Create POS permission groups
This article explains how to create a POS permission group. The demo data company used to create this task is USRT. This task is intended for the Commerce operations manager role.
- In the navigation pane, go to Modules > Retail and Commerce > Employees > Permission groups.
- Select New.
- In the POS permission group ID field, type a value.
- In the Description field, type a value.
- Select Yes in the View time clock entries field. You can now enable or disable various permissions for your POS Permission group. For some permission you can set a value that will be used to evaluate if the POS user can perform the action. This task guide enables a few permission that might be given to a cashier.
- Select Yes in the Allow create order field.
- Select Yes in the Allow edit order field.
- Select Yes in the Allow retrieve order field.
- Select Yes in the Allow password change field.
- Select Yes in the Allow blind close field.
- Select Save. After your changes are saved you need to run the Staff distribution schedule to push the changes to commerce channels.
- In the navigation pane, go to Modules > Human resources > Jobs > Jobs.
- Next we will assign the POS permission group to a Job. In the list, find and select the desired record.
- Select Edit.
- Expand the Job classification section.
- In the POS permission group field, enter or select a value. All Workers in Positions for this Job will use this POS permission group's settings unless the workers POS permissions have been overridden at their Position level.
- Select Save. After your changes are saved you need to run the Staff distribution schedule to push the changes to channels.
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