How to Create and Manage Access Levels in Orchid POS

Setting Employee Permissions with Access Levels

Access Levels are groups of permissions for pages, modules, features, and functions that can be configured and assigned to employees.
This structure gives you full control over what each user can view and perform within Orchid POS.

Total Access is provided as a default option, but all other Access Levels are fully customizable.
You may create as many Access Levels as needed to match your store’s staffing structure.

Example of standard Access Level structure:

  • Total Access

  • Floor Manager

  • Sales Staff

  • Part-Time Employee

If an Access Level is created without any permission settings enabled and assigned to an employee, that user will only be able to process a very simple transaction in Point of Sale—without price adjustments 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. Navigate to Manage > Store Configuration > Employees > Access Levels.

  2. Click Create New Access Level.

  3. Name the Access Level at the top of the page.

  4. Select each permission you want employees with this Access Level to have.

  5. Click Add to save.

For detailed explanations of each permission, see the related article: Access Level Permission Options.



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