Server Assignments

Summary 

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 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

• 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.
• 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.