The following spreadsheet shows each role and what they have access to. This helps you determine the appropriate role to assign to each employee so that they have enough access so they can perform their job well but not have access to information and settings that are not applicable to their position.
FUNCTION | Cashier | Store Manager | Financial | System admin | Accounting | Assistant store manager | Client | HR Manager | SuperVisor | Temp | Venue GM | Warehouse GM | Zone Manage | Vendor |
Merchandise Receive | Need Supervisor credentials | YES | YES | NA | Need Supervisor credentials | Need Supervisor credentials | Need Supervisor credentials | Need Supervisor credentials | Need Supervisor credentials | Need Supervisor credentials | yes | yes | yes | Need Supervisor credentials |
Merchandise Transfer | Need Supervisor credentials | YES | YES | NA | Need Supervisor credentials | Need Supervisor credentials | Need Supervisor credentials | Need Supervisor credentials | Need Supervisor credentials | Need Supervisor credentials | yes | yes | yes | Need Supervisor credentials |
Inventory adjustment | Need Supervisor credentials | YES | YES | NA | Need Supervisor credentials | Need Supervisor credentials | Need Supervisor credentials | Need Supervisor credentials | Need Supervisor credentials | Need Supervisor credentials | yes | yes | yes | Need Supervisor credentials |
yes | yes | yes | ||||||||||||
General Settings - Configurations | ||||||||||||||
Tip Settings | Need Supervisor credentials | YES | YES | NA | Need Supervisor credentials | Need Supervisor credentials | Need Supervisor credentials | Need Supervisor credentials | Need Supervisor credentials | Need Supervisor credentials | yes | yes | yes | NA |
User Settings(Accept decimal Quantity, Append a Leading Zero, Display Style, Customer Facing mode, Sync interval) | YES | YES | yes | NA | yes | yes | yes | yes | yes | yes | yes | yes | yes | NA |
General Configuration(Accept Negitive QOH, Enable Signature Capture, Allow Verify Refund, Store And Forward, Purge Data Quota) | Need Supervisor credentials | YES | YES | NA | Need Supervisor credentials | Need Supervisor credentials | Need Supervisor credentials | Need Supervisor credentials | Need Supervisor credentials | Need Supervisor credentials | yes | yes | yes | NA |
Download register | Access Denied | YES | Access Denied | YES | Access Denied | Access Denied | Access Denied | Access Denied | Access Denied | Access Denied | YES | Access Denied | Access Denied | Access Denied |
Log in | YES | YES | YES | NO | yes | yes | yes | yes | yes | yes | yes | yes | yes | yes |
Sales Transactions | YES | YES | YES | NO | yes | yes | yes | yes | yes | yes | yes | yes | yes | yes |