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Roles (POS)

Roles (POS), otherwise known as POS Roles, are user types that can be associated with Staff profiles. The POS Roles can be assigned different permissions to allow the user different levels of access in the POS/KDS applications. When creating a new site, the roles will automatically populate with the Global Default Roles if that site is not created under a Node. If the site is created under a Node, then it will inherit the Roles that are defined at the node level. Roles can also be pushed from the Node to multiple sites in order to affect changes at multiple sites all at once.

 

In order to access In Store Roles from your site, select the "People" section on the left hand menu, then select "In Store" and then "Roles (POS)"

 

To see definitions of what each POS permission is, please see the article for POS Permissions

 

Permission requirements: View Venue Device Roles, Add Venue Device Roles, Edit Venue Device Roles, Delete Venue Device Roles


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Adding Roles

In order to add a POS role, click on "Add Role". You can see the prerequisite fields below.

 

Screenshot 2023-11-27 at 1.37.20 PM.png

 

FIELD DESCRIPTION
Name Enter the name of the POS role
EID A unique identifier that allows this role to be managed from the node
Permissions Select the applicable permissions for this POS Role
Default Service Select the default service for the POS role. When a user logs in, it will automatically start a check under this service. This field does not currently exist at the Node level
Labor Category

Roles can be assigned to a 'Labor Category' which will then bucket those roles into different groups that appear on the printed Labor Percentage report from the POS. This field does not currently exist at the Node level

  • FOH
  • BOH
  • Management
  • Training