Orders and service
Choose who can ring up items, open orders, use the floor plan or merge bills.
Decide who can see and do what.
Choose what each staff role can do at the till, from taking orders to issuing refunds. Set where they work and when a manager needs to step in.
Live with selected businesses.
Choose the details that matter at the till.
Set permissions for each role. To apply those restrictions, switch on Require staff to sign in for the device’s mode. A role can use only the features that mode already allows.
Discounts
Choose which discounts a role can apply. A member of staff sees the discounts you have allowed for their role when they open the picker.
Refunds and voids
Decide separately who can return money already paid and who can remove an unpaid item from a bill.
Device settings
Choose who can change the device’s settings or switch modes. Till admin also has separate controls for reports, the cash drawer and kitchen actions.
A manager can step in. The order stays put.
A customer needs a discount the staff member cannot give. With Manager override enabled, an authorised manager can lend their permissions for the rest of that sale. The staff member stays signed in and keeps the basket.
Call the manager over
They need the Staff override permission on their role. The device must be online to check their PIN.
Enter their own PIN
The manager authorises the override on the till. Their permissions are added while the staff member continues the sale.
Finish the sale
The override ends when the sale is paid, closed or cleared. The sale stays recorded against the staff member who was serving.
Keep each team at the right site.
Assign till staff to one site or all your sites. Within a floor plan, choose their sections. When the mode requires staff sign-in, those assignments determine which tables they can see.
One site or several
The device checks the staff member’s site when they sign in. Give people who work across the business access to all sites, and keep a single-site team assigned to its own.
Their section on the floor
Assign the dining room, terrace or other sections they serve. Their floor plan shows the tables in those areas, so the view matches where they are working.
Set up the role. Then put it to work.
A role, a staff record and a device mode each have a job in the setup. Work through them in that order before your team starts using the till.
Create the roles
Use names your team recognises. Choose the actions each role can take, including the individual discounts it can apply.
Assign your staff
Give each person a role and set their site and sections. Set up their staff passcode for signing in on the till.
Require sign-in on the mode
Choose the modes where restrictions should apply. Add Manager override where your team needs it, and give the relevant roles permission to authorise one.
Put permissions to work.
Use staff roles at the till, sections on the floor plan and a rota for the working week.
Questions and answers.
Does signing in always apply a staff role’s restrictions?
No. The device’s mode must require staff sign-in. Optional sign-in on an open mode records who served, but staff can still use everything that mode allows.
Does a till PIN also give someone portal access?
No. A staff role and PIN are for the till; they do not create a portal login. Talk to us about the portal access available for your account.
How long does a manager override last?
For the rest of the sale, until it is paid, closed or cleared. It also ends on staff sign-out or device restart. This lends the manager’s permissions; it is not a separate approval for every action. Starting an override requires an internet connection.
Can I limit staff to particular sites or sections?
Yes. Assign staff to one site or all sites, and select their floor-plan sections. Table visibility follows those sections when the device’s mode requires staff sign-in.
Can a till sign someone out automatically?
Yes. Set an inactivity timer for the till. It does not interrupt an open bill, payment or pop-up. This setting applies to the till, not handhelds or portal users.
Does an AI agent use the same permissions?
No. Staff roles control work on the till. Tell us what your agent needs to read or change so we can go through access for that connection.
Set up your staff roles.
Bring us the jobs your team does. We’ll walk through the roles, site assignments and settings for your tills.