Brief Note on Creating or Editing Cashiers
Only users with Administrator level are able to access the Cashiers page to create or make changes to any cashiers. Please contact your system administrator if you are unable to access the Cashiers & 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 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 make manual inventory adjustments
Full Cashier
- Can access offline inventory
Cashier
- Can manage customers
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 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: Create and Manage Items
- Departments and categories
- Import Tools, but users can import SIM items
Section: Setup
- Reason Codes
- Cashiers & Users
- Sales Rep Setup
- Commission Value Price Bands
- 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 print barcode labels
- Departments & Categories
- Brands
- Seasons
- Suppliers
- Wizards & SIM Wizards
- Import Tools
- Cannot amend stock levels on the item card
Section: Setup
- Reason Codes
- Cashiers & Users
- Sales Rep Setup
- Commission Value Price Bands
- Manage Mechanics
- Tax Rates
- Tender Types
- Register & Barcode Label Printers
- Stores
- Task Pad Setup
- Modifier Template Setup
- 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. However, users can print barcode labels
- Departments and categories
- Brands
- Seasons
- Suppliers
- Wizards & SIM Wizards
- Import Tools
- SIM Import Items
- Cannot amend stock levels on the item card
Section: Setup
- Reason Codes
- Cashiers & Users
- Sales Rep Setup
- Commission Value Price Bands
- Manage Mechanics
- Tax Rates
- Tender Types
- Register & Barcode Label Printers
- Stores
- Task Pad Setup
- Modifier Template Setup
- 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
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.
