To allow individual users of Cloud POS access to other products such as Cloud Reports, you can set up permissions from the Cashiers page in Cloud POS backoffice.
We've included some tables further down this article, which detail which reports are viewable by each access level.
To set up cashiers with access levels
1) From the main menu in Cloud POS backoffice, go to Setup and then Cashiers & Users;
2) Next, click on the Product Access tab:
NOTE: To be able to delegate access to a cashier, you will need to have already created the cashier in Cloud POS. If you are unsure how to do this, please see the Related Articles for guidance.
3) If the cashier to whom you wish to provide access does not already appear in the list, and you have confirmed the cashier has been set up on the Cashiers tab, click on New and you'll see the following grid appear:
4) Select the Cashier you wish to set up with access, from the dropdown menu;
5) In the Product Name field, select Cloud Reports from the dropdown menu;
6) Select the required Access Level from the dropdown menu. There are three access levels: No Access, Cashier, and Administrator.
NOTE: You only need to set the Access Level to No Access if you are editing an existing cashier and want to remove their access. By default, cashiers will not have access to any external applications.
7) Click Update to save your changes.
What do the different access levels mean?
The tables below show which reports can be viewed by each access level:
RETAIL REPORTS
Dashboard Reports
Report | Access Level |
The Weeks Cover Report |
Administrator |
Profit Summary By Channel by Store |
Administrator |
My Stores |
Administrator |
My Empire |
Administrator |
Year vs Year Growth Report |
Administrator |
Progress Report Three Years |
Administrator |
Progress Report Five Years |
Administrator |
Day 2 Day Financials
Report | Access Level |
Breakeven Analysis |
Administrator |
Margin Detail Report |
Administrator |
Top Items | Administrator |
Items Selling Well Running Out or Out of Inventory |
Administrator |
Item Sales - Super Channel Detail |
Administrator |
Stock Value Report High Level |
Administrator |
Stock Value Report Detailed |
Administrator |
Sales Within Departments Report |
Administrator |
Sales By Style Report |
Administrator |
Ranging and Planning
Report | Access Level |
Seasonal Buying Planner - Pro User Only |
Administrator |
Find Aged Stock - Pro User Only |
Administrator |
Margin by Brand and Department - Pro User Only |
Administrator |
Stock Turn Optimizer - Pro User Only |
Administrator |
Workshop Labour Profits |
Administrator |
Ecommerce including ebay & Amazon
Report | Access Level |
Citrus-Store Orders |
Administrator |
CUSTOMER & STAFF PERFORMANCE REPORTS
Customer Reports
Report | Access Level |
Top Customers |
Cashier |
Who Bought What? | Cashier |
Repeat Customers |
Cashier |
Staff Reports
Report | Access Level |
Average Transaction Value and Items per Transaction |
Administrator |
Best Cashiers |
Administrator |
Discount by cashier |
Administrator |
e-receipts Collection Performance |
Administrator |
Customer Rewards
Report | Access Level |
Dashboard |
Cashier |
A.T.V. Rewards vs Others |
Cashier |
Rewards Redemption |
Cashier |
Rewards Bonus Points by Backoffice User |
Cashier |
CLOUD POS REPORTS
Cloud POS - Inventory Reports
Report | Access Level |
Item Price List |
Cashier |
Item Price List - Store Level |
Cashier |
Negative Stock / Negative Margin Report |
Cashier |
Barcode/Alias List |
Cashier |
Items Without Barcodes/Aliases |
Cashier |
Serial Numbers List |
Cashier |
Item Movement Report |
Cashier |
Stock in Transit Between Stores |
Cashier |
Stock in Transit Detailed Report |
Cashier |
Purchase Order Lines Report - Open Orders |
Cashier |
Purchase Order Lines Report - All Orders |
Cashier |
Transfer Out Store Level Report |
Cashier |
Offline Inventory Report |
Cashier |
Cloud POS - Financial Reports
Report | Access Level |
Tender Report |
Cashier |
Tax Breakdown Report |
Cashier |
Outstanding Deposits Report |
Cashier |
Drop/Payout Report |
Administrator |
Outstanding Gift Vouchers Report |
Administrator |
All Gift Vouchers Report |
Administrator |
Deposits Moved Between Stores Report |
Cashier |
Cloud POS - Sales Reports
Report | Access Level |
Sales by Country Report |
Administrator |
Sales by Rep Report |
Cashier |
Workshop Mechanic Performance Report |
Administrator |
Sales Over Time / Item Qty - Pro User Only |
Administrator |
Sales Over Time / Financial - Pro User Only |
Administrator |
Licensed Item Sales Report |
Cashier |
Cloud POS - Customer Reports
Report | Access Level |
Accounts - Outstanding Credit/Debit Report |
Cashier |
Customer Accounts with Balances |
Cashier |
Account Payment History Report |
Cashier |
All Customer Orders Report |
Cashier |
Order Line Detail Report |
Cashier |