Setting Up Staff

Setting Up Staff


Creating New Staff:

1) Enter Maintenance
2) Press Staff
3a) To add a new staff member, press Add
3b) To edit a staff member, select their name and press Edit
4) Press on the blue button under the heading, Name
5) Enter the staff member's name and press Ok
6) Do the same for Initials
7) Press Set PIN number and enter a 2 - 6 digit pin, press Ok, 
    re-enter the PIN and press Ok

Next is setting the staff members security rights
8) Press None Assigned, a window for Security Options will open
At the bottom of the screen are some pre-set options, Administrator, Supervisor, Sales, Waiter, and none. See beow for details
9) Select the appropriate settings for this staff member
10) Press Ok to finish



Pre-set Security Levels:

Administrator: Has access to all settings and functions
Supervisor: Can do all functions of Sales, but cannot do any set up
Sales: Can do all functions of ordering and processing payments, but needs authorization for discounts, Cancels, refunds and Write-offs
Waiter: Can process orders, but cannot take payments


For details of each security option check out this article: Staff Security Options


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