Home > POS Management > Tills > Screen Shots/Explanations > Profile - Security
This section contains a number of fields to control access to various DynaPOS features. For each feature, a security level can be set. The operator's security must be equal to or greater than this level in order to access the feature. The exception to this is the Cancel Sale security level. This button is always seen. However, if the operator's security is not high enough, the system asks for another user to logon. This other user must have security equal to or greater than the required security.
Figure: Example Tills Screen
The grid on the left of the screen shows the available security groups. The grid on the right shows the various POS functions that can be secured.
Each function has a + next to it. Press the + to expand the function. This will show the security groups that can access this function. If no security groups are listed, anyone can access the function. To secure the function, click on a security group and drag it over and drop it on the function's group list. To delete a security group for a function, highlight the security group in the function and press Ctrl+Del.
The following is a list of the security options that can be set on a till. The Visibility column refers to what will happen if a user does not have security.
Authorise |
The option is visible to all users. When it is selected by a user who doesn't have security, the POS will ask for the logon code of an authorising user (some one who does have security). Once a valid code has been entered, the function will continue. |
Error |
An error message will be displayed. |
Hide |
The button or field will be hidden from the user. |
No Edit |
Details will be displayed but the user will not be able to change them. |
It is useful to have a security group called 'Not used'. If you don't want anyone to use a feature, drag the 'Not Used' group to that security option.
Security Option |
Description |
Visibility |
Abused |
Not currently used. |
- |
Account Payment |
Controls whether user can select the Account Payment function. |
Hide |
Add Account |
Allowed to add an account to a customer. |
Hide |
Add Customer |
Not currently used. |
- |
Adjust Till |
Controls whether user can select the Till Adjustments function. |
Authorise |
Allowed To Make Sales |
If you have staff members who only need to log on to the till to clock in, those security groups that will perform sales need to be added to this function. So if there are no security groups attributed, all users who log on will open up into sales. If security groups are attributed to this function, any user associated to one of these security groups will open up into sales when they logon. |
Hide |
Alter Item Modifiers at POS |
If you set this you will have to sign on as an authorised operator whenever you click the Add / Delete buttons to modify the modifiers. |
|
Alter Item Tax at POS |
Controls whether the user can change the tax group applied to an item. |
|
Ask Delivery - Other Store |
When the user is asked for delivery options, is the Other Store option visible? |
Hide |
Ask Delivery - Supplier |
When the user is asked for delivery options, is the Supplier option visible? |
Hide |
Ask Delivery - This Store/Order |
When the user is asked for delivery options, is the This Store/Order option visible? |
Hide |
Ask Delivery - This Store/Transfer |
When the user is asked for delivery options, is the This Store/Transfer option visible? |
Hide |
Ask Delivery - Warehouse |
When the user is asked for delivery options, is the Warehouse option visible? |
Hide |
Brazil Manual Sales |
Controls if the fiscal Manual Sales option is shown. |
|
Brazil Sintegra File |
Controls the visibility of the Sintegra File option. |
|
Can Accept Payment |
Controls who can make a payment on a transaction. For example, table servers would not have security but cashiers would. |
Hide |
Cancel EFTLink Transaction |
Controls whether the Cancel EFTLink button is displayed as opposed to the Supervisor password method. |
Authorise |
Cancel Item |
Controls whether a user can cancel an item. |
Authorise |
Cancel Printed Item |
Controls whether a user can cancel an item which has already been printed to a kitchen printer. |
Authorise |
Cancel Sale |
Controls whether a user can cancel a sale. |
Authorise |
Cash In/ Float |
Allowed to select Cash In when doing a till adjustment? |
Authorise |
Cash Out/ Float |
Allowed to select Cash Out when doing a till adjustment? |
Authorise |
CESS/Service |
Not currently used. |
- |
Change Customer |
Not currently used. |
- |
Change Float |
When a shift starts and the POS asks for a float, this controls whether or not the user is allowed to override the float by pressing the Change Float button. |
Authorise |
Change Price |
Controls if the user is allowed to change the price of an item. |
Authorise |
Change Price Selection |
When a user changes a sell price, POS can display the five current sell prices as buttons from which the user can choose. This option controls whether those buttons are displayed or not. |
Hide |
Change Quantity |
Controls whether a user is allowed to change the quantity of item. |
Authorise |
Change Return Price |
Controls if the user is allowed to change the price of an item on a return transaction. |
Authorise |
Change Return Price Selection |
When a user changes a sell price, POS can display the five current sell prices as buttons from which the user can choose. This option controls whether those buttons are displayed or not. |
Hide |
Change Till |
Controls whether a user can select the Change Till function. This is used by people who set up alternative tills on the same hardware device. |
Hide |
Change Transaction User |
Controls whether a user is allowed to change the user that owns a transaction. A manager could use this to re-assign a task from one server to another. |
Hide |
Clock In/Out |
Controls whether a user can select the Clock In/ Out function. |
Hide |
Close Shift |
Controls whether a user is allowed to close a shift. |
Hide |
COD |
Controls whether a user can select the Cash On Delivery function. |
Hide |
Config Reload |
Controls whether a configuration reload can be performed. |
|
Cost Search |
Not currently used. |
- |
Customer Order |
Controls whether a user can select the Customer Order function. |
Hide |
Customer Tax# |
Not currently used. |
- |
Discount |
Controls whether a user is allowed to access the discount functions to give manual discounts. Note, you can also set security on specific discounts rather than stop access to discounts altogether. See Discounts for more details. |
Authorise |
Edit Customer - Loyalty |
Is the user allowed to edit details for Loyalty customers? A Loyalty customer is one whose Customer Type is NOT in the Non-Loyalty or Staff categories in System Settings. |
No Edit |
Edit Customer - Non-Loyalty |
Is the user allowed to edit details for Non-Loyalty customers? A Non-Loyalty customer is one whose Customer Type is in the Non-Loyalty or Staff categories in System Settings. It is usually used for new customers and customer s who have not yet joined the loyalty program. |
No Edit |
Edit Customer - Staff |
Is the user allowed to edit details for Staff customers? A Staff customer is one whose Customer Type is in the Staff categories in System Settings. Staff customers are those that have been set up for each member of staff so they can get special discounts. |
No Edit |
EFTPOS Journal |
Controls access to the EFTPOS Journal function (only available for some EFTPOS devices). |
Hide |
EFTPOS Settlement |
Controls access to the EFTPOS Settlement function (only available for some EFTPOS devices). |
Hide |
Electronic Audit |
Allow the user to view the local Electronic Audit |
Hide |
Exchange |
Controls whether a user can select the Exchange function. |
Authorise |
Exchange Single Item from Transaction |
Controls whether a user can select an individual item from the transaction in the Exchange function. |
|
External Payment |
Allows the user to start an External Payment activity. |
Hide |
Fiscal Menu |
Controls if the Fiscal Menu is shown. |
|
Gift Card Balance Enquiry |
Allows the configuration of users that can perform gift card balance enquiries. |
|
Gift Card Purchase |
Allows the configuration of the users that can sell and top-up gift cards. |
|
Head Office Check Bad APN |
If an is scanned but not found and the department sale window is displayed, their is a HO Check button which will check to see if the item exists at head office. This option controls access to that button. |
Hide |
Head Office Item Search |
When doing an item search, if the item is not found, you can perform a search for the item at head office. This option controls access to that button. |
Hide |
Hold |
Is the user allowed to put a transaction on hold? |
Hide |
House Pour |
Controls access to the House Pour button at POS. |
Hide |
Initialise Belgium Fiscal |
Controls access to the initialise option for the Belgium Fiscal. |
|
Item Allocations |
Controls access to the Item Allocations button on the item search. |
Hide |
Item Exchange |
Controls whether a user is able to select an item and then exchange it using the Modify |Exchange button. |
Authorise |
Item Reload |
Controls whether an item reload can be performed. |
|
Item Search |
Can the user do an item search when the Search button is pressed? |
Authorise |
Layby |
Controls whether user can select the Layby or Layaway function. |
Hide |
Local Setup |
|
|
Lock Till |
Can the user lock the till using the Lock Till button? |
Hide |
Lost Sale |
Controls whether user can select the Lost Sale function. |
Hide |
Member Points |
Controls whether user can select the Member Points function. |
Hide |
Menu Item Countdown |
Controls whether user can select the Menu Item Countdown function. |
|
Merge Table |
Controls whether a user is allowed to merge tables together. |
Authorise |
Multiple Cashdrawer Use |
If cashdrawer selection is being used when an operator logs on, this option will control whether an operator can log in on another terminal before doing a z-read on their current terminal. |
Error |
No Sale |
Controls whether user can select the No Sale function. |
Hide |
Non-original Tender in Return |
|
|
Order Method Head Office |
Not currently used. |
- |
Order Method Purchase Order |
Not currently used. |
- |
Order Method Transfer |
Not currently used. |
- |
Override Transaction |
Controls whether user can select the Override function to perform a price override from POS. |
Hide |
Paid In |
Allowed to select Paid In when doing a till adjustment. |
Authorise |
Paid Out |
Allowed to select Paid Out In when doing a till adjustment. |
Authorise |
Price Level |
Allow the user to change the current price level. |
Hide |
Print Gift Receipt |
Controls whether user can print a gift receipt (no prices shown). |
|
Quote |
Controls whether user can select the Quote function. |
Hide |
Recall |
Controls whether a user is allowed to recall transactions. |
Hide |
Refund |
Controls whether a user can select the Refund function. |
Hide |
Reprint Receipts |
Controls whether a user is allowed to reprint a receipt. |
Authorise |
Return |
Controls whether a user can select the Return function. |
Authorise |
Return Single Item from Transaction |
Controls whether a user can select an individual item from the transaction in the Return function. |
|
Service |
Controls whether a user can select the Service function (for doing repair type services). |
Hide |
Shutdown |
Controls whether a shutdown can be performed. |
|
SOH Enquiry |
Can the user access the SOH Enquiry on the item search screen? |
Hide |
Stock Adjustment |
Controls whether a user can select the Stock Adjustment function. |
Hide |
Supervisor |
Controls whether a user can access the Supervisor menu. The user will still be asked for a password to access the area. |
Hide |
Survey Mode |
Gives user ability to turn surveys on or off at a till. |
Hide |
Tax (CESS/Service) |
Controls whether user is able to alter the CESS and/or service fees on a transaction. If user has security, the option will be displayed when the payment button is pressed. |
Hide |
Till Declaration |
Controls whether user can select the Till Declaration function. |
Hide |
Training |
Is a user allowed to switch between normal and training modes? |
Hide |
Transfer |
Controls whether user can select the Transfer function. |
Hide |
Unlock Transaction |
Sometimes a transaction can be locked by another user and doesn't get unlocked for further use. The Unlock Transaction button on the recall window can be used to unlock these transactions. This security option controls access to that button. |
Hide |
User Messaging |
Controls access to the POS BE messaging at the POS. |
Hide |
View Any User's Transactions |
When the recall button is used to list available transactions, this option controls whether or not a user can see all transactions or only this belonging to themselves. |
Hide |
View COGS |
Not currently used. |
- |
View Competition Sells |
Controls whether the Competition Sells button on the cost info screen is available. |
Hide |
View Correct Costs |
When viewing the cost analysis of an item at POS, the user will see invoice, landed and final costs. This security option controls whether or not the user will be allowed to see the final costs of the item. |
Hide |
View Cost Info |
Controls whether the Cost Info button is available on the item search screen to view the cost details for the item. |
Hide |
View Costs For FIFO |
When an item with serial number tracking is sold, POS will display a list of the available serial numbers. This option controls whether or not the user is allowed to see the cost associated with each serial number. |
Hide |
View Customer |
Not currently used. |
- |
View Rental Calcs |
Not currently used. |
- |
VIP Loyalty Capture |
|
|
X-Read |
Allow the user to start a X-Read. |
Hide |
Z-Read |
Allow the user to start a Z-Read. |
Hide |
Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |