POS operators and permissions

Create a POS operator to be able to log in and perform sales.

When an operator is assigned to store, it must be done within the context of a unit called POS access. The things that will connect to it is:

1. Permission group (POS Access Group)

   A group containing one or more allowed operations. When a permission group connects to POS access unit, it means that the POS access will inherit all the operations that are allowed for that group. More than one permission group can be connected to any given POS access unit.

2. Operator

   An operator that will operate within this context. More than one operators can be added to a POS access unit.

The picture below illustrates a simplified example of units that are connected in order to give three operators different permissions to a store.

Operator

An operator is someone who operate the Centara POS and perform one or more operations depending on permission. An operator is allowed to a store by adding it to a Permission Access which in turn is added to a store. An operator owns the following properties:

• ID

  This is the ID of the operator

• Name

  The name of the operator as displayed in Centara

• Password

  Password as needed during log on to Centara

• Maximum percent discount

• Maximum amount discount

Operator cannot be add to a Permission Access unless the password property has been set first.

Permission access

Operations are executed in Centara via POS macros. If a POS macro is added to a POS access group, then it means that the macro can be executed in the context of that group. Click here to see a list of all available macros.

POS access group

POS access groups are a place to group together operations that are allowed within some given context.

There is really not much difference between POS ACCESS and POS ACCESS GROUP. Both units can be associated in the same way with permissions. Main difference is that only POS ACCESS GROUP can be added "on top of" POS access, giving the POS access all the permissions of the group. POS access groups can also be added "on top of" other POS access groups to derive permission from another POS access groups, and so on. Another difference is that only POS ACCESS can associated to a store.

In the STORE PERMISSION GROUPS screen there is a preset templates to create recommended permission groups.

• Restricted operator access group - Permissions for log-in and standard sale operations

• Store-manager operator access group - More open refund, discount, and void permissions, etc. Does not include log-in permissions.

When an operator tries to execute an operation for which he or she lacks permission a popup dialog will appear asking for manager credentials.

You can have store-managers use two accounts. One unprivileged for normal sales, and another for manager privileges. Having the manager level account without login permissions forces the operator to use the unprivileged account by default thus giving increased security at the cost of some convenience.