Use and Edit Permission Groups in QSR & Delivery

Description: When editing the permissions of the system user, you can create groups of varying permission levels for ease of access by logging in to the system and navigating to Admin > Config Tools > Permissions. Learn more about what those groups are, how to create or edit them, as well as what each of the individual permissions entails below. 

---

Permissions Groups

After accessing the Permissions screen using an Admin username and password, you can see a list of “Groups.” Permission Groups are used to assign a set of permissions to an employee. Unlike Hospitality, we do not assign permissions directly to an employee on an employee-by-employee basis, but instead by assigning a group of permissions to a job.

The Permission Groups are also referred to as Access Levels. This is the level of access a group of permissions has been given, which is assigned to an employee and dictates what they can and cannot do within the POS system. Our databases come pre-programmed with five sets of permissions: NONE, ORDER TAKERS, MANAGER, DRIVER, and ALL ACCESS. However, you may add as many groups of permissions as you like.

Editing Permission Groups

In order to change the permissions, you must first access the group of permissions. From the Permissions page, you will see a current list of permission groups in the database. Find and select the group you wish to edit/change the permission settings for.

Once you’ve selected the group, you are able to view the permissions that the group does and does not have. If the group has permission to do something, there is a green checkmark. Adversely, if the group is unable to perform a function, there is a red X next to the permission. You can toggle these by selecting the green check (to turn permissions OFF) or the red X (to turn permissions ON).

List of Available Permissions for Permission Groups

• Access Password-Protected Groups: Allows the user to apply Menu-Item Discounts to validate the user is able to apply this discount to a ticket/item. 
• Access to Desktop: Allows the user to exit the QSR Desktop to access the Windows Desktop on any terminal. 
• Access Zone Setup: Allows the user to configure the Delivery Zones to set up the delivery charges. 
• All Above Discount: Allows the user to apply an All Above $/% Discount to a check (ie. Open Discounts).
• Allow an Edit Check after it has been paid: Allows the user to reopen a paid check and make edits to it. 
• Allow a User to Exit Default Screen: Allows the user to exit the QSR Software to the QSR Desktop. 
• Allow a User to view marketing information: This setting is not used in the QSR software. 
• Allow a User to Access System Health Information: This setting is not used in the QSR software. 
• Allow a User to Access Table Layout Manager: Allows the user to access Admin > Config Tools > Table Layout screen. 
• Allow a User to Access Update Bulls-eye Rewards: This setting is not used in the QSR software. 
• AM Deposit: This setting is not used in the QSR software. 
• Assign Cash Drawer Permissions: Allows the user to assign individual employees to a Cash Drawer. 
• Back Office Access: Allows the user to press the “Admin” button and gain access to that screen. 
• Calculator: Allows the user to access the Countdown Calculator underneath the Admin screen. 
• Can Add/Edit/View Staff Information: Allows the user to access Admin > Config Tools > Staff and make changes. 
• Can Change All Station Printer Configurations: Allows the user to access Admin > Config Tools > Database Settings > Printer Setup. 
• Can Un-Assign Deliveries: Allows the user to unassign a delivery from a driver who has been dispatched already. 
• Cashier Functions: Allows the user to access the Cash Drawer Functions screen. 
• Check out Driver/ & Access Driver Reports:  Allows the user to mark a driver’s shift has ended and view/access the driver’s reporting. 
• Count Down Calculator: Allows the user to access the Countdown Calculator from the Admin screen. 
• Credit / Gift Functions: Allows the user to accept Credit Card and Gift Card transactions. 
• Credit Card Return: Allows the user to access Admin > Credit button and perform a refund. 
• Customer Search: Allows the user to perform a Customer Lookup. 
• Daily Functions: Allows the user to access the Daily Functions buttons under the Admin screen. 
• Deferred Orders: Allows the user to access the “Delayed Orders” button under the Admin screen. 
• Delete Customers: This is not used by Shift4, but appears to allow the user to delete customer addresses. 
• Delete Record in House Account Manager: Allows the user to delete House Account records under Admin > House Accounts. 
• Dispatch Driver: Allows the user to dispatch a driver on a delivery route. 
• Driver Functions: Allows the user to access the Driver Summary section of the Admin screen. 
• Dynamic Discount Password: This setting is not used in the QSR software. 
• Dynamic Discount Manager: Allows the user to access Admin > Config Tools > Discount Manager. 
• Edit Bank: Allows the user to add a Bank to a Driver, Server or Cash Drawer. 
• Edit Message Boards: Allows the user to access Admin > Chalkboard and create/edit messages. 
• Edit Pay Rates: Allows the user to a Pay Rate underneath Time Clock Functions (requires additional Permissions). 
• Employee can access Edit Time Clock: Allows the user to access Admin > Time Clock Functions and view information. 
• Employee can allow a customer to submit a check: Allows the user to accept checks from a customer if the system requires customer selection for check payments. 
• Employee can delete Time Clock entries: Allows the user to access Admin > Time Clock Functions and make changes to the labor. 
• Employee can modify customer credits: Allows the user to edit or change Customer Credits. 
• Employee can modify tax exempt status: Allows the user to set up a Tax Exempt customer. 
• Employee can perform a register payout: Allows the user to perform a register Pay In or Pay Out. 
• Enterprise: This setting is not used in the QSR software. 
• Exit to Desktop Access: Allows the user to exit the QSR Desktop to access the Windows Desktop on any terminal or perform the Start of Day. 
• Get Help Support: Allows the user to access Admin > Tech Support section. 
• Global Configuration: Allows the user to access the System Settings & Station Settings. 
• Global/Station Configuration: Allows the user to access the Database Settings. 
• Hot Button 1-5: For a QSR SME only. 
• House Accounts: Allows the user to access Admin > House Accounts and view the records. 
• Input negative numbers into payout screen: Allows the user to enter a negative total when using the Pay In or Pay Out feature. 
• Input negative numbers into the special instructions: Allows the user to enter a negative total in the Comments box. 
• Lock/Unlock Customer Addresses: Allows the user to lock and unlock a customer’s address. 
• Manager Button: Allows the user to access the Manager button when editing a check (you will want to enable “Void Item” permission outlined below as well). 
• Menu: Allows the user to access Admin > Config Tools > Menu for menu modifications. 
• Online Ordering Times / Status: Allows the user to alter the Online Ordering Times and Status under the Admin > Daily Functions section. 
• Open Cash Drawer: Allows the user to pop the cash drawer outside of a sale. 
• Payout Descriptions: Allows the user to adjust Pay In or Pay Out descriptions underneath the Database Settings. 
• Pickup / Delivery Times: Allows the user to alter the Pickup / Delivery Times under the Admin > Daily Functions section. 
• PM Deposit: This setting is not used in the QSR software. 
• Pole Display Message: This setting is not used in the QSR software. 
• Printed Message: Allows the user to change the custom receipt footer on a check. 
• Recall Prev Day Check: Allows the user to access Admin> Recall Previous Day Check section. 
• Register Payouts: Allows the user to perform a Pay In or Pay Out from the Daily Functions section of the Admin screen (used in conjunction with other Pay In/Out Permission). 
• Reports: Allows the user to access the Admin > Reports section. 
• Reset Orders: Allows the user to reset the orders in the system for the current day. 
• Send Employee Messages: Allows the user to access Admin > Message Manager section. 
• Server Functions: Allows the user to access the Admin > Server Summary section. 
• SMS Messaging: Allows the user to access Admin > Config Tools > SMS Messaging screen. 
• Snap Shot Report: Allows the user to access the Admin > Now screen. 
• Submit Comp Meal Payments: Allows the user to apply the Comp Meal tender type to a check (requires Login/Logout Mode). 
• Submit Employee Meal Payments: Allows the user to apply the Employee Meal tender type to a check (requires Login/Logout Mode). 
• Submit House Account Payments: Allows the user to apply the House Account tender type to a check (requires Login/Logout Mode). 
• Submit Manager Meal Payments: Allows the user to apply the Manager Meal tender type to a check (requires Login/Logout Mode). 
• Submit Promo Payments: Allows the user to apply the Promo tender type to a check (requires Login/Logout Mode). 
• Submit Waste Payments: This setting is not used in the QSR software. 
• Table Service Access: Allows the user to access the Tables and Bar buttons from the QSR Main screen. 
• Touch Calibration: This setting is not used in the QSR software. 
• Un-Assign Drivers: Allows the user to remove a driver from a delivery check. 
• Update Global Street Names: This setting is not used in the QSR software. 
• Update Over/Short Data: This setting is not used in the QSR software. 
• Void All Payment Types: Allows the user to void Payments/Transactions from a paid check. 
• Void Item: Allows the user to use the Void Item and Void Check button (requires Permissions enabled for “Manager button”). 
• Voids Payouts Sales Categories: This setting is not used in the QSR software. 
• Z Report End Of Day: Allows the user to access Admin > Perform End of Day and use any of the functions within this section.