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    Managing Cashiers // Security Levels Explained

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

    There are five security levels in Cloud POS. These are pre-set and cannot be changed.

    In brief, these are:

    Administrator

    • Full access across the retail system

    Backoffice

    • Can access most backoffice functions
    • Can import items using SIM
    • Cannot import custom data
    • Cannot alter the department and category structure

    Supervisor Cashier

    • Can create purchase orders and transfers
    • Cannot create new or edit existing items
    • Cannot conduct stock takes, or make manual inventory adjustments

    Full Cashier

    • Can access offline inventory
    • Cannot perform stock management such as purchase orders and transfers 

    Cashier

    • Can manage customers
    • Can view and print barcode labels from the item card


    View a handy PDF of permissions levels at a glance, here:
    Cloud POS Permissions And Access.pdf


    Detailed Breakdown of Security Levels

    1. Administrator

    Access to everything in Cloud POS.


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

    Section: Create and Manage Items 

    • Departments and categories
    • Import Tools, but users can import SIM items

    Section: Setup

    • Reason Codes 
    • Cashiers & Users
    • Sales Rep Setup
    • Manage Mechanics
    • Tax Rates
    • Tender Types
    • Register & Barcode Label Printers
    • Stores
    • Configuration


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

    Section: Create and Manage Items

    • Item Card - Locked as read-only. However, users can adjust stock levels and print barcode labels
    • Departments and categories
    • Import Tools
    • Brands
    • Seasons
    • Suppliers
    • Wizards & SIM Wizards

    Section: Setup

    • Reason Codes 
    • Cashiers & Users
    • Sales Rep Setup
    • Manage Mechanics
    • Tax Rates
    • Tender Types
    • Register & Barcode Label Printers
    • Stores
    • Item Messages Setup
    • Configuration


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

    Section: Create and Manage Items

    • Item Card - Locked as read-only
    • Departments and categories
    • Import Tools
    • Brands
    • Seasons
    • Suppliers
    • Wizards & SIM Wizards
    • Cannot amend stock levels on the item card

    Section: Purchasing and Transfers

    • Purchase Orders 
    • Transfers

     Section: Stock Management

    • Stock Take
    • Goods Out
    • Goods In

    Section: Setup

    • Reason Codes 
    • Cashiers & Users
    • Sales Rep Setup
    • Manage Mechanics
    • Tax Rates
    • Tender Types
    • Register & Barcode Label Printers
    • Stores
    • Item Messages Setup
    • Configuration

    Section: Customers

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

    5. Cashier

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

     

    Last updated at October 20th, 2021

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