For the complete documentation index, see llms.txt. This page is also available as Markdown.

Setting Up or Updating User Permissions

In the Admin Portal:

  1. Log in to the Admin Portal and navigate to Workforce > Users.

  2. Select the relevant user.

  3. Click the Permissions tab.

  4. Assign the appropriate POS and Admin permissions as needed.

In the POS:

  1. In the POS, click on the Settings icon.

  2. Select Staff Management.

  3. Select the relevant staff member.

  4. Click the Permissions tab.

  5. Assign the appropriate POS and Admin permissions as needed.

Permission changes require re-log in.

Once permissions are updated, changes do not apply immediately during an active session. The system loads user permissions at log in. If changes are made while the user is still logged in, they must log out and log back in to see updated permissions.

Alternatively, in the POS, you can go to Settings then click Clear cache and reload config. This allows permissions to be updated without being required to log out.

Permissions tab is disabled for Owners as they always have all permissions.

Last updated