Eats365 POS

1. Log in to the Eats365 POS. 
2. At the top left, tap Settings .
3. Under Staff, tap Users and Permissions. Then, select Staff List.
4. At the top right, tap Add Staff.
5. Enter your staff member’s information.
6. Select a role for your staff member.
7. To grant your staff member access to the POS, turn on Active .
8. (Optional) To allow your staff member to use their staff card when logging in to the POS, tap Reset next to Card Identifier. Then, tap the staff card on the RFID machine or scan the code on the staff card using the barcode scanner.
   Note: Make sure you’ve added your staff member’s staff card number on the Merchant Portal before you proceed with this step.
9. At the top right, tap Save to confirm.

Merchant Portal (Classic)

1. Log in to the Merchant Portal. 
2. On the left panel, click on Staff. Then, select Staff List.
3. At the top right, click on +Add Staff.
4. Enter your staff’s information.

Within the Staff List, you can select which tool you want your staff to have access to. You can set up your staff’s access to the POS or the Merchant Portal.

Set up access to the POS

To set up your staff member’s access to the POS, follow the steps to create a Staff List and continue with the steps below:

1. Allow POS access . The POS Account tab appears at the top.
2. To set up your staff member’s POS account, click on POS Account. Then, enter the staff member’s login details.
3. (Optional) If you issue staff cards to your staff, enter the Staff Card Number. 
   Note: Once added, staff can use their staff card to log in to the POS.
4. Under Shop Access, assign a role for your staff.
5. To complete granting access to the POS, turn on Active .
6. At the top right, click on Save to confirm.

(Optional) Set up access to the Merchant Portal

To set up your staff’s access to the Merchant Portal, follow the steps to create a Staff List and continue with the steps below:

1. Allow Portal access . The Portal Account tab appears at the top.
2. To set up your staff’s Portal account, click on Portal Account.
3. Under Role, assign a Merchant Portal role for your staff. By default, you can choose between Merchant Admin or Merchant Staff only.
   Note: Depending on which role you choose, the staff member’s access to the Portal varies.
4. Send an invitation to your staff to complete the Portal account setup. 
   Note: The invitation is sent only after all the changes have been saved.
   1. Enter your staff’s email address.
   2. Choose an email language.
5. Under Shop Access, select which shop information the staff can view and manage in the Portal.
6. (Optional) Under Notification Status, select which notifications you want your staff to receive.
7. At the top right, click on Save to confirm.

List of Permissions

Use the table below to compare the different permissions available to a Merchant Staff and Merchant Admin. The following permissions are preset and can only be changed in the Admin Portal.

Reporting

Settings	Merchant Staff	Merchant Admin	Permissions
Overview			View
Sales Summary			View
Daily Closing Report			View, Export
Shift Report			View
Transaction Report			View, Export
Hourly Sales Report			View, Export
Sales By Period			View, Export
Sales By Item			View, Export
Returns Report			View, Export
Pay In and Payout			View, Export
Sales By Product Type			View, Export
Discount Report			View, Export
Incoming Customers Analysis			View, Export
Queuing Statistics			View
Reconciliation Report			View, Export
Item Sold Report			View, Export
Void Report			View, Export
Item Preparation Time Report			View, Export
Staff Performance Report			View, Export
Abnormal Payment Report			View, Export
Delivery Fee Report			View, Export
Custom Report			Export
Thailand Tax Invoice Report			View, Export
Weekly Sales Report			View, Export

Delete

Inventory

Settings	Merchant Staff	Merchant Admin	Permissions
Inventory			Edit
Inventory Adjustment Report			View

Delete

CRM

Settings	Merchant Staff	Merchant Admin	Permissions
Dashboard			View
Customer List			View
Customer Detail			View, Add, Edit
Import Customer List			Add

Delete

Menu Setup

Settings	Merchant Staff	Merchant Admin	Permissions
Modifier Preset			Merchant Staff: View, Edit Merchant Admin: View, Add, Edit, Delete
Item			Merchant Staff: View, Edit Merchant Admin: View, Add, Edit, Delete
Product Type			Merchant Staff: View, Edit Merchant Admin: View, Add, Edit, Delete
Category			Merchant Staff: View, Edit Merchant Admin:  View, Add, Edit, Delete
Custom Menu			Merchant Staff: View, Edit Merchant Admin:  View, Add, Edit, Delete
Kitchen Station			Merchant Staff: View, Edit Merchant Admin:  View, Add, Edit, Delete
Special Request Quick Keys			Merchant Staff: View, Edit Merchant Admin:  View, Add, Edit, Delete
Menu Action Log			View
Pickup Station			View, Add, Edit, Delete
Discount			View, Add, Edit, Delete
Tier Price			View, Add, Edit, Delete
Period Rule			View, Add, Edit, Delete
Membership Plan Rule			View, Add, Edit, Delete
Custom Rule			View, Add, Edit, Delete
Pricing Rule Group			View, Add, Edit, Delete
Tag			Merchant Staff: View, Edit Merchant Admin: View, Add, Edit, Delete
Tag Type			Merchant Staff: View, Edit Merchant Admin:  View, Add, Edit, Delete
All You Can Eat Menu			Merchant Staff: View, Edit Merchant Admin:  View, Add, Edit, Delete
Bulk Import			View, Upload

Delete

Taxes

Settings	Merchant Staff	Merchant Admin	Permissions
Tax Group			Merchant Staff:  View Merchant Admin:  View, Edit
Tax Type			Merchant Staff:  View Merchant Admin:  View, Edit

Delete

Staff

Settings	Merchant Staff	Merchant Admin	Permissions
Staff List			View, Add, Edit, Delete, Export
Time Clock			View, Edit
Staff Group Roles and Permissions			View, Add, Edit, Delete

Delete

Restaurant Settings

Settings	Merchant Staff	Merchant Admin	Permissions
Basic Information			View, Edit
Payment Settings			View, Edit
Media Group			View, Edit
Dine-In			View, Edit
Takeout			View, Edit
Queuing			View, Edit
Printing			View, Edit
Rounding			View, Edit
System Preferences			View, Edit
Other Device			View, Edit
Table Mapping			View, Edit
Online Ordering Setting			View, Edit
Table Map Setup			View, Edit

Delete

Integration

Settings	Merchant Staff	Merchant Admin	Permissions
Xero Integration			View, Add, Edit, Delete
FMH			View, Edit
SMS Notification			View, Edit

Delete

Permission Control

Settings	Merchant Staff	Merchant Admin	Permissions
Pending Request Permission			View, Add, Edit, Delete
Permission Control			View, Edit, Delete

Delete

Reservation

Settings	Merchant Staff	Merchant Admin	Permissions
General			View, Edit
Regular Capacity			View, Edit
Seating Preference			View, Edit
Special Capacity			View, Edit

Delete

Merchant Portal (New)

1. Log in to the Merchant Portal. 
2. On the left panel, click on Staff. Then, select Staff List.
3. At the top right, click on +Add Staff.
4. Enter your staff’s information.

Within the Staff List, you can select which tool you want your staff to have access to. You can set up your staff’s access to the POS or the Merchant Portal.

Set up access to the POS

To set up your staff member’s access to the POS, follow the steps to create a Staff List and continue with the steps below:

1. Log in to the Merchant Portal. 
2. Click on the POS Access tab. Then, allow POS Access .
3. To set up your staff member’s POS account, under POS Account Details, enter the staff member’s login details.
4. (Optional) If you issue staff cards to your staff, enter the Staff Card Number. 
   Note: Once added, staff can use their staff card to log in to the POS.
5. Under Shop Access, assign a role for your staff.
6. To complete granting access to the POS, turn on Active .
7. At the top right, click on Save to confirm.

(Optional) Set up access to the Merchant Portal

To set up your staff’s access to the Merchant Portal, follow the steps to create a Staff List and continue with the steps below:

1. Log in to the Merchant Portal.
2. Click on the POS Access tab. Then, allow Portal Access .
3. Assign a Merchant Portal role for your staff. By default, you can choose between Merchant Admin or Merchant Staff only. 
   Note: Depending on which role you choose, the staff member’s access to the Portal varies.
4. Select the restaurant group which the staff belongs to, if applicable. Otherwise, you may select the default option All.
5. Under Shop Access, select which shop information the staff can view and manage in the Portal.
6. Send an invitation to your staff to complete the Portal account setup. 
   Note: The invitation is sent only after all the changes have been saved.
   1. Enter your staff’s email address.
   2. Choose an email language.
7. (Optional) Under Notification Status, select which notifications you want your staff to receive.
8. At the top right, click on Save to confirm.

List of Permissions

Use the table below to compare the different permissions available to a Merchant Staff and Merchant Admin. The following permissions are preset and can only be changed in the Admin Portal.

Reporting

Settings	Merchant Staff	MerchantAdmin	Permissions
Overview			View
Sales Summary			View
Daily Closing Report			View, Export
Shift Report			View
Transaction Report			View, Export
Hourly Sales Report			View, Export
Sales By Period			View, Export
Sales By Item			View, Export
Returns Report			View, Export
Pay In and Payout			View, Export
Sales By Product Type			View, Export
Discount Report			View, Export
Incoming Customers Analysis			View, Export
Queuing Statistics			View
Reconciliation Report			View, Export
Item Sold Report			View, Export
Void Report			View, Export
Item Preparation Time Report			View, Export
Staff Performance Report			View, Export
Abnormal Payment Report			View, Export
Delivery Fee Report			View, Export
Custom Report			Export
Thailand Tax Invoice Report			View, Export
Weekly Sales Report			View, Export

Delete

Inventory

Settings	Merchant Staff	MerchantAdmin	Permissions
Inventory			Edit
Inventory Adjustment Report			View

Delete

CRM

Settings	Merchant Staff	MerchantAdmin	Permissions
Dashboard			View
Customer List			View
Customer Detail			View, Add, Edit
Import Customer List			Add

Delete

Menu Setup

Settings	Merchant Staff	MerchantAdmin	Permissions
Modifier Preset			Merchant Staff: View, Edit Merchant Admin: View, Add, Edit, Delete
Item			Merchant Staff: View, Edit Merchant Admin: View, Add, Edit, Delete
Product Type			Merchant Staff: View, Edit Merchant Admin: View, Add, Edit, Delete
Category			Merchant Staff: View, Edit Merchant Admin:  View, Add, Edit, Delete
Custom Menu			Merchant Staff: View, Edit Merchant Admin:  View, Add, Edit, Delete
Kitchen Station			Merchant Staff: View, Edit Merchant Admin:  View, Add, Edit, Delete
Special Request Quick Keys			Merchant Staff: View, Edit Merchant Admin:  View, Add, Edit, Delete
Menu Action Log			View
Pickup Station			View, Add, Edit, Delete
Discount			View, Add, Edit, Delete
Tier Price			View, Add, Edit, Delete
Period Rule			View, Add, Edit, Delete
Membership Plan Rule			View, Add, Edit, Delete
Custom Rule			View, Add, Edit, Delete
Pricing Rule Group			View, Add, Edit, Delete
Tag			Merchant Staff: View, Edit Merchant Admin: View, Add, Edit, Delete
Tag Type			Merchant Staff: View, Edit Merchant Admin:  View, Add, Edit, Delete
All You Can Eat Menu			Merchant Staff: View, Edit Merchant Admin:  View, Add, Edit, Delete
Bulk Import			View, Upload

Delete

Taxes

Settings	Merchant Staff	MerchantAdmin	Permissions
Tax Group			Merchant Staff:  View Merchant Admin:  View, Edit
Tax Type			Merchant Staff:  View Merchant Admin:  View, Edit

Delete

Staff

Settings	Merchant Staff	MerchantAdmin	Permissions
Staff List			View, Add, Edit, Delete, Export
Time Clock			View, Edit
Staff Group Roles and Permissions			View, Add, Edit, Delete

Delete

Restaurant Settings

Settings	Merchant Staff	Merchant Admin	Permissions
Basic Information			View, Edit
Payment Settings			View, Edit
Media Group			View, Edit
Dine-In			View, Edit
Takeout			View, Edit
Queuing			View, Edit
Printing			View, Edit
Rounding			View, Edit
System Preferences			View, Edit
Other Device			View, Edit
Table Mapping			View, Edit
Online Ordering Setting			View, Edit
Table Map Setup			View, Edit

Delete

Integration

Settings	Merchant Staff	Merchant Admin	Permissions
Xero Integration			View, Add, Edit, Delete
FMH			View, Edit
SMS Notification			View, Edit

Delete

Permission Control

Settings	Merchant Staff	Merchant Admin	Permissions
Pending Request Permission			View, Add, Edit, Delete
Permission Control			View, Edit, Delete

Delete

Reservation

Settings	Merchant Staff	Merchant Admin	Permissions
General			View, Edit
Regular Capacity			View, Edit
Seating Preference			View, Edit
Special Capacity			View, Edit

Delete

Eats365 POS

1. Log in to the Eats365 POS. 
2. At the top left, tap Settings .
3. Under Staff, tap Users and Permissions. Then, select Staff List.
4. Select the name of the staff member that you want to update the information. Tap the three dots , then tap Edit .
5. Update your staff member’s information.
6. At the top right, tap Update to confirm.

Merchant Portal (Classic)

1. Log in to the Merchant Portal. 
2. On the left panel, click on Staff. Then, select Staff List.
3. Next to the staff’s name that you want to update the information, click on Edit .
4. Update your staff’s information.
5. At the top right, click on Save to confirm.

Merchant Portal (New)

1. Log in to the Merchant Portal. 
2. On the left panel, click on Staff. Then, select Staff List.
3. Next to the staff’s name that you want to update the information, click on Edit.
4. Update your staff’s information.
5. At the top right, click on Save to confirm.

Eats365 POS

1. Log in to the Eats365 POS. 
2. At the top left, tap Settings .
3. Under Staff, tap Users and Permissions. Then, select Staff List.
4. Select the name of the staff member that you want to remove from the list. Tap the three dots , then tap Remove.
5. Tap Delete to confirm.

Merchant Portal (Classic)

1. Log in to the Merchant Portal. 
2. On the left panel, click on Staff. Then, select Staff List.
3. Next to the staff’s name that you want to remove from the list, click on Delete . A prompt appears to confirm if you want to delete the Item.
4. Click on OK to confirm.

Merchant Portal (New)

1. Log in to the Merchant Portal. 
2. On the left panel, click on Staff. Then, select Staff List.
3. Next to the staff’s name that you want to remove from the list, click on Delete . A prompt appears to confirm if you want to delete the Item.
4. Click on Confirm to delete.