--- title: Configure Employee POS Permissions description: Follow these steps within the Manager Portal to understand and set up user access to specific functions on the POS terminals. --- [Skip to content](https://support.getunion.com/knowledge/configure-employee-pos-permissions#main-content) English Show submenu for translations [Still need help?](https://support.getunion.com/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://support.getunion.com/getting-started?hsLang=en) ![union app icon.png\]](https://support.getunion.com/hs-fs/hubfs/union%20app%20icon.png?height=40&name=union%20app%20icon.png) - [Default HubSpot Blog](https://9012127.hs-sites.com/blog) Open main navigation Close main navigation - [Default HubSpot Blog](https://9012127.hs-sites.com/blog) - English Show submenu for translations - [Still need help?](https://support.getunion.com/knowledge/kb-tickets/new) - [Customer portal](https://support.getunion.com/getting-started) Always ready to support you - There are no suggestions because the search field is empty. 1. [Union Support](https://support.getunion.com/knowledge?hsLang=en) 2. [POS](https://support.getunion.com/knowledge/pos?hsLang=en) 3. [Permissions](https://support.getunion.com/knowledge/pos?hsLang=en#permissions) # Configure Employee POS Permissions ## Follow these steps within the Manager Portal to understand and set up user access to specific functions on the POS terminals. **IMPORTANT** - Permissions are assigned to job roles. Individual employees cannot have permissions assigned or removed--but custom job roles can be created. - Within the Manager Portal, only an individual whose job role has the “Modify Permissions” permission can update the permissions of other job roles. - Consider reviewing our Learning Videos covering [POS Permissions, Portal Permissions, & Job Codes](https://fast.wistia.net/embed/channel/dlj04sut3h/?wchannelid=dlj04sut3h&wmediaid=ldpyt7lst9). - To update user permissions to functions that take place within the Manager Portal itself (and not the POS terminal functions), refer to [Configure Manager Portal Permissions](https://support.getunion.com/knowledge/portal-permissions-glassary?hsLang=en). 1. Log in to the Manager Portal. 2. Select the hamburger menu (three lines) on the upper-left. 3. Select "Labor". 4. On the Labor submenu, select "POS Permissions". 5. Select or unselect the checkboxes under each job role to assign or remove permissions to that job role. ***\> Note:** Review the [Reference](https://support.getunion.com/knowledge/configure-employee-pos-permissions#reference-section) section (below) for definitions of all permissions options.* 6. Select "Save". ### Reference The following lists provide detailed definition of each available permission. - #### Register Permissions - **Log in**: Allows login and access the POS system - **Clock in**: Allows clocking in for a shift - #### Tickets Permissions - **Access Tabs**: Allows view and management of the employee's assigned tabs - **Access Tables**: Allows access to tables assigned to the employee - **Access To-Go Orders**: Allows view and management of the employee's assigned to-go orders ***\> Note:** These 3 "Accessing" permissions do NOT allow the employee to add items to other employees' tabs, tables, and to-go orders.* - **Join Shared Group**: Allows login with individual PIN codes but ordering under a group with one Checkout  ***\> Note:** This is typically used by venues that use tip pooling.* - **Reopen Closed Tabs**: Allows ability to reopen a closed tab for adjustments - **View Closed Checks**: Allows view of closed checks - #### Management Permissions - **Manage End-of-Day Activities**:Allows run of End-of-Day procedures to batch out sales - **Manage All Tabs**: Allows addition of items to any tab - **Manage All Tables**: Allows addition of items to any table - **Manage All To-Go**: Allows addition of items to any to-go order ***\> Note:** These 3 "Manage All" permissions allow the employee to add items to other employees' tabs, tables, and to-go orders.* - **Add Customer Notes**: Allows notes to be added to printed receipts - **Manage and Delete Employee Checkouts**: Allows view or deletion of employee checkouts - **Manage All Employees**: Allows run of other employees' checkouts as well as the clock-out of other employees - **Manage Shift Notes**: Allows addition or deletion of shift notes on the POS terminal - **Manage Item Countdown**: Allows access to item countdown, for managing item availability and 86-ing items - **Join Checks**: Allows combination of different checks  ***\> Note:** If the check is on a table, this will combine the tables. If an employee attempts to join checks but does not have this permission, they will receive a red "Permission Required" error message*. - **Transfer Checks**: Allows transfer of a check to another employee  ***\> Note:** The receiving employee MUST accept or reject the transferred check. If an employee attempts to transfer checks but does not have this permission, they will receive a red "Permission Required" error message*. - **Transfer Items**: Allows transfer of individual item(s) to a different check - **Reprint Station Tickets**: Allows reprint of an order ticket ***Example:** Reprinting a lost kitchen ticket* - **Apply Pre-Authorization for Checks**: Allows applying authorized credit card amount to mobile tab if venue is using 'fortis' as a card not present processor - Approve Adjustments Permissions - **Approve Discounts**: Allows application of discount adjustments to item(s) without manager approval - **Approve Voids**: Allows void of item(s) without manager approval - **Approve Comps**: Allows comp of item(s) without manager approval - **Approve Tax-Exempt**: Allows application of tax-exempt status to a check without manager approval - **Approve Spills**: Allows spill adjustments to item(s) without manager approval - **Approve Gratuities**: Allows application of gratuities to a check without manager approval - **Approve Service Charges**: Allows application of service charge adjustments to a check without manager approval - **Approve Pricing Events**: Allows application of Pricing Event prices to item(s) outside of set Pricing Event times - #### Tender Permissions - **Take Cash Payments**: Allows employee to take cash payments for check payment ***\> Note:** If this is turned off, the tender types "Cash" and "Fash Cash" do not display on the Payment screen.* - **Take Cards by Swipe, Dip and Tap**: Allows employee to take Dip, Tap, and Swipe card payments for check payment ***\> Note:** If this is turned off, the tender types "Swipe", "Dip", "Fash Card", and "Pay at the Table" do not display on the Payment screen.* - **Take Cards by Manual Card Entry**: Allows employee to manually enter a credit card number for check payment ***\> Note:** If this is turned off, the tender type "Enter Card" does not display on the Payment screen.* - **Take Gift Card Payments**: Allows employee to apply a gift card balance toward check payment ***\> Note:** If this is turned off, the tender type "Gift Card" does not display on the Payment screen.* - **Take House Account Payments**: Allows employee to pay out a check with a House Account  ***\> Note:** If this is turned off, the tender type "House Accounts" does not display on the Payment screen.* - **Manage House Accounts**: Allows employee to both create a House Account and take a deposit for it  ***\> Note:** If this is turned off, the menu option "Manage House Accounts" will not display in the side menu of the Union POS* - **Activate Gift Cards**: Allows employee to add a Gift Card to a check ***\> Note:** If this is turned off, the employee will receive a red "Permission Required" error message when attempting the action.* - #### Reports Permissions - **View All Employee Sales Records**:  Allows view of all employees' individual Sales Summaries and a Total Sales Summary report for the venue ***Example****:*** ![Screen Shot 2024-01-20 at 9.32.53 AM](https://support.getunion.com/hs-fs/hubfs/Screen%20Shot%202024-01-20%20at%209.32.53%20AM.png?width=688&height=500&name=Screen%20Shot%202024-01-20%20at%209.32.53%20AM.png) - **View Employee Sales Report**:  Allows view of the employee's own Sales Summary only (and not the venue summary report) ***Example****:*** ![Screen Shot 2024-01-20 at 9.32.34 AM](https://support.getunion.com/hs-fs/hubfs/Screen%20Shot%202024-01-20%20at%209.32.34%20AM.png?width=688&height=514&name=Screen%20Shot%202024-01-20%20at%209.32.34%20AM.png) - **View Flash Sales Report**:  Allows view of the flash sales report, which displays net sales by hour and who is currently clocked in ***Example****:*** ![Screen Shot 2024-01-20 at 9.33.03 AM](https://support.getunion.com/hs-fs/hubfs/Screen%20Shot%202024-01-20%20at%209.33.03%20AM.png?width=688&height=503&name=Screen%20Shot%202024-01-20%20at%209.33.03%20AM.png) - #### Cash and Cash Drawer Permissions - **Open Cash Drawer Off Sale**: Allows ability to open the cash drawer without making a cash sale on a check - **View Cash Sales**: Allows display of Cash Sales and Venue Keeps data on the employee's Checkout screen ***\> Note:** If this is turned off, both Cash Sales and Venue Keeps data will not display for the employee on Checkout nor in the POS Sales Reporting* - 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