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Manage Cashier Roles and Permissions

28
Sep

To create Cashiers please visit our Create Cashiers manual page.

Cashier Roles 

To manage cashier permissions you can set up cashier roles.  The cashier roles are under Employees > Cashier Roles.

Here you can create and modify cashier roles which determine a cashier’s permission.

If you create or edit a cashier role you will see two boxes on the right side.

Cashier Permissions

The left box shows permissions that are available but the cashiers in this role do not have.  On the right side are the permissions that this cashier role has.

You can grant or take away permissions by dragging permissions from one side to the other or you can use the arrow icons in between the two permission boxes.  The single arrow will move the items selected and the double arrow will move all items.

Permission Details:

Blank Receipt
This permission allows cashiers to finalize a receipt that does not have any items on it. This is commonly used to access the cash drawer.

Cancel Items
This permission allows the cashier to void/remove line items.

Void Receipt
Cashiers with this permission can void receipts that have been finalized.

Cancel Receipt
The cashier is able to cancel a receipt which has not yet been finalized.

Foreign Receipt
With this permission cashiers can access open receipts that are assigned to other cashiers.

Master Data
This allows the cashier to trigger “retrieve master data” which triggers a cloud synchronization.

Price
With this permission cashiers can override item prices even if the product does not allow price changes.

External Point of Sale System
This permission is used by programs that access the Point of Sale system externally, such as a website plugin.

Reports
With this permission cashier are able to pull POS reports.

Return
This will allow the cashier to process item returns.

Revision
This permission allows cashiers to grant their own permission to other cashiers.  This is commonly used for managers that allow the cashier to perform a certain action that the cashier is normally not allowed to perform.

Cancel Last Receipt Item
Without this permission cashiers are not allowed to remove the last item from the receipt.  This prevents the cashier from removing all line items to get to a blank receipt.

Cloud Reports
This permission allows cashiers to run cloud reports at the point of sale.

Open Cash Drawer
This permission allows the cashier to pop the cash drawer using a button that has the “Open Cash Drawer” function assigned to it. It is useful to note, that this does not affect whether the drawer will pop upon a cash sale or not.

MDE-Admin
This is a special permission for devices that connect to the point of sale system externally, such as inventory or ticket scanners.