Server Assignments

Owned by Rose Eliff (Unlicensed)
Last updated: Jun 20, 2019
4 min read

Summary 

JOB PERMISSION REQUIRED

The user performing the server assignments must use a job that has permission for these actions.

Servers can be assigned to or unassigned from one or more locations on the location map. A user can:

  • Assign a server to one or more locations.

  • Set an assigned server as the owner of the session.

  • Remove one or more servers from multiple locations.

Configuration 

A user must have job permission to assign/unassign servers in location manager. 

  • Users > Jobs > Permissions 

Operation 

  • From Location Manager, tap Manage, then tap Server Assignments



  • Edit Server Assignments view will display 

    • Server names are shown on tables they are assigned to

    • Tap Cancel to discard any changes and close the edit view

    • Tap Publish to post any changes and close the edit view

    • Tap one or more locations to select (Note the yellow glow on locations 100, 103 and 104 in the screenshot) 

    • Tap Deselect All to deselect any locations selected

    • Tap Assign Server to assign server to location(s) selected

Assign server(s) to location(s)

  • Tap Manage, then tap Server Assignments

    • If the site has multiple floorplan layouts, the user can switch to the desired layout by tapping the layout icon at top and selecting from the list

  • Tap locations that a server will be assigned to; the selected locations will display a yellow glow, a visual cue that they are selected 

  • Tap Assign Server; the Select Server window will pop up with a list of users (they do not have to be logged in) 

  • Tap the name of the server that you wish to assign the locations to.

    • If the green toggle is On, the assigned server will also become the session owner for the transaction. 

      • The session's reporting information (sale, payment, etc.) is recorded under the session owner even if another server is attached to the location or a cashier cashes out the check.

  • Tap Cancel to cancel the selection and close the window or tap Done to apply the selection and close the window 

  • After tapping Done, the location map shows the server assigned to the selected locations 



  • Tap Publish to save the server assignments. A confirmation window will display. 

    • Tap No to discard the assignments made

    • Tap Yes to accept the assignments made, exit edit mode and return to the location map. 

  • After tapping Yes and returning to the location manager, the names of the assigned servers can be seen by tapping Server at the bottom 



  • If a server tries to access a location that is assigned to another server, a mask will appear on the screen with the message Access Denied. (Anything behind the mask cannot be tapped.)

  • The user can choose to either log out or detach from the location to continue. 

Remove/change a server assignment

  • Tap the Manage > Server Assignments

  • Tap the location 

  • Tap Assign Server; the Select Server pop-up will display 

    • To remove the server, tap the name of the server currently assigned to the location; this will clear the selection

    • To change to another server, tap a different server name to select

  • Tap Done then Publish