Shift4 Customer Hub Permissions Overview

Description: Review the permissions for the Shift4 Customer Hub.

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ALL Permissions- enables all editable selections labeled below.

General Settings

• Old Dashboard: View the "Dashboard" tab in Customer Hub.
  • View gross sales, net sales, discounts, and taxes.
  • View open tickets.
  • View voided cash and credit card (CC) payments.
  • View processing details.
• Loyalty:
  • Manage Promotions.
  • Manage Programs.
  • Manage Discounts.
  • Manage Members.
• Risk:
  • Manage Block lists: Access the block list and add items to it.
  • Edit Risk Rules: Create and edit risk rules.
  • View Risk Rules: View existing risk rules.
• Location Overview:
  • View Batch History.
  • View Labor percentage.
  • View employee Status/Hrs.
• Invoices:
• Reporting:
  • Create Own Subscriptions.
  • View Reports.
• Transactions:
  • View Transactions.
  • Create transactions: Grayed out by default.
  • Refund transactions: Grayed out by default.
• Documents:
  • View monthly credit card statements.
  • View tax documents.
  • View notices.
  • Manage Statement Groups.
• Dashboard: View Dashboard.
• Marketplace: Access Marketplace.
• Customer Database: Manage Customers.
• Developers: Manage Developer Settings.
• Shift4Gift:
  • Access Shift4Gift.
  • Access Shift4Gift Orders.
  • Access Shift4Gift Reporting.
• Insights:
  • View Chargeback Insights.
  • View Auth Insights.
  • View Card Verify Insights.
  • View risk Insights.
• Internet Payments Disputes:
  • View Internet Payments Disputes.
  • Submit Internet Payments Dispute Evidence.
• Business Settings: Manage Day Parts and Revenue Centers.
• Payment Links:
  • View Payment Link Transactions.
  • Manage Payment Link URLs.
  • Grant Payment Link Management.

Product Settings

• InCharge App: Access the InCharge Mobile App.
• Shift4 Dine: 
  • Manage employees and jobs.
  • Manage the menu.
  • Manage accounting entries.
  • Change table layout.
  • Manage timeclock.
  • Access online ordering.
  • Access employee scheduling.
  • Manage reservations.
  • Manage tableside.
  • Manage tenders and discounts.
  • Manage customers.
  • Manage tip settings.
• Hospitality
  • Manage employees.
  • Manage the menu.
  • Manage item groups.
  • Manage choices and choice sets.
  • Manage reservations.
  • Access online ordering.
• Shift4 Duo: Manage Settings.
• Echo: Manage POS.
• Salon: Manage POS.

Support Settings

• Support:
  • Send messages to customer support.
  • View customer support contact info.
  • Send customer support tickets.
  • View support documentation and QRGs.
• Orders:
  • Place a supply order.
  • View a supply order.
  • View a POS order.

Multi-Location Settings

• Users: Grayed out by default.
• Publication: Allow Publish.

Reputation Settings

• Social Media:
  • Manage accounts.
  • Manage posts.
• Reputation Management:
  • Manage accounts.
  • Manage reviews.
• Customer Engagement: Access feature.