User roles
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User roles

Understanding user roles

User roles are essential to maintaining the security of your terminal. They determine which users are allowed to perform which tasks. The application features 3 default user roles:

User role Permitted to perform these tasks Usually assigned to this type of user
Admin
  • Process all transactions 
  • Access all settings and reports 
  • Create and edit users and user roles 

Note:  This role cannot be changed.

 Administrator
High
  • Process all transactions, including refunding and voiding the transactions of other users 
  • Access some settings and reports
 Manager
Low
  • Process purchases, but can only refund and void their own transactions 
  • Access their own transactions in Reports
 Clerk, cashier, or server

You can rename the High and Low user roles and change their permissions.

User roles - manage existing user roles and create new user roles

If the High and Low user roles are not enough, you can also create new user roles 
to match the roles in your business.

  1. Tap the Main menu  icon, then tap Settings, then tap User management.

The "Users" screen appears.

  1. At the bottom of the screen, tap User roles.

Each existing user role appears in a compact format, showing the first two fields.

  1. Choose a task: 
  • View and edit a user role: Tap a user role then go to step 4. 
  • Search for a user role: Tap the Search field then go to step 5.
  • Create a new user role: Tap + next to the Search field then go to step 6.

 
  1. View and edit a user role. View the details of the user role you selected, and change them if needed.

If your own user role is Admin, you can perform these actions:

  • Tap a field to edit it.
  • For transactions, reports, and settings, tap the adjacent toggle to enable or disable which ones this user role is allowed to access. Tap Save when finished.
  • Delete the user role.

Note: You cannot delete a user role if that role is currently assigned to any users.

 
  1. Search for a user role.  Use the on-screen keyboard to enter a specific value in the Search field, such the name of the user role (for example, High) or a word that might appear in the description of the user role (for example, manager).
  • The application displays all user roles that match your search terms.
  • Tap on a user role to display full details.

 
  1. Create a new user role. On the “+ Add role” screen, fill in each field and review each setting.
    1. Tap the User role field and enter a name (for example, Middle). 
    2. Tap the Description field and enter a short description (for example, Supervisors) to indicate who this role might be assigned to. This field is  optional. 
    3. Transactions, Reports, and Settings. Tap the toggle beside each item to enable or disable it.
    4. Tap Save to save the new user role.