Assign User Rights

  • Updated

When you have created staff members, you have the possibility to assign them different user rights. You can define which staff member has access to which areas in enforePOS, so that everyone only has access to the functions that are important for their work. 

The settings of user rights and the assignment of individual staff members to user levels have far-reaching effects in enforePOS. Assignment of user rights affects the view of the entire POS menu - areas non visible for a non-authorized staff member. 

To change settings in the user rights, your account must have the necessary user rights assigned or be assigned to the appropriate permission level. As the owner, you have all permissions.

Set User Access Rights

  1. Open Business Account > User Access Rights.
    ⮕ The Settings overview opens. Here you can assign the rights for the different modules.
  2. Tap on the module for which you want to change the user rights.
    1_EN.png⮕ The window of the selected module opens. 

  3. Choose between:

    Owner only: Only the owner can access the module.

    All staff members: All staff members can access the module.

    Selected staff members: Only the staff members you select in the list can access the module. 

    Authorization Level: If you have already created authorization levels and assigned employees to the authorization levels, you can define here from which authorization level staff members have access to the module. 

    Authorization levels build on each other. An employee with the highest authorization level (authorization level 1) has automatically all authorizations of the authorization levels below (i.e. authorization level 2, 3, etc.). You can find more information about permission levels here.

  4. If only selected staff members should have access, tap Selected staff members.
  5. Select the appropriate staff members.
  6. Tap on [Confirm].7_EN.png⮕ The selected staff members has been granted the corresponding user right.
    2_EN.png

    As the owner, you always have access to all modules, regardless of the settings.

  7. If you want to authorize the access only from a certain permission level, tap Authorization Level. 

    To work with permission levels, you must first create and assign them to staff members. We explain how this works here.

  8. Select the permission level from which access should exist.
  9. Optionally select additional staff members who should have access regardless of their permission level. 
  10. Tap [Confirm].3_EN.png⮕ The corresponding user rights have been assigned.

Overview of the areas for which user rights can be set

This section describes which areas in enforePOS are affected by the settings you make to submodules for staff members. You can find all submodules in the Settings window via the table bar.4_EN.png

Dashboard

The settings in the Dashboard tab are described in the following How-Tos:

Sale

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Settings in the Sales tab affect the following menu items in the POS menu and the following functions:

  • Sales / Cash Register
    • Take and cancel orders 
    • Cashier
    • View floor plans
    • View reservations
    • View resources like restaurant tables
  • Sale > Invoicing
    • Create and view sales orders (drafts, returns and histories)
    • Create and view returns (drafts, returns and histories)
    • Create and view sales offers (drafts, returns and histories)

  • POS Menu > Sales > History

    • Sales
      • View invoices
      • View sold vouchers
      • View sales orders
    • Sales returns
      • View returned invoices
      • View returned vouchers
      • View returned sales orders
    • Everyone
      • All invoices, vouchers, staff member purchases etc. at a glance
    • Waiting for Payment
      • View unpaid invoices
      • View unpaid vouchers
      • View unpaid sales orders
    • Waiting
      • View canceled invoices
      • View canceled vouchers
      • View canceled sales orders

  • POS Menu > Sales > Sales Items

    • Sales Items
      • Copy/delete/create inventory sales items
      • Copy/Delete/Create Build To Order sales items
      • Copy/delete/create services
      • Copy/delete/create vouchers
      • Copy/delete/create escrow
      • Change sales item name
    • Options
      • Add product options
      • Change sales item name
      • Change price/unit
      • Add/change/delete purchase price/unit
      • Enter Description
    • Features
      • View features
      • View feature groups
      • View feature usage
    • Import 
      • Import CSV files and create multiple sales items at once

  • POS Menu > Sales > Sales categories

    • View sales categories
    • Create Sales Categories  
    • Create subcategories
    • Add Resources to Sales Categories

  • POS Menu > Sales > Source Material

    • source materials

      • View/create source materials

      • Create source materials with variants

    • Features
      • View features
      • View feature groups
      • View feature usage

  • POS Menu > Sales > Promotions

    • Offers

      • View/activate scheduled offers

      • Archive/copy active offers

      • View/delete archived offers

    • Coupons

      • View/activate scheduled coupons

      • Archive/copy active coupons

      • View/delete archived coupons

    • rewards

      • View/activate planned loyalty rewards

      • Archive/copy active loyalty awards

      • View/delete archived loyalty awards

    • Loyalty Programs

      • View/activate scheduled loyalty programs

      • Archive/copy active loyalty programs 

      • View/delete archived loyalty programs

  • POS menu > Sales > Sales channels

    • Create POS Locations - VIDEO

    • Create/modify online presences

  • POS Menu > Sales > Sales Reports

    • Total sales

      • View/print/email current time period

      • Compare history/print/send via email

    • Sales per channel (POS locations)

      • View/compare/print/email current time period

      • View/compare/print history/send via email

    • Sales per employee

      • View/compare/print/email current time period

      • View/compare/print history/send via email

    • Sales per category

      • View/compare/print/email current time period

      • View/compare/print history/send via email

    • Sales per item

      • View/compare/print/email current time period

      • View/compare/print history/send via email

  • POS Menu > Sales > Accounting

    • Register

      • Start/view current business day of cash register/count cash/add/complete cash transactions.

      • View/print/email histories

    • Staff Member

      • Start/view/end current shift

      • View/print/email histories

    • Location

      • Current Location Report

      • Location Report History

      • Current Cash Ledger

      • Cash book history

      • Safe (if activated) 

    •  Monthly Reports

      • Current year

        • Export reports and exports to GOBD/DATEV

        • View/change DATEV settings

      • View past years

    • Administration

      • All Register

        • Cash reports (Z-reports) and histories

      • All Staff Members

        • Employee reports and histories

      • All Location Reports

      • All Cash Ledger

      • All Cash Vaults

  • POS Menu > Sales > Settings

    • Register Settings

      • General

      • Payment

      • Build to Order

      • Device Usage

      • Layouts

      • Floorplan

Functions area

  • Cancel
    • This user right allows to cancel active orders.
  • Sales History in Register
    • This user right allows to view the order history in the cash register.
  • Negative booking
    • This user right allows cash withdrawals to be made - e.g. for deposit returns, complaints.
  • User defined prices & discounts
    • This user right allows to adjust prices or give discounts.
  • Manual Card Payment
    • This user right allows to enable customers to pay by manual card payment.
  • Account Payment
    • This user right allows to enable customers to pay by customer account.
  • Pay via Invoice
    • This user right allows customers to pay by invoice.
  • Payment of due Invoices
    • This user right allows to enable the payment of due invoices.
  • Change Payment
    • This user right allows to change the payment method on an already settled invoice.
  • Resource and Order Assignments
    • This user right allows to assign resources and jobs.
  • Sales Item Details
    • This user right allows to edit the details of a product.
  • Define Pricing per Sales Channel
    • This user right allows to set the prices of a product per sales channel.
  • Accept expired vouchers
    • This user right allows to accept already expired vouchers when redeeming them.

Functions Accounting

  • POS Menu > Sales > Accounting

    • Device

      • Current Business Day
        • Summary
          • View sales on the current business day
          • Other Revenue
          • View sales in cash
          • View sales via card
          • View sales via invoice
          • View sales via voucher
          • Counting Cash
          • Add cash transactions
          • Close Business Day
        • Cash drawer (for cash management on the device)
          • View cash on hand
          • View count log
          • Counting Cash
          • Add cash transactions
          • Close Business Day
        • Sales Categories
          • View sales performances of individual sales categories on the current business day
          • Counting Cash
          • Add cash transaction
          • Close Business Day
        • Sales Items
          • View sales performance of individual products on the current business day
          • Counting Cash
          • Add cash transaction
          • Close Location Business Day
        • Transactions
          • View transactions of the current business day
      • Sales History
        • View/print/email past business days

    • Staff Member

      • Current Shift 
        • Summary
          • View the turnover of the employee on the current business day
          • View sales in cash
          • View sales via card
          • View sales via invoice
          • View sales via voucher
          • Close working day
        • Cash drawer ( for cash management on employee account)
          • View cash on hand
          • View count log
          • Counting Cash
          • Add cash transactions
          • Close Business Day
        •  Sales Categories
          • View employee turnover by sales category
          • Close working day
        •  Sales Items
          • View sales of the employee by products
          • Close working day
        • Transactions
          • View invoices of the current business day
      • Sales History
        • View/print/send by e-mail past working days of the employee

  • Location

    • Current Location Report
      • Start and close current location business day
      • View and manage current site report
      • View the individual Z-reports of the cash registers and close business days
      • View and complete the individual employee reports
    • Location Report History
      • View past site reports/send via email
    • Current Cash Ledger
      • Start/view current cash book at POS location/send via email
    • Cash Ledger History
      • View past cash books/send by email
    • Cash Vault
      • Management of the created cash vault

  • Company (monthly reports)

    • Year
      • Export reports/exports of the current year to GoBD/DATEV
      • Customize DATEV settings
    • Previous Years
      • Export reports/exports of past years to GoBD/DATEV
      • Customize DATEV settings

  • Administration

    • All Register
      • Overview of all cash registers
        • View/print/email Z-reports
        • Close Business Day
    • All Staff Members
      • See Functions Employees
    • All Location Reports
      • See function site reports
    • All Cash Ledger
      • See functions location
    • All Cash Vaults
      • See functions safe

  • Start the business day

  • Close Business Day

  • End Shift

  • Start Location Business Day

    • View and manage current site report
    • View the individual Z-reports of the cash registers and close business days
    • View and complete the individual employee reports

  • Close Location Business Day

  • Print and Email
    • Print or email exportable reports

Reservations

Settings in the Reservations tab affect the following menu items in thePOS menu and the following functions:

  • POS Menu > Reservations > Active Reservations

    • View reservation plans per POS location

    • Create reservations for POS locations

  • In the POS menu, open Reservations > Inbox.

    • View/create reservations for POS locations

    • View/create reservations for service areas

  • POS Menu > Reservations > Reservation History

    • View completed/cancelled reservations

  • POS Menu > Reservations > Services

    • Services

      • Reservations

        • View/edit resources such as restaurant tables

        • Create service/service with variants

      • Reservable products

        • Create service/service with variants

    • Options
      • Options
        • Add product options
        • Add Option Groups
      • Option Groups
        • Add Option Groups
      • Usage
        • Add Option Groups
    • Features
      • Features
        • View specifications
      • Feature groups
        • View feature groups
      • Feature Usage
        • View feature usage

  • POS Menu > Reservations > People & Resources

    • Persons

      • View/add/edit employees

    • resources

      • View/add/edit resources

    • Features

      • Features 

        • View specifications

      • Feature groups

        • View feature groups

      • Feature Usage

        • View feature usage

  • POS Menu > Reservations > Assignments

    • Create assignment plan 

Customer

Settings in the Sales tab affect the following menu items in the POS menu and the following functions:

  • POS Menu > Customers > All Customers

    • View/create/edit business/private customers

    • Issue/link customer cards to customers

  • POS Menu > Customers > Important (VIP)

    • View/create/edit VIP business/private customers

    • Issue/link loyalty cards to VIP customers

  • POS Menu > Customers > Active

    • View/create/edit active business/private customers

    • Issue/link customer cards to active customers

  • POS Menu > Customers > Recurring

    • View/create/edit recurring business/private customers

    • Issue/link loyalty cards to returning customers

  • POS Menu > Customers > Inactive

    • View/create/edit inactive business/private customers

    • Issue/link customer cards to inactive customers

  • POS Menu > Customers > Add List

    • Add custom list

Order Management

Settings in the Order management tab affect the following menu items POS menu and the following functions:

  • POS Menu > Order Management > Active Orders

    • View unconfirmed orders

    • View confirmed orders

    • View orders in process

    • View orders in preparation

  • POS Menu > Order Management > Order Compilation

    • View orders per manufacturing location and customer

  • POS Menu > Order Management > Order History

    • View order history

  • POS menu > Order management > Settings: 

    • Sales Channels
      • POS Location
        • Change the name of the sales channel 
        • Basic
          • View/change sales forms
          • Edit Address
          • Edit business hours (POS location)
          • Add service areas
        • Sales returns
          • Change order tracking type
            • Confirm reception yes/no etc.
          • Set type of documents for POS location
        • Offers
          • Change order tracking type
            • Confirm reception yes/no etc.
          • Configure sales offer
        • Sales Items
          • Select products sold through the POS location

Inventory

Settings in the Sales tab affect the following menu items in the POS menu and the following functions:

  • POS Menu > Inventory > Inventory List

    • Create/edit inventory products and inventory products with variants

    • View/edit stock levels for products

    • Edit warehouse management

  • POS Menu > Inventory > Transfers

    • View stock transfers

  • POS Menu > Inventory > Storage Locations

    • View/add/edit storage locations

    • View stock levels for storage locations

  • POS Menu > Inventory > Purchase

    • Drafts

      • Create/view goods orders, goods returns, requests for quotations

    • Active

      • Create/view goods orders, goods returns, requests for quotations

    • Sales History

      • Create/view goods orders, goods returns, requests for quotations

  • POS Menu > Inventory > Suppliers

    • View/add individual suppliers and company suppliers

  • POS Menu > Inventory > Inventory

    • View/perform/start inventory

  • POS Menu > Inventory > Reconciliations/Settlements

    • View reconciliations/arbitrations

  • POS Menu > Inventory > Inventory Settings

    • Purchasing

      • Default Payment Terms

        • View/edit payment terms

        • [+ Add Custom payment term]

      • Business documents (define which documents should be sent/printed when an order is placed)

        • Configure Request for Quote

        • Configure Purchase Order

        • Purchase Order Return 

        • Configure Purchase Order Return Delivery Note

Deliveries

Settings in the Supplies tab affect the following menu items in the POS menu and the following functions:

  • POS Menu > Deliveries > Active Deliveries

    • View active deliveries per manufacturing location

  • POS Menu > Deliveries > Incoming Shipments

    • View Sales Orders, Purchase Orders, Unqualified

  • POS Menu > Deliveries > Outgoing Shipments

    • View Sales Orders, Purchase Orders, Unqualified

Settings

Settings in the Settings tab affect the following menu items in the POS menu and the following functions:

  • User Rights

    • Extend/restrict user rights

  • Business Account

    • Overview

    • Business Info

      • View/change company name

      • View/change legal form

      • View/change company address

      • View/change contact details

      • View/change tax numbers

      • View/change bank accounts

      • View/modify legal data

      • View/change greeting listed on cash receipts and invoices

      • Set whether to list the store on cash receipts and invoices

    • Public profile (text info that will also be displayed in your online presence)

      • View/Customize Business Mission

      • View/Customize Introduction

      • View/Customize Terms of Use

      • View/Customize Privacy Policy

      • View/Customize Imprint

    • Staff Member

      • Employee Profile

        • Overview of all employees

        • Add contact information for employees

        • Add shipping addresses to employees

        • Add Notes

      • Employee Reports

        • View/print/email employee reports

      • Performance

        • View/print/email sales per day

        • View/print/email sales per calendar week

        • View/print/email sales per month

        • View/print/send sales per year via e-mail

    • Devices

      • View payment terminals/change designation

      • View printer/change name

      • View scales/change designation

      • View barcode readers/change designation

      • View cash drawer/change designation

      • View cash register/change designation

    • Settings

      • Account Info

        • View User ID

        • View server

        • View Organization ID

      • Application Info

        • View application name

        • View application version

      • Device Information

        • View serial number

        • View device identifier

      • Preview

        • Add/change preview code

      • Branding

        • Add/change branding

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