Summary
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| The user performing the server assignments must use a job that has permission for these actions. |
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- From Location Manager, tap Manage, then tap Server Assignments
- Edit Server Assignments window 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
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- Tap locations that a server will be assigned to; the selected locations will display a yellow glow (see above), 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)
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- 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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- 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