To allow individual users of Cloud POS access to other products such as Cloud Reports, you can set up permissions from the Users page in the Back Office.
Brief Note on Creating or Editing Users
Only users with Administrator level are able to access the Users page to create or make changes to any cashiers. Please contact your system administrator if you are unable to access the Users page.
We've included some tables further down this article, which detail which reports are viewable by each access level.
To set up users with access levels
1) From the main menu in Back Office, expand the Users heading and then click on Users:
2) Next, click on the Product Access tab:
NOTE: To be able to delegate access to a user, you will need to have already created them as a user in the Users tab. If you are unsure how to do this, please see the Related Articles for guidance.
3) If the user to whom you wish to provide access does not already appear in the list, and you have confirmed the user has been set up on the Users tab, click on New and you'll see the following grid appear:
4) Choose the User 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 user and want to remove their access. By default, users will not have access to any external applications.
7) Click Save 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
| Report | Access Level |
| This Weeks Cover Report |
Administrator |
| Profit Summary by Channel |
Administrator |
| Store Dashboard | Administrator |
| Empire Dashboard |
Administrator |
| Year vs Year Growth Report |
Administrator |
| Year vs Year Growth Report - Previous 3 Years |
Administrator |
| Year vs Year Growth Report - Previous 5 Years |
Administrator |
Day 2 Day Financials
| Report | Access Level |
| Breakeven Analysis |
Administrator |
| Margin Detail Report |
Administrator |
| Top Performing Items | Administrator |
| Top Performing Items - Low Stock |
Administrator |
| Top Performing Items - Detailed |
Administrator |
| Current Stock Valuation |
Administrator |
| Current Stock Valuation - Detailed |
Administrator |
| Sales Within Departments Report |
Administrator |
| Sales By Style Report |
Administrator |
Ranging and Planning
| Report | Access Level |
| Seasonal Buying Planner - Pro User Only |
Administrator |
| Find Aged Stock - Pro User Only |
Administrator |
| Margin by Brand and Department - Pro User Only |
Administrator |
| Stock Turn Optimizer - Pro User Only |
Administrator |
| Workshop Labour Profits |
Administrator |
Ecommerce including eBay & Amazon
| Report | Access Level |
| Citrus-Store Orders |
Administrator |
CUSTOMER & STAFF PERFORMANCE REPORTS
Customer Reports
| Report | Access Level |
| Top Customers |
Cashier |
| Who Bought What | Cashier |
| Repeat Customers |
Cashier |
Staff Reports
| Report | Access Level |
| Average Transaction Value and Items per Transaction |
Administrator |
| Cashier Performance |
Administrator |
| Discount by Cashier |
Administrator |
| e-Receipts Data Collection Performance |
Administrator |
|
Time Clock Report
|
Administrator |
Customer Rewards
| Report | Access Level |
| Dashboard |
Cashier |
| Average Transaction Value (ATV) Report |
Cashier |
| Rewards Redemption |
Cashier |
|
Bonus Points Awarded
|
Cashier |
CLOUD POS REPORTS
Cloud POS - Inventory Reports
| Report | Access Level |
| Price List |
Cashier |
| Price List - Store Level |
Cashier |
| Price List - Negative Stock / Negative Margin |
Cashier |
| Barcode/Alias List |
Cashier |
| Items Without Barcodes/Aliases |
Cashier |
| Serial Numbers List |
Cashier |
| Item Movement Report |
Cashier |
|
Merged Items Report
|
Cashier |
| Stock in Transit | Cashier |
| Stock in Transit - Detailed |
Cashier |
| Purchase Order Lines Report - Open Orders |
Cashier |
| Purchase Order Lines Report - All Orders |
Cashier |
| Transfer Items List - Store Level |
Cashier |
| Offline Inventory Report |
Cashier |
|
Item Cost Change Report
|
Cashier |
|
Stock by Location
|
Cashier |
Cloud POS - Financial Reports
| Report | Access Level |
| Tender Summary Report |
Cashier |
|
Tender Detail Report
|
Cashier |
| Tax Breakdown Report |
Cashier |
| Outstanding Deposits on Cloud POS Orders |
Cashier |
| Drop/Payout Report |
Administrator |
| Outstanding Gift Vouchers Report |
Administrator |
| All Gift Vouchers Report |
Administrator |
| Deposits Moved Report |
Cashier |
Cloud POS - Sales Reports
| Report | Access Level |
| Sales by Country Report |
Administrator |
| Sales Rep Report |
Cashier |
|
Transaction Commission Report
|
Cashier |
| Workshop Mechanic Performance Report |
Administrator |
| Sales Over Time - QTY Sold - Pro User Only |
Administrator |
| Sales Over Time - Financial - Pro User Only |
Administrator |
| Licensed Item Sales Report |
Cashier |
|
Returns Report
|
Administrator |
|
Discount Report
|
Administrator |
Cloud POS - Customer Reports
| Report | Access Level |
| Accounts - Outstanding Credit/Debit Report |
Cashier |
| Customer Accounts with Balances |
Cashier |
| Account Payment History Report |
Cashier |
| All Customer Orders Report |
Cashier |
| Order Line Detail Report |
Cashier |
