How to Manage Access Rights of Employees

The owner can give employees different access rights to the POS app (Play Market or App Store) and the Back Office. To do this, you can set up the users’ roles by assigning them to a certain group.

Enter the Back Office and open the 'Access rights' section in the Employee menu.

 'Access rights' section in the Employee menu   Pin

You can see the user groups with their roles. By default, there are four user groups with preset roles: Owner, Administrator, Manager, and Cashier. You can create a new group by clicking on the ‘Add group’ button.

the list of user groups


The owner has all the possible rights, which cannot be changed. All other groups can be edited.

You can assign a role to the employee during creation or change the role of existing employees.

There are two blocks of access rights: POS and Back office.

POS access rights

You can create a new group by clicking the ‘+ Add group’. The right to access POS is turned on by default and the right to access the Back office is disabled.

POS access rights


Fill in the Name field of a new role. Note that there cannot be two access groups with the same role name.
You can assign the access rights to the group using the checkbox.

View all receipts
When this option is disabled, the employee can only view the 5 most recent receipts. You can use this access restriction to forbid your employees to see and make refunds for older receipts. See details in Receipts List in the POS.

Apply discounts with restricted access
When this option is disabled, the employee does not have the right to use the restricted discounts. See details in How to Create and Configure Discounts.

Change taxes in a sale
When this option is disabled, the employee cannot change taxes, applied to the items during sale.

Perform returns
When this option is disabled, the employee cannot make refunds. Such an employee would not have the ‘Refund’ button in the edit receipt window in the Receipts section of the POS. See detail in How to Issue a Refund on Loyverse POS

Manage all open tickets
If enabled, the employee can view and edit open tickets created by other employees.

Void saved items in open tickets
Deselect if you want to forbid your employees from deleting saved open tickets or deleting items from them. See details in Open tickets

View shift report
You can select whether the employee can see the shift report with the expected amount of cash or not, during and when closing shift. See details in Shift Management in Loyverse POS

Open cash drawer without making a sale
If enabled, the employee will have the ‘Open cash drawer’ button in the menu at the Sale screen of POS. See details in How to Connect a Cash Drawer

Reprint and resend receipts
If enabled, the employee can reprint receipts and resend them via email

Manage items
If enabled, the employee can add and edit items and categories in the POS. See details in How to Add Items in the Loyverse Back Office

Change settings
Employees with this right can access the Settings at the POS, where it is possible to connect printers, CDS, and KDS.

Access to live chat support
Employees with this right can access chat support.

When an employee tries to access a function on the POS that they do not have the access to, the PIN-panel will be opened with the request to enter the PIN. After entering the PIN code of an employee who has access to the function, a one-time access is granted to the employee who does not have access to the function.

Back Office access rights

If you want to give the user group an access to the Back Office, switch on the Back Office in the form. After that, you will see the list of access rights to the Back Office.

Access rights to Back Office

Active checkbox opens access to the corresponding section of the Back Office.

View sales reports
Gives employees the right to access the Reports menu

Cancel receipts
Gives employees the right to access the Cancel receipts functionality in the Receipts section in Reports

Items (Manage items and inventory)
Gives employees the right to access the Items menu. In the case of an active Advanced Inventory subscription, it gives employees the right to access the Advanced Inventory menu.

Manage employees
Gives employees the right to access the Employees menu. 

Manage customers
Gives employees the right to access the Customers menu. See details in How to Work with Customer Base in the Back office

Edit general settings
Gives employees the right to access the Features section in Settings. See details in Setting Up Your Shop in Loyverse Back Office

Manage billing
Gives employees the right to access the Billing & subscription section. See details in How to Use Add-on Services of Loyverse POS

Manage payment types
Gives employees the right to access the Payment types section. See details in Configuring Payment Types in Loyverse POS

Manage loyalty program
Gives employees the right to access the Loyalty section in Settings. See details in How to Set Up a Customer Loyalty Program

Manage taxes
Gives employees the right to access the Taxes section in Settings. See details in How to Configure Taxes in the Back Office

Manage kitchen printers
Gives employees the right to access the Kitchen printers section in Settings. See details in Using Kitchen Printers with Loyverse POS

Manage dining options
Gives employees the right to access the Dining options section in Settings. See details in Dining Options

Manage POS devices
Gives employees the right to access the POS devices section in Settings.
This permission also allows them to sign in to POS using email and password. See details in How to Give Employees Access to Login into Loyverse POS through E-mail

Access to live chat support
Gives employees the right to access to live chat support
 

 

See also:

How to Add an Employee in Loyverse POS