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.
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.
As the owner, you always have access to all modules, regardless of the settings.
To work with permission levels, you must first create and assign them to staff members. We explain how this works here.
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.
The settings in the Dashboard tab are described in the following How-Tos:
Settings in the Sales tab affect the following menu items in the POS menu and the following functions:
POS Menu > Sales > History
POS Menu > Sales > Sales Items
POS Menu > Sales > Sales categories
POS Menu > Sales > Source Material
source materials
View/create source materials
Create source materials with variants
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
Functions Accounting
POS Menu > Sales > Accounting
Device
Staff Member
Location
Company (monthly reports)
Administration
Start the business day
Close Business Day
End Shift
Start Location Business Day
Close Location Business Day
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
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
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
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:
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
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 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