Grant Access to Point of Sale Operations

Required system privilege: View/add/edit people and a POS role with Employee Maintenance access.

If Labor Management is enabled, you must complete employee details before completing the following steps. The Point of Sale tab displays an error message if the employee details need to be completed. See Specify Employment Details for more information.

1. In Reporting and Analytics, click the side navigation menu, and then click People.
2. Search for the person and then click the person.
3. Click Point of Sale.
4. Click the Settings page and then complete the following fields:
   1. Enter the POS object number. The field displays the next available POS object number by default for the employee. You can modify the number but once it is configured, it can't be changed.
   2. Select the POS language.
   3. Select the Employee level.
      The employee level is a layer of security that gives an employee access to some employee records but not others. This field allows a one-digit entry, where 0 gives the most access and 9 gives the least access. For example, an employee with level 2 access can see all employees with levels 3 through 9 but can’t see employees with levels 0 through 2 (including themselves). Level 0 should be reserved for System Administrators while a level like 8 or 9 to be used for cashiers or servers.
   4. Enter the Employee group.
      The employee group is another level of security that controls employee access to other employee records. This field is more restrictive than the Employee level field, which is more commonly used. This field allows a three-digit entry. If you set the employee group number to 0, then they can view all other employee records. Any other number restricts the employee to view only employees with that same number as their employee group. For example, and employee with a group number of 17 can only view other employees from group number 17.
   5. Enter the POS client details. Only some fields may appear depending on your configuration:

      • Check name: Enter the employee name to appear on guest checks (for example, Sally S).

      • POS sign-in number: Enter the employee sign-in number.

      • Alternate sign-in number: Enter a number to use instead of the POS sign-in number when signing into the workstation.

        Note:

        The system will not allow the following values to be used as a POS sign-in number and Alternate sign-in number:

        • 8700

        • 9700

        • 1234

        • 2211

        • 1212

        • 1550

      • PIN: Enter a PIN.

   6. Select the Locale, click Set EMC Password, enter a new password, and then click Submit.
5. If Labor Management enabled, move on to Step 6. If it is not enabled, click the Locations page and then complete the following fields:
   1. Click Assign Locations.
   2. Select a location and the revenue centers they should have access to and then click Assign.
   3. After the locations and revenue centers are added, the Employee Class field is visible. Select the Employee Class for each location.
   4. To view revenue center advanced settings, click the actions menu and then click Revenue Center Advanced Settings. You can then edit the Cashier, Cash Drawer, Table Count, Table Management Button Color, and Server Efficiency fields.
6. Click the Roles page and then complete the following fields:
   1. Click Assign POS Roles.
   2. Select the role or roles they should have access to and then click Assign.
      You can click Expand Entities to view all locations and revenue centers or click Zone to view roles by regional zone.
7. Click the Visibility page and then click Assign Visibility.
   1. Make your selections and then click Assign.
      You can view options by Enterprise, Location, or Zones.
8. Click Update.