Staff roles
Applied on device modes that require staff sign-in.
- Named roles and individual permissions
- Separate refund and void controls
- Discount choices for each role
- Device settings and till admin access
Access Permissions
In detail.
The person taking orders may need different controls from the person closing up. Name the roles your team uses, choose their permissions and assign a role to each member of staff.
2 feature groups
During the shift
Settings for the people working on your tills.
- Site and floor-plan section assignments
- Manager override for the current sale
- Optional automatic till sign-out
A role starts with the jobs you allow.
Create a named role, select its permissions and assign it to staff. Required sign-in applies those choices on the till; the device’s mode still sets which features are available.
Payments and money
Set separate permissions for cash payments, splitting a bill, part payments, refunds, voiding items and printing receipts. Card payments do not have a separate role checkbox.
Individual discounts
Allow discounts for the role, then select the discounts it can use. Turn that permission off to remove them all.
Till admin
Choose access to the cash drawer, reports, kitchen controls and other till administration sections. These choices are distinct from portal access.
Set the person, the place and the device.
A staff role describes the actions a person can take. Site and section assignments describe where they work. A device mode controls the features on that till.
Required sign-in
Switch it on for the modes where staff restrictions should apply. Optional sign-in on an open mode records who served without enforcing their role’s restrictions.
Manager override
Enable it on the mode and give authorised roles the Staff override permission. An online PIN check lends the manager’s permissions until the sale ends.
Portal users
A staff passcode is for the till. It does not give someone a portal login. Discuss portal access separately from the roles your staff use during service.
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.