Home > POS Management > Tills > Screen Shots/Explanations > Profile - Security

Tills - 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

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