Reporting | Yes | Yes | Yes | - |
Import customers | Yes | Yes | Yes | - |
Manage vendors | Yes | Yes | Yes | - |
Manage settings | Yes | Yes | Yes | - |
Manage payment processor settings | Yes | No | No | - |
Manage localization settings | Yes | No | No | - |
Create employee | Yes | Yes | Yes | - |
Assign roles to employees | Yes | No | No | - |
Manage employee login/password | Yes | No | No | - |