Change User Permissions on SkyTab POS

Description: Review how to assign or remove employee or job permissions on SkyTab POS.

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• Employees Permissions
• Job Settings

Note: Select CTRL + F on your keyboard to search for specific permission within this article. 

Navigate to Manager > Settings > Users and select either the Jobs tab or Employees tab along the top of the screen.

Employees Permissions

To watch more how-to videos, visit our video section.

To assign permissions to each employee regardless of the Job type:

1. Navigate to Manager > Settings > Users > Employees.
2. Select the employee to edit from the left.
3. Tap on the + (plus sign) in the Permissions box in the lower right corner.
4. Selecting one or multiple permissions from the left column (Not Allowed) moves it to the right column (Allowed).
5. Tap on the Definition button to learn more about that permission.
6. Once your selections have been made, tap OK at the bottom to save the permissions for the selected user.
7. Tap Save.

Learn more about all of the possible permissions from this screen below. 

Access Accounting Settings

Allows a user to access the Accounting button on the Manager Settings tab.

• If allowed: User can navigate to Accounting Settings to create/edit Revenue Classes, Taxes, and Supplemental Fee.
• If NOT allowed: Displays a PIN Override dialog when attempting to access the Accounting Settings screen.

Permission Prerequisite: Access Manager Area

Access Business Settings

Allows a user to access the Business button on the Manager Settings tab.

• If allowed: Users can navigate to Business Settings, modify general settings, and set up ‘Reasons.’
• If NOT allowed: Users see a PIN Override dialog when attempting to navigate to Business Settings.

Permission Prerequisite: Access Manager Area

Access Hardware Settings

This allows a user to access the Hardware button on the Manager Settings tab.

• If allowed: User can navigate to the Hardware Settings screen, view terminal-specific information, modify terminal-specific options, and set up various peripheral devices.
• If NOT allowed: Displays a PIN Override dialog when attempting to navigate to Hardware Settings.

Permission Prerequisite: Access Manager Area

Access Manager Area

Allows a user to access the Manager activity screen and settings.

• If allowed: User can navigate to the Manager screen.
• If NOT allowed: Displays a PIN Override dialog when attempting to navigate to the Manager screen.

Access Manager Reports

Allows a user to access the Reports area on the Manager screen.

• If allowed: User can navigate to the Reporting screen and generate Reports.
• If NOT allowed: Displays a PIN Override dialog when attempting to navigate to the Reporting screen.

Permission Prerequisite: Access Manager Area

Access Menu Settings

Allows a user to access the Menu button on the Manager Settings tab.

• If allowed: User can navigate to the Menu Settings screen and create/edit the menu.
• If NOT allowed: Displays a PIN Override dialog when attempting to navigate to Menu Settings.

Permission Prerequisite: Access Manager Area

Access Order Settings

Allows a user to access the Order button on the Manager Settings tab.

• If allowed: User can navigate to the Order Type Settings screen and create/edit Order Types.
• If NOT allowed: Displays a PIN Override dialog when attempting to navigate to Order Type Settings.

Permission Prerequisite: Access Manager Area

Access Payment Settings

Allows a user to access the Payments button on the Manager Settings tab.

• If allowed: User can navigate to Payment Settings and create/edit Tender Types and Discounts.
• If NOT allowed: Displays a PIN Override dialog when attempting to navigate to Payment Settings.

Permission Prerequisite: Access Manager Area

Access Remove/Restore Tax

Allows a user to use the “Remove/Restore Tax” button on a ticket.

• If allowed: User can navigate to the Taxes/Gratuity button on an Open Ticket to add/remove Taxes & Gratuities.
• If NOT allowed: Displays a PIN Override dialog when pressing the Taxes/Gratuity button.

Access System Log

Allows a user to view the System Log.

• If allowed: Displays the System Log with the Hardware Settings screen.
• If NOT allowed: Displays a PIN Override dialog when attempting to navigate to the System Log.

Permission Prerequisite: Access Manager Area and Access Hardware Settings

Access Table/Reservation Setup

Not an active feature. Accesses the Table Layout and Reservation Configuration from the Settings area.

Access Ticket Settings

Allows a user to access the Tickets button on the Manager Settings tab.

• If allowed: User can navigate to the Ticket Settings screen.
• If NOT allowed: Displays a PIN Override dialog when attempting to access the Ticket Settings screen.

Permission Prerequisite: Access Manager Area

Access User Settings

Allows a user to access the Users button on the Manager Settings screen.

• If allowed: User can navigate to the User Settings screen and create/edit Jobs and Employees.
• If NOT allowed: Displays a PIN Override dialog when attempting to navigate to the User Settings screen.

Permission Prerequisite: Access Manager Area

Adjust Loyalty Points

Allows a user to adjust a loyalty member’s point balance.

• If allowed: Allows employees to adjust loyalty members’ point balance.
• If NOT allowed: Displays a PIN Override dialog when attempting to adjust loyalty members’ point balance.

Allow Drawer Sharing

Allows an employee to connect to a cash drawer that is already being used by another employee.

• If allowed: Employee can use cash drawer that is already being used by another employee.
• If NOT allowed: If the employee does not have this permission and a cash drawer is already opened by another employee, whenever the employee logs into the POS terminal, the Cash Drawer option will be missing on the Select Drawer to Use screen. 

Allow Manual Gratuity

Allows a user to manually add the gratuity to the ticket.

• If allowed: May add gratuity to the ticket manually.
• If NOT allowed: Unable to add gratuity to be added to the ticket manually.

Allow Manual Tip Pay Out

Allows a user to perform the manual Tip Pay Out drawer action when the "Non-Cash Tips are paid as wages" setting is enabled.

• If allowed: Allows employees to perform the manual Tip Pay Out drawer function when the "Non-Cash Tips are paid as wages" setting is enabled.
• If NOT allowed: Does not allow employees to perform the manual Tip Pay Out drawer function.

Allow Maximum Tip Override

Allows the user to override the maximum tip percentage limit.

• If allowed: The user can enter their PIN to override the Maximum Tip Percentage Limit set.
• If NOT allowed: If the tip amount exceeds the Maximum Tip Percentage Limit, a Manager must approve/override the maximum tip percentage.

Allow Multiple Drawers

Allow employees to connect to more than one cash drawer at the same time.

• If allowed: Employees can use more than one cash drawer at once.
• If NOT allowed: If the employee does not have this permission and has already selected one cash drawer on a different POS terminal, whenever the employee logs into a different POS terminal, the cash drawer option will be missing on the Select Drawer to Use screen. 

Allow Receipt Prints

Allows receipt prints.

Allow Remove Gratuity

Allows a user to remove the gratuity from the ticket.

• If allowed: May remove gratuity from the ticket.
• If NOT allowed: Unable to remove gratuity from the ticket.

Cash In

Allows a user to use the “Cash In” function on their drawer.

• If allowed: May use the Cash In option within the Cash Drawer Menu on Order Entry.
• If NOT allowed: Displays a PIN Override dialog when attempting to use the Cash In option.

Cash Out

Allows a user to use the “Cash Out” function on their drawer.

• If allowed: May use the Cash Out option within the Cash Drawer Menu on Order Entry.
• If NOT allowed: Displays a PIN Override dialog when attempting to use the Cash Out option.

Change Advantage Pricing

Allows a user to change the advantage price the customer pays when taking a payment.

• If allowed: May modify the advantage price when taking a payment.
• If NOT allowed: Displays a PIN Override dialog when pressing the TAKE PAYMENT button on an open ticket.

Change Item Price

Allows a user to change a menu item price from the menu item level functions on a ticket.

• If allowed: May modify the price of uncommitted line items.
• If NOT allowed: Displays a PIN Override dialog when attempting to save a change to the price of an item.

Note: The price of a committed line item cannot be modified regardless of permission.

Change Item Quantity

Allows a user to change a menu item quantity from the menu item level functions on a ticket.

• If allowed: May modify the sold quantity of uncommitted line items.
• If NOT allowed: Displays a PIN Override dialog when trying to save a change to the quantity of an item.

Note: The sold quantity of a committed line item cannot be modified regardless of permission.

Count Any Till

Allows a user to perform cash counts on tills that have not been removed.

Permission Prerequisite: Access Manager Area

Edit Customers

Allows a user to edit customers in the database.

• If allowed: User can navigate to the Customers screen and create/edit customers.
• If NOT allowed: Displays a PIN Override dialog when attempting to edit a customer

Enter CC Manually

This allows a user to enter a credit card manually.

• If allowed: May process a credit card using manual entry.
• If NOT allowed: Displays a PIN Override dialog when pressing the PROCESS button on the Manual Entry subsection of the Credit Payment Screen.

Edit User Timesheets

Allows a user to view and edit all employees’ time shifts.

• If allowed: User can enter the Timeclock screen, search for Employee Shifts, and edit their details.
• If NOT allowed: Displays a PIN Override dialog when attempting to navigate to the Timeclock screen

Permission Prerequisite: Access Manager Area

Manager Cash Count

Allows a user to perform a cash count on all cash drawers.

• If allowed: May perform a cash count on the Activity Screen to count/close selected Cash Drawer(s).
• If NOT allowed: Displays a PIN Override dialog when pressing Perform Cash Count on the Activity Screen.

Make Payments

Allows a user to make payments on tickets.

• If allowed: May take payments on a ticket.
• If NOT allowed: Displays a PIN Override dialog when pressing the TAKE PAYMENT button on an open ticket.

Manage Tickets

Allows the user to access the Manage Tickets section of the system housing the ability to split or combine tickets.

Manager Tip Adjust

Allows a user to perform a tip adjustment for all users.

• If allowed: May use the Adjust Tips button on the Manager Activity Screen to enter the Adjust Tips screen.
  • This employee will be able to see credit transactions from all users.
• If NOT allowed: Displays a PIN Override dialog when pressing Adjust Tips on the Manager Activity Screen

Modify Inventory Tracking

Allows a user to edit menu item tracking.

• If allowed: User can navigate to the Item Tracking subsection of Menu Settings to edit the Item Tracking settings for items or update the quantity on hand.
• If NOT allowed: Displays a PIN Override dialog when navigating to Item Tracking under Menu Settings.

Permission Prerequisite: Access Manager Area and Access Menu Settings

No Sale

Allows a user to use the “No Sale” button.

• If allowed: May use the No Sale option within the Cash Drawer Menu on Order Entry.
• If NOT allowed: Displays a PIN Override dialog when attempting to use the No Sale option.

Open Credit Refund

Allows a user to perform a refund towards a credit card not originally used to pay for a ticket.

• If allowed: May use Open Refund on the Activity Screen to start the Open Refund process.

Override Locks

Allows a user to override locks when prompted.

Perform Batch Settlement

Allows a user to use the Settle Batch button on the Manager Activity screen to send and process the transactions in the current batch for deposit.

Refund

Allows a user to refund a ticket.

• If allowed: May use Refund on the Completed section of Order Entry to start a refund.
• If NOT allowed: Displays a PIN Override dialog when pressing the Refund button.

Remove Cash Drawer

Allows a user to remove a cash drawer that they own.

• If allowed: May use the Remove Drawer option within the Cash Drawer Menu on Order Entry.
• If NOT allowed: Displays a PIN Override dialog when attempting to use the Remove Drawer option.

Reopen Completed Tickets

Allows a user to reopen closed tickets.

• If allowed: May use Reopen Ticket on completed tickets view to open closed tickets.
• If NOT allowed: Displays a PIN Override dialog when pressing the Reopen Ticket button.

Reprint Credit Card Slips

Allows a user to reprint credit card slips.

• If allowed: May use Print on Completed Orders to print a copy of any ticket's receipt(s).
• If NOT allowed: Displays PIN Override dialog when pressing the Print button on the Completed Orders Screen for any ticket that has one or more credit card payments on it; cannot re-print even the itemized receipt for a ticket paid with credit.

Resend Printed Items

Allows a user to resend already printed Items to be printed again.

• If allowed: Allows employees to resend already printed items to be printed again.
• If NOT allowed: Resend Item(s) button is grayed out.

Safe Drop

Allows a user to use the “Safe Drop” function on their drawer.

See Customers

Allows a user to view customers in the database. This removes the Customers tab from the Order Entry screen if not allowed per user login.

Transfer Tickets to Others

Allows a user to transfer tickets to another user.

• If allowed: May use Transfer on Order Entry to give ownership of tickets to other users.
• If NOT allowed: Displays a PIN Override dialog when attempting to transfer other users' tickets to themselves.

Transfer Tickets to Self

Allows a user to transfer tickets they do not own to themselves.

• If allowed: May use Transfer on Order Entry to take ownership of other users' tickets.
• If NOT allowed: Displays PIN Override dialog when attempting to transfer other users' tickets to themselves.

Use Discounts

Allows a user to apply discounts.

• If allowed: May apply discounts to tickets and items.
• If NOT allowed: Displays a PIN Override dialog when attempting to open the Ticket Level Discounts Menu or when selecting an item level discount.

User Cash Count

Allows a user to perform a cash count on a drawer that they own.

• If allowed: May use Perform Cash Count on the Employee Screen to count their Cash Drawer.
• If NOT allowed: Displays a PIN Override dialog when pressing Perform Cash Count on the Employee Screen.

User Tip Adjust

Allows a user to perform their own tip adjustment.

• If allowed: May use the Adjust Tips button on the Employee Screen to enter the Adjust Tips Screen
  • Employee can only see their own credit transactions.
• If NOT allowed: Displays a PIN Override dialog when pressing Adjust Tips on the Employee screen.

Void Items

Allows a user to void items on a ticket.

• If allowed: May use the Remove Item button with a line item selected to void out the item.
• If NOT allowed: Displays a PIN Override dialog when pressing the Remove Item button.

Void Tickets

Allows a user to void tickets.

• If allowed: May use the Void button from the Ticket screen to void the ticket.
• If NOT allowed: Displays a PIN Override dialog when pressing the Void button.

Void Transactions

Allows a user to void transactions.

• If allowed: May select payments on the Payment screen to void a payment on an open ticket.
• If NOT allowed: Displays a PIN Override dialog when selecting a payment from the Payment screen.

Job Settings

To watch more how-to videos, visit our video section.

Permissions can be assigned to each employee regardless of the Job type by navigating to Manager > Settings > Users > Jobs and tapping within the Security Settings box in the lower right corner. A definition button for the settings is located on the right of each setting, giving a brief description of what this setting allows the employees with this job to do.

Selecting one or multiple settings from the left column (not allowed) moves it to the right column (allowed). Once your selections have been made, tap OK at the bottom to save the settings for the selected job.

Learn more about each of the permissions from this screen below. 

Access Host Mode

Allows a user to access host mode.

• If allowed: Accesses the Host screen where you can interact with the Table Layout, Reservations Calendar, and Waitlist.
• If NOT allowed: The navigation option for the Host screen does not display.

Access Completed Tickets

Allows a user with this job to view and open recently closed tickets.

Access to all Tickets

The job has access to all tickets.

Allow Fast Pay

Allows a user to use the Fast Pay buttons.

• If allowed: Accesses the Fast Pay buttons on a newly created open ticket.
  • These buttons are replaced with the normal Open Ticket functions (Add Person, Split, Taxes/Gratuity, Print) when reopening an existing open ticket.
• If NOT allowed: Displays the normal Open Ticket functions.

Allow Grid View

Allows a user to see the ticket grid view and create tickets.

• If allowed: May operate as a normal employee.
  • Employees may access specific features and areas within the system based on their Employee Permissions.
• If NOT allowed: Accesses only the Employee page and no other areas of the system.

Allow Manual Weight Entry

Job has access to manually inputting weight for items sold by weight.

Auto Print Delivery Information on Transfer

Generates a Guest Check that contains customer information when a user transfers a ticket that has a customer attached to it to another user.

• If allowed: Prints a receipt every time they transfer a ticket with a customer.
• If NOT allowed: Does not print a receipt when they transfer a ticket with a customer.

Blind Job

Prevents a user from seeing any sales or payment information that happens with their cash drawer or employee bank.

Declare Tips at Clock Out

Requires a user to declare their cash tips before clocking out.

• If allowed: Displays a Declare Tips dialog after pressing Clock Out on the Employee page.
  • Use the NumPad to enter Cash Tips received during the shift.
• If NOT allowed: Does not prompt to enter Cash Tips.

Hold Kitchen Items

Allows a user to hold kitchen items on a ticket.

• If allowed: Accesses the Hold Item(s) button when an item is selected within an open ticket.
• If NOT allowed: Does not display the Hold Item(s) button.

Ignore Required Modifier Sets

Allows a user to ignore the required modifier set on a menu item.

• If allowed: Does not require modifier selections for required modifier sets.
• If NOT allowed: Requires modifier selection before you commit or apply a payment to a ticket.
  • If an attempt is made without modifier selections, the action will be blocked, and an error message will display.

Set House Account Threshold

Allows a user to modify the dollar limit threshold of a customer's house account.

• If allowed: May modify the House Account Threshold for customers using the Set Account Threshold button on the House Account section of the Customer screen.
• If NOT allowed: Displays a PIN Override prompt when pressing the Set Account Threshold button.

Show Hidden Menu Parts

Allows a user to view any menu part (Department or Item) currently hidden due to Menu Availability configurations.

• If allowed: Can view any menu part currently hidden due to menu availability configurations.
• If NOT allowed: Cannot view hidden menu parts.

Transfer Ticket on Scan

Allows a user with this job to scan a barcode on a receipt to transfer a ticket to themselves.

View / Print Shift Report

Allows a user to view or print their Shift Report.

• If allowed: Accesses the View Shift Report button on the Employee page.
  • Pressing this displays a Shift Report Slip on the screen and gives the option to print it out of the Local Receipt Printer.
• If NOT allowed: Does not display the View Shift Report button on the Employee Page.