How should I set my Access Permissions?
- Bryan Alborough
Below is a list of access permissions that are recommended as a minimum for most stores. This is only a guide, and permissions should be tweaked to allow for the best efficiency of work in the store while still retaining security.
For more detail on what each access permission controls, see the Aura Backoffice Manual, under the List of Access Permissions on Page 197.
The manual can be downloaded here:
Driver
Drivers should only ever be able to assign orders to themselves, as that will be their only interaction with the Aura system:
To Assign Driver |
Cashier
The cashier's permissions allow them to process orders and give them the ability to edit the invoice before receiving payment only. They can assign orders to drivers, and they have no control over how shifts are started or cashed up.
To Access The Menu Item Selector |
To Adjust Invoice Line Quantity |
To Assign Driver |
To Process a Credit Card Transaction |
To Process Invoices |
To Delete Unsaved Invoice Line |
Waiter
Waiters are only able to process their own table orders. They have the ability to modify invoices after they've been saved. They have no control over how shifts are started or cashed up.
To Access The Menu Item Selector |
To Adjust Invoice Line Quantity |
To Process a Credit Card Transaction |
To Process Invoices |
To Delete Unsaved Invoice Line |
To Close A Table |
To Edit An Already Assigned Table |
To Modify Invoices |
To Void An Invoice Line |
To Split or Group an Invoice |
Manager
Managers have the ability to control shifts and cashup on Invoicing. They have access to Backoffice, it's stock recording pages, employee management, and reports. They do not have access to system settings, access control or to change the set menu and stock items.
To Access The Menu Item Selector |
To Adjust Invoice Line Quantity |
To Assign Driver |
To Process a Credit Card Transaction |
To Process Invoices |
To Delete Unsaved Invoice Line |
To Close A Table |
To Edit An Already Assigned Table |
To Modify Invoices |
To Void An Invoice Line |
Close Any Table |
To Abandon An Invoice |
To Access Expense Payments |
To Access Menu Items |
To Access Stock Items |
To Add An Expense Payment |
To Authorise a Transaction Refund |
To Authorise Any Staff Meal |
To Authorise Discounts |
To Browse Old Invoices |
To Browse Shop Cashup Data |
To Cashup a Waiter |
To Change Invoice Allocation Between Waiters |
To Change Reports Favourites |
To Close Off Someone Else's Till Shift |
To Confirm Credit Card Override |
To Convert Collect Order To Delivery |
To Convert Delivery Order To Collect |
To Delete A Customer Record |
To Discard Stock |
To Do a Partial Quantity Adjustment |
To Edit An Already Assigned Invoice |
To Edit or Delete an invoice line |
To Edit Stock Take within 24 hours of posting |
To End A Till Shift |
To Exit GUI View |
To Lock A Till Shift |
To Maintain Employee Details |
To Maintain Employee Passwords |
To Manufacture Stock |
To Mark Any Invoice as a Late Delivery |
To Modify Cashup Entries |
To Modify Credit Card Cashup Entries |
To Monitor Activity |
To Monitor Daily Sales |
To Monitor Staff Attendance |
To Monitor Staff Performance |
To Monitor Staff Statistics |
To Open The Till |
To Open The Till for Inactive Shift |
To Over-Ring An Invoice |
To Override Price in an External Stock Transfer |
To Override Time Warning |
To Partially Pay From Till |
To Perform A Backup |
To Perform A Stock Take |
To Pickup All Tables |
To Post a Till Cashup |
To Post Shop Cashup |
To Print Old Invoices |
To Print Stock Manufacture Slip |
To Process a Food Refund |
To Process A Staff Meal Discount |
To Process Grvs |
To Re-Print An Invoice |
To Reprint A Credit Card Slip |
To Reprint A Stock Manufacture Slip |
To Run Backoffice |
To Run GUI Designer |
To Run Order Manager |
To Run Street Sweeper |
To Split or Group an Invoice |
To Transfer Stock |
NB: The above permissions do not include report permissions. When looking through the access permissions in BackOffice, reports related permissions will be seen in a format such as "To Run <name> Report". For example: "To Run Gross Profit Report", "To Run Stock Variance Report", etc. These report permissions should, for the most part, be granted to the manager category. You may choose what reports are appropriate to deny or grant.