Alto’s offers role-based access management. As a business owner, you can create roles with different sets of workflow permissions which gives you easy control over your employees in terms of access to Point of Sale and Back Office based on their duties.
- Go to the Back Office > Users > Access rights.
- Alto’s comes with 4 predefined user roles by default: owner, administrator, manager and cashier.
- The owner has all the possible rights at both the Point of Sale and the Back Office and can’t be edited, while the other three default roles can be edited.
- To create a new user role, tap the Add Role button.
- Enter the role name and then switch the corresponding toggle on to select the right workflow permissions for the user role.
PERMISSIONS – POINT OF SALE
Receipts
This option allows the user to view the most recent 5 receipts, while the “View all receipts” sub-option enables the user to view the entire list of receipts. When disabled, the user doesn’t have access to view receipts at all.
Apply discounts with restricted access
This option enables the user to apply restricted discounts when selling.
Change taxes in a sale
This option allows the user to change taxes applied to products when selling.
Change service charges in a sale
This option allows the user to change service charges when selling.
Perform returns
This option allows the user to accept returns and make refunds.
Manage all open tickets
This option gives the user a right to view and edit open tickets not only created by him-/herself, but also by other employees.
Void saved items in open tickets
The user can void open tickets when this option is enabled.
Remove items from open tickets
The user can delete products from open tickets when this option is enabled.
Shift
This option enables the Shift feature for employees in the Point of Sale.
View shift report
This option allows the user to view Shift history in the Point of Sale.
Reprint and resend receipts
When this option is disabled, the user is not able to reprint receipts and/or resend them by email to the requesting clients when necessary.
Charge
When this option is disabled, the user can create open tickets, but cannot complete the transaction by charging the client.
PERMISSIONS – BACK OFFICE
View sales reports
This option grants access to the Dashboard and the Reports menu of the Back Office admin panel.
Cancel receipts
This option gives the user a right to cancel receipts when necessary.
Products
This option grants access to work with the Products menu (Products, Ingredients, Modifiers and Discounts) of the Back Office admin panel.
Inventory
This option grants access to work with the Inventory menu (Purchase order, Transfer order, Stock adjustment, Inventory count, Productions, Suppliers, History, Valuation) of the Back Office admin panel.
Manage employees
This option grants access to add, edit or remove users. In addition to this, the Access rights sub-option enables the user to manage user access rights.
Manage customers
This option grants access to work with the Customers menu, so that the user can add, edit or delete customers.
Edit general settings
This option grants access to the Features submenu under Settings, giving the user the right to configure general settings.
Manage payment types
This option grants user access to configure payment types under the Settings menu.
Manage loyalty program
This option grants user access to set up/edit a bonus program for loyal customers under the Settings menu.
Manage taxes
This option grants user access to configure taxes under the Settings menu.
Manage dining options
This option grants user access to configure dining options under the Settings menu.
Manage printers
This option grants user access to add/configure printers (for receipts and barcode labels) under the Locations & Devices menu.
Manage stations
This option grants user access to add/configure stations under the Locations & Devices menu.
Manage POS devices
This option grants user access to add/configure POS devices under the Locations & Devices menu.
Manage CDS devices
This option grants user access to add/configure customer display devices under the Locations & Devices menu.
Manage KDS devices
This option grants user access to add/configure kitchen display devices under the Locations & Devices menu.
