Benefits of Limiting Access to POS Settings
While the Erply built in Cashier user group comes pre-configured to now allow sales people to access more configurations in the POS, it is also possible to create your own user group and configure it so that employees belonging to that user group do not have access to advanced POS configuration.
Advanced POS settings includes configuring tax information, company information and visual aspects of the POS.
Limiting Access to POS Settings
Limiting access to advanced POS settings is done through limiting access to employee configuration settings. The reason for that is because employee configuration itself is also available in the POS and it should not be available to cashiers who could not change the advanced aspects of the POS.
To limit this access, simply login to the back office and navigate to Settings -> User groups. Open the user group that you wish to limit POS advanced settings for.
Scroll down to Employee and make sure the Edit option is set to null.
Once the gear icon is clicked after this configuration is applied, the new settings are shown limited and the user will only be able to access basic settings to troubleshoot the POS in case of issues.
Frequently Asked Questions
Will basic settings interfere with sales?
Will limiting access to advanced settings remove functions that are needed for sales?
No. Before limiting access to advanced settings, an administrator must make sure to configure the POS to the optimal settings before removing advanced access to cashiers.
What's the actual difference between Advanced and Limited POS settings?
Advanced POS settings: A set of advanced settings available for administrators or users with higher access. These POS settings allow a manager or an admin to make numerous changes to products, employees, tax settings and company informations, etc.
Limited POS settings: A set of basic settings available for cashiers to make basic POS configurations needed for day to day operations. These settings include choosing the right printers or changing basic card swiper information such as the IP address in case it changes.