Assign and manage employee permissions to control user access and actions across the Epos system.
Epos Employee Permissions
Employee permissions are assigned to user accounts in Salesforce under the Employee Permissions field. These permissions determine what actions staff members can perform within the Epos system, ensuring appropriate access control and security.
Core Epos Permissions
Epos Configuration
Allows users to access and modify Epos configuration settings.
When disabled: Configuration options are not available to the user.
Register Management
Grants access to register management operations including opening/closing registers and cash drawer controls.
When disabled: Users cannot perform register management functions.
Cash Movement
Allows users to perform cash drawer operations such as no-sale cash drawer opens and cash adjustments.
When disabled: Cash drawer operations are restricted.
Blind Cash Up
When enabled, hides cash values during register closure to prevent users from seeing expected amounts.
When disabled: Users can see expected cash amounts during register closure.
Special Products Permissions
Create Negative Balance Products
Allows users to create special products with negative values for custom refunds on historic bookings.
When disabled: Users cannot enter negative values when creating special products.
Use Case: Essential for processing custom refunds that don't fit standard refund workflows.
Override Product Configurations
Permits bypassing minimum/maximum days out and quantity restrictions configured on products during checkout.
When disabled: Users must adhere to all product configuration restrictions.
Payment Method Permissions
Cash
Enables cash payment acceptance in Epos transactions.
Credit Card
Allows credit card payment processing.
MOTO (Mail Order/Telephone Order)
Enables MOTO payment processing for phone/mail orders.
Payment Link
Allows generation and use of payment links for customers.
Skip Payment
Permits skipping payment collection (for comp/free transactions).
Voucher
Enables voucher payment acceptance and processing.
BACS
Allows BACS (bank transfer) payment method.
Check/Cheque
Enables check payment acceptance.
Financial Operations Permissions
Manual Discounts
Allows application of manual discounts to orders and individual items.
When disabled: Users cannot apply custom discount amounts.
Balance Transfer
Enables balance transfer functionality between accounts or bookings.
Tax Exemption
Allows users to apply tax exemptions to transactions.
When disabled: All transactions must include applicable taxes.
Can Pre-Auth
Permits pre-authorization of payment cards without immediate capture.
When disabled: Only immediate payment capture is available.
Can Use MOTO Deposits
Allows processing of deposits through MOTO payment methods.
Booking Management Permissions
Edit Bookings
Grants ability to modify existing bookings through the Epos system.
When disabled: Users can only view booking information.
Cancel Bookings
Allows cancellation of bookings with appropriate processing.
When disabled: Users cannot cancel bookings.
Override Membership Settings
Permits overriding membership-specific settings and restrictions.
Refund Permissions
Refunds
Enables processing of standard refunds for transactions and bookings.
When disabled: Users cannot process any refunds.
Refund to Voucher
Allows refunds to be processed as vouchers instead of original payment method.
When disabled: Refunds must go back to original payment method.
Additional Permissions
Send Invoice
Allows users to send invoices to customers directly from the Epos system.
Permission Implementation
Permission Checking
The Epos system checks permissions in real-time before allowing actions. When a user attempts an action they don't have permission for, the system will either:
- Hide the option entirely
- Display the option but show an error when attempted
- Prompt for supervisor authentication (elevated permissions)
Elevated Permissions
Some actions may require supervisor authentication even if the user has basic permissions. This provides an additional security layer for sensitive operations.
Permission Inheritance
Permissions are tied to the employee's account and remain consistent across all Epos devices and sessions.