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.

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 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:

    

  • View Employee Sales Report: 

    Allows view of the employee's own Sales Summary only (and not the venue summary report)

    Example:

    

  • View Flash Sales Report: 

    Allows view of the flash sales report, which displays net sales by hour and who is currently clocked in

    Example:

    

• 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 

  • Enter Bank: Allows addition of a Starting Bank amount for the cash drawer