Each member of your staff should have a unique staff profile. Their actions within the application can be tracked by their staff profile. You can decide and grant the level of access to actions and parts of the application necessary for each staff member. Start by creating a profile for your staff member and assigning them a personal PIN.
By default QUEUE POS has two different roles with corresponding levels of permissions
- Manager role
- Regular role
A staff member with the manager role will automatically have all permissions and can create and change permissions for other staff members. When permission groups are not enabled, certain actions can be limited to manager only permissions.
If the default two level permission does not cover your needs, you can enable permission groups which will let you create your own permission groups and assign your staff accordingly. Enable permission groupss in your settings under the store section.
Create a profile for a staff member by pressing "+ New Staff" at the top of the screen.
|Name||The staff member's name as it will appear on the Staff Login screen and in reporting|
|Language||The preferred language for the staff member. The interface will change to the preferred staff language after the staff member logs in|
|PIN||Enter a 4 digit PIN for the staff member. They will use this PIN number to login to their profile|
|Manager||When selected, it will give the staff member manager permissions (all)|
|Custom color||Assign a custom color for the staff member for the Staff Login screen|
When permission groups are enabled in the store section of your settings, non-manager staff will by default not have permissions to perform any actions. You will need to create different permission groups and assign one to each staff member to create custom permission rules.
Create new permission groups by going to the permissions page and pressing "+ New Permissions Group."
|Order Management||Create new and modify existing orders|
|Quick orders||Create and modifify quick orders|
|Execute order||Permit staff member to execute an order|
|Delete executed orders||Allow deletion of orders that contain executed line items|
|Modify or delete executed line items||Allow deletion or modification of items that have already been executed|
|Price modifier||Allow staff to modify the price of an added line item with the price modifier field|
|Worklist interface||Allow staff to access the worklist interface|
|Complete worklist item||Allow staff to complete a pending work item|
|Payment allowed||Allow staff to complete an order payment at checkout|
|Payment modifier||Allow staff to change the total order amount before payment|
|Toggle eInvoice||Allow staff to enable or disable eInvoice on an order level|
|Service charge modify||Allow staff to enable or disable service charge on an order level|
|Open cash drawer||Allow user to manually open the cash drawer|
Completed order management
|Completed orders||Allow staff to access completed orders|
|Void order||Allow staff to void a completed order|
|Reprint receipt||Allow staff to reprint a completed order|
Allow staff to access the reporting module.
|Full closing||Allow staff to perform a full close|
|Partial closing||Allow staff to perform a partial close|
Allow staff to clock in and clock out
|Access settings||Allow staff to access store settings|
|Menu||Allow staff to access and make changes to the menu|
|Modify account||Allow staff to modify account preferences such as subscription type, associated emails, and password|
|Printing||Allow staff to access printing settings|
|Inventory||Allow staff to access the inventory configuration|
|Customer management||Allow staff to create and modify customer records|
|Loyalty||Allow staff to modify the loyalty status of a customer|
|Loyalty discount||Allow staff to apply loyalty discount as checkout|
|Stock count||Allow staff to start and perform a stock count|
|Adjustments||Allow staff to create inventory adjustments|
|Handle transfers||Allow staff to view, accept, and decline incoming inventory transfers|