Point of Sale Permission Levels

The default permission levels in Point of Sale CMS dictate which Point of Sale (POS) features are available to different roles.

Store Management

Manager Override: A manager's override will be required for this feature to be used by associates.
Configuration: To allow associates to have access or to set the limitations.
Comment: Additional info for the configuration flags.

Feature	Area Manager	Manager	Associate	Mgr Override
Safe Management	✔	✔
Create Till	✔	✔		✔
View Active Tills	✔	✔
Reconcile Till	✔	✔		✔
No Sale	✔	✔	✔	✔
Paid In	✔	✔		✔
Paid Out	✔	✔		✔
Pickup	✔	✔		✔
Order History	✔	✔	✔
Bank Deposit History	✔	✔	✔
Product Search	✔	✔	✔
Sale	✔	✔	✔
Return	✔	✔	✔	✔
Return Policy, Tender Mapping, Max Cash	✔	✔	✔
Mixed Cart	✔	✔	✔
Suspend a Sale	✔	✔	✔
Retrieve a Sale	✔	✔	✔
Void Cart	✔	✔	✔
Line Item Discount	✔	✔	✔	✔
Transaction Discount	✔	✔	✔	✔
Max Discount Amount
Promo	✔	✔	✔
Apply Coupons	✔	✔	✔
Quotes	✔	✔	✔
Edit Orders	✔	✔	✔
Cancel Orders	✔	✔	✔
Add New Customers	✔	✔	✔
Bank Deposit	✔	✔
Close Store	✔	✔
Analytics	✔ (Region View)	✔ (Store View)

Feature	Area Manager	Manager	Associate
Receive Inventory ASN	✔	✔	✔
Receive Inventory Manually	✔	✔	✔
Create Adjustments	✔	✔	✔
Post Adjustment	✔	✔	✔
Create Corporate Transfer	✔	✔	✔
Send Store to Store Transfer	✔	✔	✔
Create RTV	✔	✔	✔
Post RTV	✔	✔	✔
Create a Cycle Count	✔	✔
Create a Cycle Count Batch	✔	✔	✔
Post a Cycle Count	✔	✔
ASN Report	✔	✔	✔
Transfer Report	✔	✔	✔

Feature	Area Manager	Manager	Associate
Clienteling	✔	✔	✔
360 View of Customer	✔	✔	✔
Black Book	✔	✔	✔
Collections	✔	✔	✔
Tasks	✔	✔	✔
Messaging	✔	✔	✔

Feature	Area Manager	Manager	Associate
Pack Orders	✔	✔	✔
Ship Orders	✔	✔	✔
Complete Orders	✔	✔	✔

Configure Store Roles for Point of Sale
Manage roles, such as Store Manager and Store Associate, to define the responsibilities for each associate.
Permission and Roles Examples
Control store associate actions with manager overrides in the Point of Sale (POS) app.