- Configuration Guide
- Enterprise Cash Management
- Configuring ECM Privileges and Permissions
Configuring ECM Privileges and Permissions
- Select the Enterprise level, click Configuration, and then click Roles.
- Select the role type (for example, administrator, manager or server), and then click the EMC Modules tab.
- In the Cash Management section, select the appropriate
Cash Management operation permissions for the user role. You can grant
permissions for the following actions:
-
View: Open and view a Cash Management module. If you allow a user to Edit, Add, or Delete, you must also grant View access (otherwise the user cannot open the module).
-
Edit: Update fields or records within a module.
-
Add: Add records to a module. You cannot add records to the Cash Management Class Behavior module.
-
Delete: Delete records from a module. You cannot delete records from the Cash Management Class Behavior module.
-
Add Override: Override records in a module. You cannot override records in the Cash Management Classes module.
-
- Click the Operations tab, and then click the Cash Management subtab.
- Select the appropriate options for the privileges. The
following table summarizes the privileges associated with ECM functionality
and the recommended roles to have the privilege set.
Table 44-2 ECM Privileges
Section Option Number Privilege Name Allow the Employee to Perform or Authorize... Recommended Role(s) General Operations
249
Change Count Sheet
Changing the count sheet that the receptacle session uses
Manager
General Operations
250
Pull Cash
A cash pull
Cashier, Manager
General Operations
258
Threshold Level Exception
A Cash Pull Threshold Exception (bypass the threshold notification) when prompted and permitted
Manager
General Operations
260
View Receptacle Session Status
Viewing of summary information for all active receptacle sessions
Manager
General Operations
267
Update Balance on Count
Updating the balance on a count when the amount is outside the count threshold values
Manager
General Operations
301
View Cash Management Dashboard
Viewing the Cash Management Dashboard page
Manager
General Operations
302
View Cash Management Dashboard Detail
Viewing the till and server bank detail from the Cash Management Dashboard page
Manager
Till Operations
201
Assign Till to Cash Drawer
Assignment of a till to a cash drawer on a workstation
Manager
Till Operations
202
Unassign Till from Cash Drawer
Unassignment of a till to a cash drawer on a workstation
Manager
Till Operations
203
Assign User to Till
Perform or authorize the assignment of an employee to an active till session
Manager
Till Operations
204
Unassign User from Till
Unassignment of an employee to an active till session
Manager
Till Operations
205
Count Till
Counting of a till session
Cash Handler
Till Operations
206
Adjust Till Count
Adjustment of the last count for a till session
Manager
Till Operations
207
Paid-In/Paid-Out
Posting of an ECM paid-in or paid-out on a till session
Workstation operators can perform standard paid-in and paid-out transactions based on Tender/Media configuration.
Manager
Till Operations
209
Transfer Funds
Transfer of items from a till session to another cash receptacle session
Cashier, Manager
Till Operations
210
Deposit Funds
Deposit of cash from a till session to a bank deposit session
Cash Handler
Till Operations
212
Close Till
Closing of a till session
Cash Handler
Till Operations
213
Reopen Till
Reopening of a till session
Manager
Till Operations
251
Quick Start Till
Opening of a till session and assignment of the current operator to a workstation cash drawer
Cash Handler
Till Operations
259
Adjust Till Starting Amount
Adjustment of the till starting amount
Manager
Server Bank Operations
241
Start Server Bank
Opening of a new server bank session
Manager
Server Bank Operations
242
Count Server Bank
Counting of a server bank session
Manager
Server Bank Operations
243
Adjust Server Bank Count
Adjustment of the last count for a server bank session
Manager
Server Bank Operations
244
Paid-In/Paid-Out
Posting of an ECM paid-in or paid-out on a server bank session
Workstation operators can perform standard paid-in and paid-out transactions based on Tender/Media configuration.
Manager
Server Bank Operations
245
Transfer Funds
Transferring of funds from a server bank session to another cash receptacle session
Manager
Server Bank Operations
246
Deposit Funds
Deposit of cash from a server bank session to a bank deposit session
Manager
Server Bank Operations
247
Close Server Bank
Closing of a server bank session
Manager
Server Bank Operations
248
Reopen Server Bank
Reopening a closed server bank
Manager
Server Bank Operations
265
Adjust Server Bank Starting Amount
Adjustment of the server bank session starting amount
Manager
Server Bank Operations
269
Consolidate Server Banks
Consolidating two server bank sessions
Manager
Safe Operations
214
Open Safe
Opening of a new safe session
Manager
Safe Operations
215
Count Safe
Counting of a safe session
Manager
Safe Operations
216
Adjust Safe Count
Adjustment of the last count for a safe session
Manager
Safe Operations
217
Paid-In/Paid-Out
Posting of an ECM paid-in or paid-out on a safe session
Workstation operators can perform standard paid-in and paid-out transactions based on Tender/Media configuration.
Manager
Safe Operations
218
Transfer Funds
Transferring of funds from a safe session to another cash receptacle session
Manager
Safe Operations
219
Deposit Funds
Deposit of cash from a safe session to a bank deposit session
Manager
Safe Operations
220
Close Safe
Closing of a safe session
Manager
Safe Operations
261
Add Funds to Safe
Adding new funds into ECM through a safe receptacle
Manager
Safe Operations
262
Remove Funds from Safe
Removing funds from ECM through a safe receptacle
Manager
Petty Cash Operations
222
Open Petty Cash
Opening of a new petty cash session
Manager
Petty Cash Operations
223
Count Petty Cash
Counting of a petty cash session
Manager
Petty Cash Operations
224
Adjust Petty Cash Count
Adjustment of the last petty cash session count
Manager
Petty Cash Operations
225
Paid-In/Paid-Out
Posting of an ECM paid-in or paid-out on a petty cash session
Workstation operators can perform standard paid-in and paid-out transactions based on Tender/Media configuration.
Manager
Petty Cash Operations
226
Transfer Funds
Transferring of funds from a petty cash session to another cash receptacle session
Manager
Petty Cash Operations
227
Deposit Funds
Deposit of cash from a petty cash session to a bank deposit session
Manager
Petty Cash Operations
228
Close Petty Cash
Closing of a petty cash session
Manager
Bank Deposit Operations
233
Create a Bank Deposit
Opening of a new bank deposit session
Manager
Bank Deposit Operations
234
Transfer Funds
Transferring of funds from a bank deposit to another cash receptacle session
Manager
Bank Deposit Operations
237
Adjust Cash Deposit
Adjustment of a cash deposit amount in a bank deposit session
Manager
Bank Deposit Operations
239
Reconcile Bank Deposit
Reconciliation of a bank deposit session
Manager
Bank Deposit Operations
264
Adjust Bank Deposit Reference
Adjustment of a reference on a bank deposit session
Manager
Change Order Operations
230
Create Change Order
Creation of a new Change Order request from a safe session
Manager
Change Order Operations
232
Reconcile Change Order
Reconciliation of a Change Order
Manager
Change Order Operations
252
Submit Change Order
Submission of a new Change Order request from a safe session
Manager
Change Order Operations
268
Save / Recall Change Order
Saving or recalling a Change Order
Manager
- Click Save.
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