2. Fill in the employee profile by entering name, email, phone number and their roles, for example as Cashier, Manager or Administrator. Next, create your four digit PIN and tap Save.

3. You can turn the Back Office toggle on to provide back office access to the employee.

4. Employee access can be managed for each business location separately. Tap on line ‘No access’ in the Access locations section and tick locations you wish to provide access to the given employee and tap OK. Thus, you have assigned your employee to a particular business location(s) or a store(s).

5. Tap Save in the employee profile to save settings.

1. From the Back Office interface go to Users > User list > and click it. Select the employee profile that you want to edit.

2. Go to field PIN and change the existing PIN to a new one. Tap Save to accept changes.

Note: Such actions with a PIN number are usually performed by the owner or employees with appropriate access rights set in the Back Office.

1. In order to switch the user account from one employee to another without exiting from the Alto’s POS app, go to the main menu and click the vertical ellipsis (⋮) at the top and tap the Lock Screen button.

2. Next, a different user/employee can enter his or her PIN to the PIN pad and access the Alto’s POS app account.

3. Now, you can view which user is logged in to the app account by clicking the vertical ellipsis (⋮) at the top of the menu.

In Alto’s, employees with the right to manage POS devices (see User Access Management > Permissions – Back Office) can be granted access to screens via their email and password.

Below is how it can be done:

1. First, check and make sure that the user you are granting this access to has the right to manage POS devices as part of his/her role:
   1. go to Back Office > Users > Access rights;
   2. choose the role assigned to the user;
   3. make sure that the Manage POS devices checkbox is checked under the Back Office block. If it’s empty, check it and tap Save.

2. Now, go to Users > User list and tap/click on the user.

3. Tap the ✉️Send invitation to … link at the bottom of the screen. Please note that the link is displayed if and only if the Email field in the user information is filled.

4. An email with an invitation to create an account is sent to the user.

5. Now, by tapping Registration the user is redirected to the registration form, where he/she can create an account to access the Back Office and Point of Sale screens.

6. Once the user enters password and taps Sign Up, he/she will enter the Back Office screen.

7. The user can switch to the Point of Sale screen, if he/she is eligible, by tapping the vertical ellipsis button in the top right corner of the menu bar.

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.

1. Go to the Back Office > Users > Access rights.
2. Alto’s comes with 4 predefined user roles by default: owner, administrator, manager and cashier.

3. 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.
4. To create a new user role, tap the Add Role button.

5. 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.

Use your user 4-digit PIN number to access the POS interface. A login panel for entering a PIN appears during each login to the POS.

Each Alto’s POS user has a unique 4-digit number. PIN numbers are set when adding a new employee via the Back Office, Users > User list.

The Time clock feature allows you to accurately track your employees’ working hours and attendance.

Follow the steps below to start using the Time clock. But, before that, make sure that you have assigned PIN numbers for your employees as PIN authentication is required to start using the Time clock feature.

1. Once all the employees have Go to Back Office > Settings > Features.
2. Turn on the Time clock toggle switch. Save your changes and you’re all set to start tracking your employees’ working hours.

How to Clock in and Clock out (For Employees)

3. Go to the Point of Sale. On the PIN entry screen, tap the drop-down arrow, choose Clock in and enter your PIN.

4. A pop-up window with clock-in information appears. As soon as you confirm, your working hours begin.

5. As soon as you’re done, tap the vertical ellipses on the upper right corner of the menu bar and tap Clock out.

6. Enter your PIN.

7. Tap Confirm on the pop-up screen to clock out.

Worked Hours and Timecards

8. Go to Back Office > Users.
9. Tap Total worked hours to view summary data for each employee for a specified timeframe.

10. Tap Timecards to view the list of timecards for a specified timeframe.

11. Should a timecard be subject to correction, tap on it, enter the correct clock in and clock out data, then save it.

12. Similarly, new timecards can be created if necessary. To create one, tap the Add timecard (+) button, enter all the required data (employee, location, clock in and clock out data).

13. The app automatically calculates the total hours data. Save the timecard.