Security Screen Settings
The Security set up screen allows you to control who has access to various functions. You have six different security configurations; each employee is then assigned to one of these six security workgroups.
POS Functions
- Security Groups:
The system provides for six different security workgroups. You can name them whatever you wish to correspond with your operation.
- Force Password Change After --- Days:
Enter the # of days after which you wish to force employee to change their logon ID. Leave this blank if you do not want log in to expire for this workgroup. If you are using employee swipe cards, you probably do not want to enter a value in this field. Employee will be prompted at log on to change their logon id.
- Max Discount %: Specify the maximum discount % the employee is authorized to give. This overrides any default discount amounts that are set up for your special offer. If a discount is set up for 100% off, but the employee is only authorized for 50% off, they can not apply that discount without an authorizing password. Note: This applies to discounts and comps accessed via the Discount button, not coupons applied via a menu button.
- Use Discount Button:
Authorize
this employee to use the "discount" button to access the
drop down of discounts and comps,
- Recall
open ticket not assigned to you: Authorize
this employee to recall an open ticket which is not assigned to them.
- Transfer
open ticket not assigned to you: Authorize
this employee to transfer an open ticket not assigned to them from one
employee to another.
- Access
server banking for someone else: Authorize
this employee to access the server banking functions for another
employee.
- Ability
to change table number:
Authorize
this employee to change the table number on an open ticket.
- Recall
closed ticket: Authorize
this employee to recall a closed ticket.
- Void
made items on open ticket: Authorize
this employee to void items on an open ticket.
- Void
items from closed ticket: Authorize
this employee to void items from a closed ticket.
- Void
entire ticket: Authorize
this employee to void an entire ticket (open or closed)
- Refund closed ticket from prior day: Authorize this employee to issue a void with a refund on a ticket from a prior day (which can change sales totals from that day).
- Require reason on voids: Require employee to type in a reason when the void occurs. This reason will be included on the void report. Optional: Use the "Reasons" button to enter pre-set reasons that the employee can choose from.
- Open
cash drawer (no sale): Authorize
this employee to open the cash drawer using the Open Drawer
button on the options screen.
- Non
Tax Sale: Authorize
this employee to designate items or the entire order as Non-Tax using
the Non Tax Sale button on the options screen.
- Toggle
print setting: Authorize
this employee to activate an alternate printer setting.
- Create
paid-in /out: Authorize
this employee to create a paid-in or paid-out via the paid-in/out button on the
Options screen.
- Override Register Assignments: Authorize this employee to authorize a transaction on
a register which is assigned to someone else.
- Reprint
credit card slip:
Authorize this
employee to reprint a credit card authorization receipt.
- Access
orders screen:
Authorize this employee to access the
orders screen to view pending and past tickets.
- Combine
Ticket:
Authorize this employee to combine
tickets.
- Manage
Customer Account:
Authorize this employee to
create accounts, associate customers with accounts, and make manual
adjustments to a customer's account balance. Does not affect
ability to charge transactions or record payments on the account.
- Adjust
Customer Points:
Authorize this employee to make manual
adjustments to customer point balances.
- Redeem
points without card:
Authorize this employee to apply
customer points to a ticket without physically swiping the customer
loyalty card.
- Credit
Offer to Customer:
Authorize this employee to credit a
customer with a special offer to use at a future date (through the
Manage Customer - Apply Offer screen).
- Adjust
gift card amount:
Authorize
this employee to make manual adjustments to certain electronic gift
card balances (if gift card program allows this function). Does
not affect ability to redeem or sell gift cards.
- Defer
a saved order:
Authorize
this employee to defer an open order.
- Requisition
items for production:
Authorize
this employee to use the "Production" function in the
options screen to set prices to zero and send order to kitchen.
- Waste
menu items:
Authorize this employee to use the Waste
function on the Options screen to set prices to zero, while creating
an inventory deduction.
- Reopen
closed ticket:
Authorize
this employee to reopen a closed ticket (from this business day only)
to change the tender type.
- Reprint
kitchen ticket:
Authorize
this employee to reprint a kitchen ticket.
- Bypass
Order Requirements:
Authorize
this employee to bypass order requirements for minimum items per order
/ per person.
Delivery Functions
- Modify
dispatched ticket: Authorize
this employee to modify a delivery ticket which has already been
dispatched, including adding coupons or discounts
- Change
driver float amount: Authorize
this employee to override the default driver float (bank) amount
- Access
driver banking for someone else: Authorize
this employee to access driver banking functions for someone other
than themselves.
- Unassign
a delivery: Authorize this employee to unassign a
delivery (prior or after return)
- Assign a delivery to someone else: Authorize this employee to assign a
delivery to someone other than themselves. Note, if this is
unchecked for any workgroup, all employees will be required to log on
before assigning deliveries.
- Allow
Driver Drop: Authorize
this employee to perform a driver drop
- Override
Delivery Restrictions: Authorize this employee to override
restrictions on delivery due to "Invalid area", "Below
the minimum $ amount" and "Invalid Delivery Time".
- Alter Promise Time: Authorize this employee to alter the default promise time for all orders from the dispatch screen.
- Edit Calculated Mileage: Authorize this employee to edit the calculated mileage for a delivery.
Manager's Functions
- Exit
the POS: Authorize
this employee to exit the POS system
- Generate
instant message: Authorize
this employee to generate a new instant message
- Access
Manager's home page: Authorize
this employee to access the Manger's Home Page.
- Add
/ Edit employee record: Authorize
this employee to add or edit any employee record
- View Wage Data: Authorize this employee to view other employee wage information. If not authorized, this will restrict access to the following:
- Payroll
report
- Labor
Sales report
- Employee
Schedules function
- Employee
Schedule Report
- On
the Clock Report
- Wage information on existing employee records
- View Social Security: # Authorize this employee to view the social security # on employee records and payroll report.
- View
Employee Passwords:
Authorize this employee to view other
employee passwords. If not authorized, passwords will appear as
*** in the employee record and on the Active Employee Report. If
authorized, the employee will be able to see passwords for any
employee who has the same or lower security rights.
- Make
Inventory Adjustments:
Authorize this employee to access the
"Adjust" feature of Inventory
- Inventory Price Changes:
Authorizes this employee to make price
changes when entering a purchase order or invoice.
- Change Physical Inventory Posting:
Authorize this employee to Edit a
previously posted physical inventory adjustment
- Override
Schedule Restrictions:
Authorize this employee to override the
restriction on employees clocking on who are not scheduled to work.
- Register Drop: Authorize this employee to use the
Register Drop function on the options screen.
- Close
Register: Authorize this employee to close the
register from the POS Options screen
Update
software: Authorize
this employee to access the "Automatic Update" Alert which
will run software updates when available.
- Bypass
Age Verification: Authorize this employee to bypass any
required item age verification
- Approve time off requests: Authorize this employee to approve employee time off requests
- Run
Reports:
Authorize
this employee to run specified reports - click on the
"Reports" button to control individual reports.
- Edit
Job Type:
Authorize this employee to edit the job
type names
- Edit Bank Deposit:
Authorize this employee to edit a prior
bank deposit.
- Sign In to Social Media: Authorize this employee to sign in to the social media widget on the Manager Home page. (Removed as of version 7.7.0)
- Process Credit Cards w/o a ticket: Authorize this employee to process credit cards from the batch screen, if this feature is activated in Configuration > Credit
- Override EOD Deposit with incomplete EOD process: Authorize this employee to post a deposit even if End of Day procedures are not complete, such as register reconcile, driver and server close.
- Full
access to all configuration options: Authorize
this employee to have access to ALL configuration functions
- Menu
items and coupons:
Authorize this employee to have access
to the following configuration functions: Items, Menus, Special Offers,
Messages
- Edit
Corporate Item: Authorize this employee to edit items
which are marked as "corporate" and thus centrally managed. Click on "Configure" to choose which components of items can be edited.
- Manage
station hardware: Authorize
this employee to have access to the Station Device configuration
function
- Training Mode:
Authorize this employee to enter/exit
training mode
- Remote Station
Authorization:
Authorize this
employee to access the system remotely from an unrecognized IP
address. Optionally, you can create an additional Password to
be entered at this time.
- Access credit card config screen:
Access to the credit card
configuration screen.
- Access to PSO Assignable Approved Sites: Authorize this employee to access external websites configured in your "Approved Sites" link on the main POS screen. Contact support for assistance in configuring these sites.