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Summary
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| The user performing the server assignments must be using a job that has permission for these actions. |
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- 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
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- Edit Server Assignments window 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
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- Tap locations that a server will be assigned to; the selected locations will display a yellow glow (see above)
- 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.
- If the green toggle is On, the assigned server will also become the session owner for the transaction.
- 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
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