Staff: Security Levels

Actions available on the Security Levels landing page include:

  • Report: Links to the "Staff Sharing Audit" report.

  • Edit Security Level: Select a security level from the list to edit.

  • + New Security Level: Allows the user to create a new security level.

  • Location: Location dropdown to access different locations.

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Security Level Screen

  • Name: Name of the security level.
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Options Tab

Option Description
Allow Excess Employee Card Usage Employee can authorize employee discount amounts that exceed those defined for the receiving employee
Approve Discounts Employee can apply discounts via the "Discount" button behavior that has "Requires Approval" enabled.
Approve Promotions Employee can apply promotions via the "Promotion" button behavior that has "Requires Approval" enabled
Delete Discounts Employee can delete discounts from any order
Delete Promotions Employee can delete promotions from any order
Approve Clock In Employee can authorize employees to clock in if job has "Requires Approval to Clock In" enabled, or the current time is outside of the allowable time variance for the employee's scheduled shift or break
Assign Charity Employee can execute the "Assign Charity" button behavior
Add Surcharges Employee can execute the "Surcharge" button behavior
Override Daily Loyalty Card Limit No longer supported as of March 31st, 2024
Delete Deposits Employee can delete deposits on future date orders
Delete Payments Employee can delete payments applied to any order
Force Authorization Employee can select the Voice button on the "Credit Card" payment dialog used for offline credit authorizations
Approve Order Request Time Employee can authorize future order request times that are outside of business hours defined in Options > Location
Can Close Orders Assigned to Delivery Drivers Employee can close open orders that are assigned to employees clocked in under a job with "Delivery Driver" enabled.
Can Adjust Tips from any Till Employee has access to all credit transactions via the "Adjust Tips" screen, rather than just the transactions processed on the till they currently have access to
Can Recall Orders Without Cash Drawer Assignment Employee can recall and edit an EXTERNAL(API) order from the Recall Order screen, even if they are not currently assigned to a cash drawer
Can Take Non-Cash Payments Without Cash Drawer Assignment Employee can adjust the tender of an EXTERNAl (API) order
Override Gift Card Limit Employee can override amount limitations on gift card transactions, issuance, and reload
Force Reconciliation Employee can authorize checkout when the declared cash amount is outside of the allowable variance
Manage Cash Drawers Employee can execute the "Manage Cash Drawers" button behavior
Override Max Tip Percent Employee can authorize tip adjustments that are greater than the allowable amount defined on the tender
Split Check Employee can execute the "Split Order" button behavior
Split Items Employee can split items from the "Split Order" screen
Void Items and Modifiers Employee can delete sent items and modifiers from any order
Approve Clock Out and Tip Declaration Employee can authorize clock-in and tip declaration for jobs that have "Requires Approval to Clock Out" enabled, or the current time is outside of the allowable time variance for the employee's scheduled shift or break
Delete Donations Employee can delete charities assigned to any order
Delete Surcharges Employee can delete surcharges from any order
Approve Checkout Employee can authorize other employees, whose job has "Requires Approval to Checkout" enabled, to execute the "Checkout" button behavior
Approve Loyalty Cards No longer supported as of March 31st, 2024
Reopen Orders Employee can reopen orders via the "Recall Order" screen, or by executing the "Reopen Order" button behavior
Can Open any Drawer Employee can execute the "Open Cash Drawer" button behavior for any cash drawer that is not public and they are not assigned to
Can Use Tills Owned by Others Employee can process transactions against tills assigned to other employees
Allow Enhanced Refunds Presents the employee with Enhanced Refunds workflow on the register.

Permissions Tab

Permissions granted to employees logged in under the security level. Permissions are defined on the Permissions page (see Permissions). Permissions may be assigned to security levels either here or in the Edit Permission dialog. Changing it in one place automatically changes it in the other.

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