Employee Permissions

Permissions are used to limit access for POS users. Global permissions are based on the user's role, assigned to them in Employees > Manage Employees

Global Permissions

Set global permissions to define the three levels of access on the POS system, called "roles":

• Roles:
  • Owner -- All permissions granted
  • Manager -- Some additional permissions granted
  • Employee -- Limited access
  • No Access -- No POS access. Can only clock in/out

These permissions apply to all users with the specified access level, unless modified for an individual using per-employee permissions management.

TIP: The role names only relate to the POS. E.g., an "owner" on the POS does not need to be an owner of the restaurant.

Edit Global Permissions

• Click the button Edit Global Permissions
• In the Edit Global Permissions list:
  • Use the drop-down menu next to the permission to set the default level

See POS permissions definitions at the end of this article.

POS Permissions

Make individual permissions exceptions on a per-user basis without changing their role. Permissions adjusted here only apply to the individual who's permissions are edited.

TIP: You can add or remove permissions for specific users.

Edit POS Permissions (Per-user permissions)

To Edit POS Permissions:

• Click the Edit Permissions button next to the user's name
• In the Edit POS Permissions panel:
  • Use the Toggles to enable or disable a permission

TIP: Note the column "Default", ON/OFF indicates if this permission is enabled by default for the selected user. If you need to turn on a lot of permissions due to more obligations, consider upgrading their role instead.

See POS permissions definitions at the end of this article.

Back Office Permissions

Here you can grant a user access to Back Office and set their access level.

Employee Name -- Name if the employee in the system

Invited? -- Indicates if an invite email for Back Office has been sent to the employee

Inviting Employees to Back Office

To invite an employee, click the Edit Permissions button next to their name.

• In Edit Back Office Permissions panel:
  • Email -- Enter the employee's email address that will receive their invite. They will also use this as their login for Back Office.
  • Permission Name -- Enable/Disable toggles to set the employee's access in Back Office

Back Office Permission Definitions:

• Give owner permissions (overrides all other permissions) -- Allow full access to all functions and data in Back Office.
• Has access to Dashboards, View Orders and Reporting -- Grants access to the dashboard, view orders and all reports and exports.
• Has access to Employee Management -- Grants access to all functions under Employees, including the ability to modify timecards and add/remove employees.
• Has access to Settings -- Grants access to all functions under settings, including payroll and labor settings, tax settings, fees and more.

POS Permissions Definitions:

• Access and modify other servers orders – View and modify orders the user did not start.
• Access POS while clocked out – When disabled, users can not log into the POS unless they are clocked in.
• Temporarily adjust online order pacing on the iPad – Allows use of the "Pace" button under To-Go Orders on the POS.
• Adjust a transaction – Grants permission to void transactions on a reopened order.
• Assign driver to an order – Ability to choose or modify the driver for delivery orders.
• Use “Cancel” button after cash tender – Permission to cancel a cash payment after selecting "cash" as payment on the checkout screen.
• Cancel an order with sent products – Permission to cancel an order with products sent to the kitchen.
• Perform a cash transaction – Permission to perform a cash transaction on the POS.
• Open orders for future dates – Ability to open/modify pre-orders in the system.
• Change CC tips for own transactions – Change credit tips after being entered for orders the user owns.
• Change CC tips for all transactions – Change credit tips after being entered for any order.
• Configure printers – Open printer configuration settings on POS.
• Apply custom discounts to orders and products – Ability to use custom discounts/comp (not presets).
• Cash drawer pay-in/pay-out – Ability to perform a Pay-In/out on the cash drawer.
• Edit customers in the CRM – Permission to edit contact details for a saved customer profile on the POS.
• End Shift – Ability to start the end-of-day checklist without a manager override.
• End shift with open orders – Permission to skip closing open orders when ending shift.
• Finish a dispatch without settling all the orders – Allows setting a driver dispatch to “finished” with unsettled orders.
• Allow user to clock in when not scheduled – Override the restriction on clocking in when not scheduled, when using 7shifts integration.
• Use “Force Settle” to close an order – Allows use of the Force Settle option. Force settle closes an order "as is", regardless of payment status.
• Perform a house transaction – Permission to settle an order to a "house account" AKA CRM transaction.
• Manage the cash drawer – Ability to perform cash drawer management: Open, close, audit, no sale, bank drop.
• Access settings -- Access to the settings (gear icon) screen in Rezku POS.
• Manually set/unset gratuity -- Ability to apply a gratuity or modify gratuity on orders.
• Merge two separate orders -- Ability to merge two separate orders into one order.
• Manually set or remove fees -- Permission to apply or remove fees (i.e. delivery fees) manually for orders.
• Change inventory counts on the iPad – Allows the setting of product stock levels or 86ing products from the POS.
• Modify products already sent to the kitchen – Permission to make changes to products that have already been sent to the kitchen (e.g. modifiers or quantity).
• Apply preset discounts to orders and products – Ability to apply discount presets and coupons to orders.
• Add a custom product to an order – Ability to create and charge for custom products that are not on the menu
• Grant a one-time discount to CRM customer – Permission to add a discount code to a customer’s profile for use on their next visit.
• Set a dollar limit for order subtotal – Ability to set a maximum cost limit for a specific order.
• Order a product outside of assigned meals – When products are scheduled for meals, the ability to order items outside meal times.
• Order out-of-stock products – Ability to order products that are "grayed out" due to being 86'ed using the inventory countdown feature.
• Apply period pricing outside of period – Ability to apply Happy Hour pricing to products when outside of the happy hour time frame
• Override split limits – When split limits are set, gives permission to override the limit
• Print end-of-day chit for self – Allows user to print their own end-of-day summary report from the POS.
• Refund cash – Ability to issue refunds for cash transactions
• Refund credit cards – Ability to issue refunds for credit card transactions
• Reopen an order – Permission to use the re-open order function to modify settled orders
• Reprint items in the print queue – Ability to re-send orders in the print queue marked "succeeded"
• Reprint credit card receipt – Ability to reprint the credit authorization slip
• Resend items to the kitchen printer – Ability to re-send products in the order marked "sent"
• Rush a product on the KDS – Ability to activate a product rush from the expo station in Rezku Smart KDS
• Set cash tips – Ability to declare cash tips as part of the end of day checklist
• Manually set a price for a product – Permission to adjust price for POS products
• Set an order as tax exempt – Permission to remove the taxes from an order
• Enable offline mode – Allows user to enabled offline payments at times when the internet is down.
• Transfer items to a different order – Ability to transfer order products from one order to a different order
• Transfer an order to a different server – Transfer ownership of an order from one employee to another
• View performance data – Permits the user to view restaurant KPI dashboard on the POS.
• View product recipes – Enables use of the pinch-to-zoom functions on product tiles to see details on the POS.
• View user performance data – Permits the user to view their own performance data on the POS.
• Void a transaction – Ability to void a payment in a re-opened order