POS: Bar Tab - Restrict View

POS: Bar Tab - Restrict View

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Back Office

Navigation: Log into BO, and for your Store select User Management > Roles

On the Roles page:
  1. When creating a new Role (or updating an existing Role), select the POS dropdown section.


  2. Note the two toggles Open All Checks and View All Check Status.

  3. Enable the Open All Checks toggle by selecting its corresponding checkbox. When enabled, then the selected Role will have access to open all Employees Checks under Table Layout and Bar Tab.
    1. If disabled, the Role will not be able to open all others Checks.
       
  4. Enable the View All Check Status toggle by selecting its corresponding checkbox. When enabled, then the selected Role will have access to view all other Employees Checks under Table Layout and Bar Tab.
    1. If disabled, the Role will not be able to view others Checks.

POS

The Open all Checks and the View Others Checks toggles will function as configured for the Role under the Table Layout and Bar Tab in POS.


Scenarios

Examples of a Role's Access:
  1. The Open All Checks toggle and View All Check Status toggle are both enabled: Employees logged in as the Role can view and open all employee Checks in the Table Layout and Bar tab screens.

  2. The Open All Checks toggle and View All Check Status toggles are both disabled: Employees logged in as the Role can view only their particular Checks in the Table Layout and Bar Tab screens.

  3. The Open All Checks toggle is enabled and View All Check Status toggle is disabled: Employees logged in as the Role can only view their own checks in the Table layout and Bar tab screen.

  4. The Open All Checks toggle is disabled and View All Check Status toggle is enabled: Employees logged in as the Role can view all Employee Checks in the Table Layout and Bar Tab screen - but they will not be able to open the Checks, and attempting to will cause the 'Access Denied' alert to appear.

  5. Note: Phone Orders will work with existing functionality.

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