To allow individual users of Cloud POS access to other products such as Cloud Reports, you can set up permissions from the Cashiers page in Cloud POS backoffice.

We've included some tables further down this article, which detail which reports are viewable by each access level.

To set up cashiers with access levels

1)  From the main menu in Cloud POS backoffice, go to Setup and then Cashiers & Users;

2)  Next, click on the Product Access tab:

NOTE:  To be able to delegate access to a cashier, you will need to have already created the cashier in Cloud POS.  If you are unsure how to do this, please see the Related Articles for guidance.

3)  If the cashier to whom you wish to provide access does not already appear in the list, and you have confirmed the cashier has been set up on the Cashiers tab, click on New and you'll see the following grid appear:

4)  Select the Cashier you wish to set up with access, from the dropdown menu;

5)  In the Product Name field, select Cloud Reports from the dropdown menu;

6)  Select the required Access Level from the dropdown menu. There are three access levels: No Access, Cashier, and Administrator.

NOTE:  You only need to set the Access Level to No Access if you are editing an existing cashier and want to remove their access.  By default, cashiers will not have access to any external applications.

7)  Click Update to save your changes.  

What do the different access levels mean?

The tables below show which reports can be viewed by each access level:

RETAIL REPORTS

Dashboard Reports

Day 2 Day Financials

Ranging and Planning

Ecommerce including ebay & Amazon

CUSTOMER & STAFF PERFORMANCE REPORTS

Customer Reports

Staff Reports

Customer Rewards

CLOUD POS REPORTS

Cloud POS - Inventory Reports

Cloud POS - Financial Reports

Cloud POS - Sales Reports

Cloud POS - Customer Reports