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    Managing Cashiers // Security Levels Explained

    Security levels - Who can access what in Citrus-Lime Cloud POS

    Brief Note on Creating or Editing Cashiers

    Only users with Administrator level are able to access the Users page to create or make changes to any cashiers. Please contact your system administrator if you are unable to access the Users page.

     

    There are five security levels in Back Office. These are pre-set and cannot be changed.

    In brief, these are:

    Administrator

    • Full access across the retail system

    Backoffice

    • Can access most Back Office functions
    • Can import items using SIM
    • Can alter the department and category structure
    • Can import custom data
    • Cannot edit user access
    • Cannot edit printers or store/register setup

    Supervisor Cashier

    • Can create purchase orders and transfers
    • Cannot create new or edit existing items
    • Cannot make manual inventory adjustments
    • Cannot create reason codes
    • Cannot create or alter mechanics

    Full Cashier

    • Can access offline inventory

    Cashier

    • Can manage customers


    View a handy PDF of permissions levels at a glance, here:
    Back Office 2.0 - Cashier Permissions & Access


    Detailed Breakdown of Security Levels

    1. Administrator

    Access to everything in Back Office.

    Each Cloud POS group must have at least one active cashier set as an Administrator.  You will be prevented from deactivating a cashier if they are the only currently active Administrator in your Cloud POS group.
     

    2. Backoffice - The following lists areas which cannot be accessed:

    Section: Customers

    • Account Types

    Section: Workshop

    • Workshop Services

    Section: Users

    • Users
    • Commission Bands
    • Sales Reps

    Section: Setup

    • Configuration
    • Stores
    • Registers
    • Label Printers
    • Tax Rates
    • Tender Types


       

    3. Supervisor Cashier - The following lists areas which cannot be accessed:

    Section: Items

    • Brands
    • Departments & Categories
    • Seasons
    • Suppliers
    • Matrix Templates

    Section: Customers

    • Account Types

    Section: SIM

    • SIM Bulk Import

    Section: Workshop

    • Workshop Configuration
    • Mechanics
    • Workshop Services

    Section: Wizards & Imports

    • Wizards
    • Import Tools

    Section: Users

    • Users
    • Commission Bands
    • Sales Reps

    Section: Setup

    • Configuration
    • Stores
    • Registers
    • Label Printers
    • Item Messages
    • Task Pad
    • Item Modifier Templates
    • Reason Codes
    • Tax Rates
    • Tender Types

     

    4. Full Cashier - The following lists areas which cannot be accessed:

    Section: Items

    • Item Cards - locked as read-only. However, full cashiers can print barcode labels
    • Brands
    • Departments & Categories
    • Seasons
    • Suppliers
    • Matrix Templates
    • Wizards & SIM Wizards
    •  
    • SIM Import Items
    • Cannot amend stock levels on the item card

    Section: Customers

    • Cannot edit credit limits
    • Cannot change account types
    • Cannot make adjustments to account balance

    Section: SIM

    • SIM Bulk Import
    • SIM Basket

    Section: Workshop

    • Workshop Configuration
    • Mechanics
    • Workshop Services

    Section: Wizards & Imports

    • Wizards
    • Import Tools

    Section: Users

    • Users
    • Commission Bands
    • Sales Reps

    Section: Setup

    • Configuration
    • Stores
    • Registers
    • Label Printers
    • Item Messages
    • Task Pad
    • Item Modifier Templates
    • Reason Codes 
    • Tax Rates
    • Tender Types

     

    5. Cashier

    • Read-only access to the item card
    • Cannot print barcode labels from the item card
    • No other Back Office access
    • Cannot edit credit limits
    • Cannot change customer account types
    • Cannot make adjustments to account balances

     

    Point Of Sale

    The security level set in Back Office does not affect the cashier's ability to perform tasks in the Point of Sale. All functions, such as discounting, refunding and taking a deposit, are available to all cashier levels. The only difference in Point of Sale for the different cashier levels is that neither the Full Cashier and Cashier will have access to the Point of Sale sales dashboard. 

     

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