Job Permissions

Summary

Job permissions are set by job and define the types of operations that the job is allowed to perform. Each user may have one or more jobs. (See Add/Edit a Job for more information regarding job configuration.) 

Configuration 

On the Edit - Job page, select Active for each job permission that will be applied to the job. 

  • Permissions can also be added to a new job by copying the permissions from a similar job from the Copy permissions from Job drop-down list. 

 

Job Permissions

(current as of 6/15/21)

 

Permission Code

Permission

Description 

Permission Code

Permission

Description 

-

Allow access to Device Cashout

User can perform cashout on all transactions completed on device

-

Allow access to Move Money

(WinApp Only) User can move money from alternate payment to chosen payment type 

5

Allow device to location assignment (required for timeclock)

User may attach a device to a location (Location Manager)

4

Allow seating of party

User may seat a party in table service mode 

-

Allow Staff assist

Allows user to add to check, send to kitchen, authorize payment, but cannot finalize check.

91

Allow user to access available menus

User may access any menu that is available for the day. If a menu is not available for the day, e.g., Sunday Brunch menu when the day is Tuesday, it will not be available to the user.  

90

Allow user to access banks/drops

User may access Banks/Drops (Cashier Menu) to enter an opening drawer amount and to perform cash drops

 

60

Allow user to adjust tips on payments

User can adjust a tip by tapping the blue icon  on payment 

33

Allow user to apply updates to the system

User can apply updates in the "system messages" section

78

Allow user to assign staff to a cash drawer

User can assign staff to a cash drawer (Cash Drawer Assignment enabled on Cashier menu) 

24

Allow user to cash out gift cards

User can cash out remaining balance on gift card where permissible. (In CA, balance must be $10 or less.) (Requires Gift Card Cashout menu item

64

Allow user to manually Open and Close the site (REQUIRES NSOE 3.4x) 

 

User may manually close the site from Location Manager instead of closing automatically per store hours setting. Requires ECM setting on Site Info "Require a user to manually open and close the site" to also be set for site. 
(Requires permission: Allow user to perform End of Day) 

11

Allow user to comp guest check

User may apply comp adjustment to a guest check

8

Allow user to comp order item

User may apply comp adjustment to an order item

70

Allow user to detach all devices from a location

User may detach all devices from a location (Location Manager) 

13

Allow user to discount guest check

User may apply a discount adjustment to a guest check

10

Allow user to discount order item

User may apply a discount adjustment to an order item

59

Allow user to edit checks

User may add and/or edit checks (screenshot shows not enabled)


20

Allow user to edit client application settings

User may edit settings on the client application (Cashier Menu) 

52

Allow user to enlist to/dismiss users from training mode

User may enlist and dismiss users to/from Training Mode (Cashier Menu)

32

Allow user to issue general refund

User may issue a general refund

50

Allow user to issue new comp cards (add value)

User may issue new comp cards and may add value to existing comp cards

21

Allow user to issue new gift cards

User may issue a new gift card (Requires gift card sale menu item) 

51

Allow user to launch the guest-facing payment screen

User may switch screen to guest-facing payment screen (Payment screen: Guest Payment)

19

Allow user to load parked checks

User may load a parked check (Check Search)

6

Allow user to lock location (required for payments and adjustments)

User may lock a location when making adjustments or applying payment

72

Allow user to manage server teams

User is permitted to manage server teams on the app (Cashier Menu)

84

Allow user to modify fully paid checks and adjust charges 

User may modify (add items, apply adjustments) fully paid checks that are reopened from Check Search for current business day using credit card payment on check (gift card payments excluded) 

71

Allow user to order restricted items

User may order menu items marked as restricted in ECM

7

Allow user to override a locked location

User may take control of a locked location (Location Menu: Take Control) 

88

Allow user to override adjustment acknowledgments

User may override requirement for staff to acknowledge adjustments (Override is valid until end of day) 

18

Allow user to perform a cash preauth

User may pre-authorize cash payment; this bypasses credit card pre-auth requirement in guest UI and allows guests to place order without credit card (Location Menu: Cash Pre-auth 

22

Allow user to perform card inquiry

User may swipe a gift card to perform an inquiry (Location Menu: Card Inquiry)

17

Allow user to perform End of Day

User may perform end-of-day operations 

(Requires permission: Allow user to close the restaurant (guest facing or entire house))

46

Allow user to perform Paid Out/Paid In

User may perform Paid Outs and Paid Ins (Cashier Menu) 

62

Allow user to print all checks

User may print all checks (Location Menu)

63

Allow user to print all payments

User may print all payments (Location Menu) 

15

Allow user to print House Cashout

User may print house cashout reports

16

Allow user to print Server Cashout

User may print server cashout reports

36

Allow user to pull up front of house reports

User may view the reports on POS tablet/device (Cashier Menu: Reports) 

23

Allow user to reload gift cards

User may add funds to an existing gift card (Requires reload gift card menu item)

86

Allow user to schedule menu item price change

User may apply scheduled price changes prior to effective date for one or more menu items (Cashier Menu) 

58

Allow user to select operation mode

User may select the operation mode for a location (Location Menu: Mode) (Operation modes are table service, kiosk, bar service, counter service and Drive Thru.) 

81

Allow user to use Cashout button from cashier menu

User may use Cash Out Staff (Cashier Menu) to cash out staff members

53

Allow user to use POS without clocking in to the Time Clock

User is not required to clock in on time clock (after logging in) in order to use POS 

76

Allow user to view and edit tips on all transactions

User is permitted to use the Manage Tips function (Location Menu) to view/edit a list of transactions and tip amounts. 

75

Allow user to view the time items are sent

Show Time Sent will appear on the check flyout. Time sent for each order item will be displayed on the check panel and printed on the receipt. 

68

Allow user to view/finalize/print entire house cashout

User may view, finalize and print cashout for the entire house

67

Allow a user to view/finalize/print others' cashouts

User may view, finalize and print cashout for others

83

Allow user to view/finalize/print others' drawer cashout

User may view, finalize and print cashout by drawer for others

--

Allow user to view/finalize/print others' device cashout

Users will be able to do cashout by device for any device in the store.

66

Allow user to view/finalize/print own cashout

User may view, finalize and print their own cashout

82

Allow user to view/finalize/print own drawer cashout

User may view, finalize and print their own cashout by drawer 

12

Allow user to void guest check

User may void a guest check

9

Allow user to void order item

User may void an order item

57

Allow users to perform check searches

User may perform a check search (Location Menu: Check Search)

35

Can 86 an item, component, or serving option from the menu

User may 86 an item, component or serving option (Cashier Menu: Menu Manager)

89

Can access Dispatch Dashboard 

Dispatch Dashboard button appears on ECM Dashboard and user can access if the Dispatch Dashboard application is active for the user's account and the user type is a regular user. (Dashboard > Users > Users) 

43

Can assign servers to location in the location manager

User may assign a server to a location (Location Manager) 

28

Can change the break type a user clocked out for

User may change the type of break (rest or meal) that a user clocked out for (Time Clock) 

27

Can change the job a user clocked in to work

User may change the job that a user used to clock in to work (Time Clock) 

37

Can change the ownership of a session

User may change the ownership of a session (Location Manager) 

26

Can change the time punched in or out

User may change the time clocked in or out in Time Clock

25

Can clock in or out

User may clock in or out on time clock 

77

Can clock out without cashout (user not required to cashout before clock out)

User with open checks can clock out without first performing a cashout 

54

Can create delivery order

User may create a delivery order

55

Can create take-out order 

User may create a take-out order 

29

Can delete a clock in or clock out

User may delete a clock-in or clock-out record from time clock

74

Can edit declared tip amount

User can edit the declared tip on the time clock 

44

Can edit the location layout

User may edit the location layout (Location Manager)

34

Can expedite order item

User may expedite an order item

45

Can log in with keypad

User may log in with a keypad. This permission must be selected to log in order to log in without a mag card.

39

Can move the location of a session

User may move the location of a session (Location menu: Move Table) 

38

Can override ownership of any session

User may override the ownership of a session

42

Can refund a deposit

User may refund a deposit

41

Can reopen a closed session

User may reopen a closed session

56

Can store credit card on file

no longer supported; remove - OE-14739

31

Can use the time clock on behalf of any other user

User can adjust time records and other time clock info for others 

61

Can verify age

When menu items require age verification, user can verify age, then tap Verify Age to proceed with order (will print age verification chit) (Location Menu: Verify Age)

87

Do not send user data to third party

User data for this job will not be sent to third party

47

Enable user to create an Advance Order

User may create an advance order

79

Payment requires drawer assignment

User must be assigned to a drawer to take payment (Cashier Menu: Cash Drawer Assignment) 

49

User can add or remove gratuities

User is permitted to use payment adjustments to add or remove gratuities

73

User can override labor schedule

User can swipe manager card to  override labor schedule restrictions and allow early/late clock-in or clock-out

48

User can update number in party

User can update number of guests in party (Location Menu) 

40

User can void payments

User may void a payment (Adjustments) 

85

User is allowed to access multi-check transfer

Allows user to access multiple checks and transfer ownership to another user (e.g., shift change or work break).  (Cashier Menu: Multi-check Transfer) 

  • Only active checks (not finalized) will be available to be transferred

  • Checks can only be transferred to a user with a session for the current day

2

User is allowed to override a menu item price

NOT IMPLEMENTED (Price overrides/adjustments are performed through other features such as comp, discount) or site-level pricing. Remove - OE-14739

14

User is allowed to perform a no sale

User may perform a no-sale transaction (Location Menu)

1

User is allowed to perform the Finalize/Wipe and Swipe procedure

Enables Finalize feature for user. (Generally used by jobs that handle sales.)

 

Related articles

Add/Edit a Job