Setting Employee Permissions with Access Levels

Setting Employee Permissions with Access Levels

  • Access Levels are groups of permissions for pages, modules, features and functions that are set then assigned to employees.
  • This allows you to have full control over exactly what your employees can see and do within Orchid POS.
  • You must create at least one Access Level before you can start to create employee/user IDs.
  • Total Access comes as a default option but Access Levels are fully customizable.
  • You can have as many Access Levels as you like.
    • Example of standard Access Level structure:
      • Total Access
      • Floor Manager
      • Sales Staff
      • Part-time Employee
    • If an access level with no permission settings turned on is created then assigned to an employee, that user will be able to process a very simple transaction in Point of Sale without price adjustment or returns.
    • Only users with Total Access (including Owner ID and Manager IDs) can create and edit Access Levels.

Creating a New Access Level

  1. Go to Office > Back Office Settings > Access Levels
  2. Click Create New Access Level.
  3. Name the Access Level at the top of the page.
  4. Select each permission you’d like to grant an employee assigned this particular Access Level.
  5. Click Add to save.
  6. See related article Access Level Permission Options for information on what each option refers to.

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