swvorti.blogg.se - Lightspeed access

#Lightspeed access how to#
#Lightspeed access full#

POS Printing - Allows a user to see the printing tab on the left hand side. Money In/Out - Allows a user access to the 'Money In/Out'option on POS - useful for recording your float or petty cash. If this is restricted, a user will still be able to delete an order not yet sent to production. Wastage - Allows a user to record wastage of stock ingredients or products from the POS.Īpply Discounts - Allows a user to apply a custom discount or a price adjustment that needs discount permissions.ĭelete Held Orders - Allows a user to delete held orders and printed items off any held order. Users will not be able to delete held orders - they’ll need the Delete Held Orders permission for that. (But if you have set up price adjustments to Require Discount Permission, then Apply Discounts under Advanced POS Permissions must be ticked.)Įdit Held Order - Allows a user to open and add items to or check out held orders. If this is off, the user won't appear as a user on the POS - great for accountants or stakeholders of a business who aren't actively selling.įinish Sale - If you restrict a user from finishing sale, they will still be able to create orders, just not take payment for them.Īpply Adjustments - Allows a user to apply a price adjustment to a product or sales total in POS.

POS Permission - This allows the user to access the POS. Basic POS Permissionsīy default, these basic permissions are enabled for each user you invite Note - You may need to toggle Is this user an admin? to No to if you cannot view the following settings. (switching this setting on does not give the user access to view invoices)

Receive Billing Alerts - Switching this setting on for a user will mean that any future Lightspeed billing alerts where Lightspeed were unable to charge the card/account on file will be sent to the user.

Naturally, not all staff would need this access since admin users can make changes that could affect all products, staff, and sites.

Is this user an admin? - When you grant admin access to a staff, they get access to all functions in the Back Office and Point of Sale.

Sites - If you have more than one site in this company, you can choose which sites users can access.

Tags - Similar to reporting with tags you can easily filter your staff by tags when reporting - such as with the Time & Attendance reportįor example, you could tag users as part-time or full-time or even by FOH or BOH to see your cost centres for labour reporting.

Note - Track staff sales & performance easily by configuring your register to prompt users to log in with their PINs after every sale. Whether or not the Is a pin required? is toggled to yes, staff will be prompted for their pin when clocking in & out. To change the pin for your staff member simply enter in a new pin and Save. This is turned on by default and the PIN is 1111.

PIN - This is the user’s PIN to access the POS.

Let's talk a bit more about these settings: Once the user settings page opens, scroll down to User Management Select the cog icon beside the user you want to editģ. From the Back Office, open the People pageĢ.

#Lightspeed access how to#

This guide covers how to manage permissions after you have added your staff as users.ġ.

#Lightspeed access full#

You get full control over what changes your staff can make and which parts of Lightspeed they have access to. Allow some to only take orders, but let others add discounts, give refunds and cash up. As your staff members grow with your business, you can assign permissions tailor-fit to their responsibilities.