Roles and Permissions
Table of Contents
Manage staff roles and permissions
Learn how to define your staff’s roles and allowed permissions on the Eats365 POS or on the Merchant Portal.
Roles determine what type of access level you can assign to an employee in the Eats365 POS. By default, the POS automatically sets the permission based on the role assigned to the staff member. You can change this later on in the POS settings.
In this article, you’ll learn about the different types of roles available on the POS, the permissions that you can grant to your staff, and how to manage your staff’s roles and permissions.
Types of roles
There are three roles that you can assign to your staff on the POS, which include:
- Cashier
- Supervisor
- Manager
These roles are preset in Eats365 POS and already include default permissions granted to the role. However, you can also create a new role aside from these presets and customize the permissions that you want to grant to the new role.
Below is the list of permissions that you can grant to your staff on the POS:
Eats365 POS
Device Permission
Log POS
Allows staff to log in to the Eats365 POS.
Log mPOS
Allows staff to log in to the mPOS.
General Permission
Menu
Allows staff to create and manage menu items on the POS.
Update Item Quantity
Allows staff to update item quantity from the order-taking screen.
Table Setup
Allows staff to set up and manage tables on the POS.
Printer Setup
Allows staff to pair and set up printers on the POS.
Payment Device Setup
Allows staff to pair and set up payment devices on the POS.
Device Pairing
Allows staff to pair and set up different Eats365 Modules on the POS.
Process Payment
Allows the staff to process payments on the POS.
Current Operation Permission
Start/End/Break/Resume Operation
Allows staff to start and end the day.
End day with Processing Order
Allows staff to perform End of Day even when there are orders that are still processing.
Note: When this is disabled, a prompt appears to process all orders first before performing End of Day.
Enable Preorder
Allows staff to process pre-orders on the Eats365 POS.
Discount Permission
Apply Discount to Orders
Allows staff to apply discounts on orders.
Apply Complimentary Item
Allows staff to make an item complimentary.
Item Discount
Allows staff to manually add a discount on an item.
Set Item as excluded from discount
Allows staff to exclude an item from a discount.
Note: When this is enabled, the No Discount action button appears on the list of available action buttons.
Set excluded item as included in discount
Allows staff to apply a discount on an item marked as excluded from a discount.
Note: When this is enabled, the Allow Discount action button appears on the list of available action buttons.
Open Amount
Allows staff to add a fixed discount amount to the order.
Open Percentage
Allows staff to add a discount to the order based on percentage.
Public Discount
Allows staff to apply public discounts to an order.
Merchant Discount
Allows staff to apply merchant discounts to an order.
Merchant Discount (Member)
Allows staff to apply merchant discounts for members to an order.
Discount Coupon
Allows staff to use discount coupons for an order.
Shift Operation Permission
Open/Close Shift
Allows staff to open or close shifts.
View Shift Report
Allows staff to check their Shift Reports.
View Shift Report of Other Staff
Allows staff to check the Shift Report of another staff member.
View Shift Report before Close Shift
Allows staff to check their Shift Report without closing a shift.
Drop/Payout
Allows staff to process a Drop or Payout operation.
Report Permission
Daily Closing Report
Allows staff to access the Daily Closing Report.
Reconciliation Report
Allows staff to access the Reconciliation Report.
e-Invoice Permission
Delete e-Invoice
Allows staff to delete unused Tax Invoice Numbers on the POS.
Note: This setting is intended for Taiwan merchants.
Settings Permission
Preferences
Allows staff to access the general preferences settings.
System Preferences & Other Devices
Allows staff to access the system preferences and other device settings.
Barcode Configuration
Allows staff to access the barcode configuration settings.
Online Ordering Setting
Allows staff to access the online ordering settings.
Restaurant Info
Allows staff to manage the restaurant’s information.
Dine-in Settings
Allows staff to set up and manage dine-in settings.
Takeout Settings
Allows staff to set up and manage takeout settings.
Catering
Allows staff to set up and manage catering settings.
Receive User App Order
Allows staff to manage which online orders can be received by the POS.
Queue Settings
Allows staff to set up and manage queuing settings.
Tender
Allows staff to set up and manage tender settings.
Service Charge
Allows staff to set up and manage service charge settings.
Surcharge
Allows staff to set up and manage surcharge settings.
Discounts
Allows staff to set up and manage discount settings.
Edit Taxes
Allows staff to set up and manage tax settings.
Edit Rounding
Allows staff to set up and manage rounding settings.
Edit Printing
Allows staff to set up and manage printing settings.
Order Display Restriction
Note: When this is enabled, the “Show Only Orders Entered from the POS” becomes available under the “Preferences” settings.
Allows you to limit the system to only show orders made on the specific POS.
Staff & Role Permission
Staff List
Allows staff to access the staff list.
Edit Role Permission
Allows staff to modify role permissions.
Membership Permission
Edit Membership Settings
Allows staff to modify membership settings.
Enter Initial Point Balance
Allows staff to enter initial point balance.
Enter Initial Credit Balance
Allows staff to enter initial credit balance.
Create Member
Allows staff to add a new member to the POS.
Edit Member
Allows staff to modify member information.
Search Member by Name
Allows staff to search for a member by name.
Transfer Member Membership Card
Allows staff to transfer a member’s membership card.
Unlink Eats365 Membership Card
Allows staff to unlink an Eats365 membership card from the POS.
Unlink Restaurant Membership Card
Allows staff to unlink a third-party CRM membership card from the POS.
Other Operation Permission
Waive Service Charge
Allows staff to manually waive service charges from an order.
Note: When enabled, the Waive SC action button appears on the list of available action buttons on the POS.
Accept/Reject New Orders
Allows staff to accept and reject new orders.
Authorize and Void Paid Orders
Allows staff to authorize voiding of paid orders.
Void Orders after End of Day
Allows staff to void orders after performing End of Day.
Refund
Allows staff to process refunds.
Note: When this is disabled, the refund button is greyed out on the payment page of the POS.
Authorize and Cancel Orders
Allows staff to cancel unpaid orders.
Authorize and Cancel Items
Allows staff to remove items from a confirmed order.
Park Order
Allows staff to park and retrieve orders.
Change All You Can Eat Menu Tier
Allows staff to change the selected All You Can Eat Menu Tier.
Note: When this permission is disabled, staff won’t be able to toggle the Same Menu Tier setting on the order-taking screen.
Change payment method on Paid Orders
Allows staff to change the customer’s payment method for paid orders.
Override Order Delivery Fee
Allows staff to override order delivery fee.
Enable/Disable Tax at Checkout
Allows staff to add or remove taxes upon checkout.
Enable/Disable Service Charge at Checkout
Allows staff to add or remove service charges upon checkout.
Enable/Disable Order Surcharge at Checkout
Allows staff to add or remove service charges upon checkout.
Manage Queue
Allows staff to manage queuing.
Access to All Menu Items
Decides whether a staff would have the ability to access all menu items, including those designated for All You Can Eat Menus, which should only appear when the menu is intentionally activated.
- Access to All Menu Items: Enabling this grants staff access to all menu items, regardless of assigned roles.
- Limited Menu Access: If you prefer to restrict access to certain menu items, you can customize the allowed roles permissions from the item-level settings instead. This offers granular control over which roles can access specific menu items.
When “Access to All Menu Items” is enabled, you can turn on Show Expiry Items 
to display items that have exceeded their indicated availability period.
Access to All Tier Prices
Allows staff to access all tier prices.
Add Custom Item(s)
Allows staff to create custom items.
Set POS as Primary
Allows staff to set a secondary POS as the primary POS.
Open till with “No Sale” button
Allows staff to open the till by tapping the No Sale button.
Input Special Request for Items
Allows staff to enter the customer’s special requests for an item.
Reservation Overbook
Allows staff to process overbook reservations.
Ignore All You Can Eat Menu restrictions
Allows staff to ignore restrictions set for All You Can Eat Menu items.
Ignore Ordering Quantity Limit restrictions
Allows staff to ignore restrictions set for Ordering Quantity Limit.
Ignoring Delivery Service Boundary
Allows staff to ignore delivery service boundaries.
Reassign Revenue Center
Allows staff to reassign an order to a different revenue center.
Item Permission
Allows staff to view categories and menu items.
DeleteMerchant Portal (Classic Theme)
Device Permission
Log POS
Allows staff to log in to the Eats365 POS.
Log mPOS
Allows staff to log in to the mPOS.
General Permission
Menu Setup
Allows staff to create and manage menu items on the POS.
Update Item Quantity
Allows staff to update item quantity from the order-taking screen.
Table Setup
Allows staff to set up and manage tables on the POS.
Printer Setup
Allows staff to pair and set up printers on the POS.
Payment Device Setup
Allows staff to pair and set up payment devices on the POS.
Device Pairing
Allows staff to pair and set up different Eats365 Modules on the POS.
Process Payment
Allows the staff to process payments on the POS.
Current Operation Permission
Operation Options
Allows staff to start and end the day.
End Day with Processing Order
Allows staff to perform End of Day even when there are orders that are still processing.
Note: When this is disabled, a prompt appears to process all orders first before performing End of Day.
Enable Pre-order
Allows staff to process pre-orders on the Eats365 POS.
Discount Permission
Apply Discount to Orders
Allows staff to apply discounts on orders.
Apply Complimentary to Item
Allows staff to make an item complimentary.
Discount Open Amount
Allows staff to add a fixed discount amount to the order.
Discount Open Percentage
Allows staff to add a discount to the order based on percentage.
Public Discount
Allows staff to apply public discounts to an order.
Merchant Discount
Allows staff to apply merchant discounts to an order.
Merchant Discount (Member)
Allows staff to apply merchant discounts for members to an order.
Item Discount
Allows staff to manually add a discount on an item.
Set Item as excluded from discount
Allows staff to exclude an item from a discount.
Note: When this is enabled, the No Discount action button appears on the list of available action buttons.
User App Discount
Allows staff to apply user app discount to an order.
Set excluded item as included in discount
Allows staff to apply a discount on an item marked as excluded from a discount.
Note: When this is enabled, the Allow Discount action button appears on the list of available action buttons.
Discount Coupon
Allows staff to use discount coupons for an order.
Shift Operation Permission
Open/Close Shift
Allows staff to open or close shifts.
View Shift Report
Allows staff to check their Shift Reports.
View Shift Report of Others
Allows staff to check the Shift Report of another staff member.
Drop or Payout
Allows staff to process a Drop or Payout operation.
View Shift Report before Close Shift
Allows staff to check their Shift Report without closing a shift.
Daily Closing Report
Daily Closing Report
Allows staff to access the Daily Closing Report.
Reconciliation Report
Allows staff to access the Reconciliation Report.
Setting Permission
System Settings
Allows staff to access the system preferences and other device settings.
Restaurant Information
Allows staff to manage the restaurant’s information.
Dine-in Settings
Allows staff to set up and manage dine-in settings.
Takeout Settings
Allows staff to set up and manage takeout settings.
Queue Settings
Allows staff to set up and manage queuing settings.
Tender
Allows staff to set up and manage tender settings.
Service Charge
Allows staff to set up and manage service charge settings.
Discounts
Allows staff to set up and manage discount settings.
Edit Taxes
Allows staff to set up and manage tax settings.
Edit Rounding
Allows staff to set up and manage rounding settings.
Edit Printing
Allows staff to set up and manage printing settings.
Order Display Restriction
Note: When this is enabled, the “Show Only Orders Entered from the POS” becomes available under the “Preferences” settings.
Allows you to limit the system to only show orders made on the specific POS.
Embedded Barcode
Allows staff to access the barcode configuration settings.
QR Code mapping
Allows staff to access the QR Code Mapping settings.
Preferences
Allows staff to access the general preferences settings.
Online Ordering Setting
Allows staff to access the online ordering settings.
Ignore All You Can Eat Menu restrictions
Allows staff to ignore restrictions set for All You Can Eat Menu items.
Catering Setting
Allows staff to set up and manage catering settings.
Surcharge
Allows staff to set up and manage surcharge settings.
Ordering Quantity Limit
Allows staff to set up and manage Ordering Quantity Limit settings.
Ignore Ordering Quantity Limit restrictions
Allows staff to ignore restrictions set for Ordering Quantity Limit.
Staff Role And Permission
Staff List
Allows staff to access the staff list.
Edit Role and Permission
Allows staff to modify role permissions.
Membership Permission
Edit Membership Settings
Allows staff to modify membership settings.
Enter Initial Point Balance
Allows staff to enter initial point balance.
Enter Initial Credit Balance
Allows staff to enter initial credit balance.
Create Member
Allows staff to add a new member to the POS.
Edit Member
Allows staff to modify member information.
Search Member by Name
Allows staff to search for a member by name.
Other Operation Permission
Waive Service Charge
Allows staff to manually waive service charges from an order.
Note: When enabled, the Waive SC action button appears on the list of available action buttons on the POS.
Add/Reject New Orders
Allows staff to accept and reject new orders.
Void Paid Orders
Allows staff to authorize voiding of paid orders.
Void Orders after End of Day
Allows staff to void orders after performing End of Day.
Refund
Allows staff to process refunds.
Note: When this is disabled, the refund button is greyed out on the payment page of the POS.
Cancel Orders
Allows staff to cancel unpaid orders.
Cancel Items
Allows staff to remove items from a confirmed order.
Park Order
Allows staff to park and retrieve orders.
Change All You Can Eat Menu Tier
Allows staff to change the selected All You Can Eat Menu Tier.
Note: When this permission is disabled, staff won’t be able to toggle the Same Menu Tier setting on the order-taking screen.
Change Payment Method
Allows staff to change the customer’s payment method for paid orders.
Override Order Delivery Fee
Allows staff to override order delivery fee.
Receive User App Order
Allows staff to manage which online orders can be received by the POS.
Edit Tax at Checkout
Allows staff to add or remove taxes upon checkout.
Edit Service Charge at Checkout
Allows staff to add or remove service charges upon checkout.
Enable/Disable Order Surcharge at Checkout
Allows staff to add or remove service charges upon checkout.
Manage Queue
Allows staff to manage queuing.
Issue VIP Ticket
Allows staff to issue VIP queuing tickets.
Publish Menu to Other Platform
Allows staff to publish menu items on a third-party delivery platform.
Note: When this is disabled, staff won’t be able to sync the menu to the platform.
Access to All Items
Allows staff to access all menu items, including those designated for All You Can Eat Menus, which should only appear when the menu is intentionally activated.
- Access to All Menu Items: Enabling this grants staff access to all menu items, regardless of assigned roles.
- Limited Menu Access: If you prefer to restrict access to certain menu items, you can customize the allowed roles permissions from the item-level settings instead. This offers granular control over which roles can access specific menu items.
When “Access to All Menu Items” is enabled, you can turn on Show Expired Item 
to display items that have exceeded their indicated availability.
Access to All Tier Pricing
Allows staff to access all tier prices.
Add Custom Item
Allows staff to create custom items.
Set POS as Primary
Allows staff to set a secondary POS as the primary POS.
Is Enable No Sale
Allows staff to open the till by tapping the No Sale button.
Not Allowed to Open Till after Shift Starts
Restricts staff from opening the till after performing open shift.
Input Special Request for Items
Allows staff to enter the customer’s special requests for an item.
Reservation Overbook
Allows staff to process overbook reservations.
Ignoring Delivery Service Boundary
Allows staff to ignore delivery service boundaries.
Reassign Revenue Center
Allows staff to reassign an order to a different revenue center.
Item Permission
Allows staff to view categories and menu items.
DeleteMerchant Portal 2.0
Device Permission
Login POS
Allows staff to log in to the Eats365 POS.
Login mPOS
Allows staff to log in to the mPOS.
General Permission
Menu Setup
Allows staff to create and manage menu items on the POS.
Update Item Quantity
Allows staff to update item quantity from the order-taking screen.
Table Setup
Allows staff to set up and manage tables on the POS.
Printer Setup
Allows staff to pair and set up printers on the POS.
Payment Device Setup
Allows staff to pair and set up payment devices on the POS.
Device Pairing
Allows staff to pair and set up different Eats365 Modules on the POS.
Process Payment
Allows the staff to process payments on the POS.
Discount Permission
Apply Discount to Orders
Allows staff to apply discounts on orders.
Apply Complimentary to Item
Allows staff to make an item complimentary.
Discount Open Amount
Allows staff to add a fixed discount amount to the order.
Discount Open Percentage
Allows staff to add a discount to the order based on percentage.
Public
Allows staff to apply public discounts to an order.
Merchant
Allows staff to apply merchant discounts to an order.
Merchant Discount (Member)
Allows staff to apply merchant discounts for members to an order.
Item Discount
Allows staff to manually add a discount on an item.
Set Item as excluded from discount
Allows staff to exclude an item from a discount.
Note: When this is enabled, the No Discount action button appears on the list of available action buttons.
Online Ordering Discount
Allows staff to apply user app discount to an order.
Set excluded item as included in discount
Allows staff to apply a discount on an item marked as excluded from a discount.
Note: When this is enabled, the Allow Discount action button appears on the list of available action buttons.
Discount Coupon
Allows staff to use discount coupons for an order.
Shift Operation Permission
Shift Management
Allows staff to open or close shifts.
View Shift Report
Allows staff to check their Shift Reports.
View Shift Report of Others
Allows staff to check the Shift Report of another staff member.
Drop or Payout
Allows staff to process a Drop or Payout operation.
View Shift Report before Close Shift
Allows staff to check their Shift Report without closing a shift.
Daily Closing Report
Daily Closing Report
Allows staff to access the Daily Closing Report.
Reconciliation Report
Allows staff to access the Reconciliation Report.
e-Invoice Permission
Delete e-Invoice
Allows staff to delete unused Tax Invoice Numbers on the POS.
Note: This setting is intended for Taiwan merchants.
Setting Permission
System Preferences & Other Devices
Allows staff to access the system preferences and other device settings.
Restaurant Information
Allows staff to manage the restaurant’s information.
Dine-in Settings
Allows staff to set up and manage dine-in settings.
Takeout Settings
Allows staff to set up and manage takeout settings.
Queue Settings
Allows staff to set up and manage queuing settings.
Tender
Allows staff to set up and manage tender settings.
Service Charge
Allows staff to set up and manage service charge settings.
Discounts
Allows staff to set up and manage discount settings.
Edit Taxes
Allows staff to set up and manage tax settings.
Edit Rounding
Allows staff to set up and manage rounding settings.
Edit Printing
Allows staff to set up and manage printing settings.
Order Display Setting Permission
Note: When this is enabled, the “Show Only Orders Entered from the POS” becomes available under the “Preferences” settings.
Allows you to limit the system to only show orders made on the specific POS.
Barcode Configuration
Allows staff to access the barcode configuration settings.
QR Code mapping
Allows staff to access the QR Code Mapping settings.
Preferences
Allows staff to access the general preferences settings.
Online Ordering Setting
Allows staff to access the online ordering settings.
Ignore All You Can Eat Menu restrictions
Allows staff to ignore restrictions set for All You Can Eat Menu items.
Catering Setting
Allows staff to set up and manage catering settings.
Surcharge
Allows staff to set up and manage surcharge settings.
Ordering Quantity Limit
Allows staff to set up and manage Ordering Quantity Limit settings.
Ignore Ordering Quantity Limit restrictions
Allows staff to ignore restrictions set for Ordering Quantity Limit.
Staff Role And Permission
Staff List
Allows staff to access the staff list.
Edit Role and Permission
Allows staff to modify role permissions.
Membership Permission
Edit Membership Settings
Allows staff to modify membership settings.
Enter Initial Point Balance
Allows staff to enter initial point balance.
Enter Initial Credit Balance
Allows staff to enter initial credit balance.
Create Member
Allows staff to add a new member to the POS.
Edit Member
Allows staff to modify member information.
Search Member by Name
Allows staff to search for a member by name.
Transfer Member Membership Card
Allows staff to transfer a member’s membership card.
Unlink Eats365 Membership Card
Allows staff to unlink an Eats365 membership card from the POS.
Unlink Restaurant Membership Card
Allows staff to unlink a third-party CRM membership card from the POS.
Other Operation Permission
Waive Service Charge
Allows staff to manually waive service charge from an order.
Note: When enabled, the Waive SC action button appears on the list of available action buttons on the POS.
Add/Reject New Orders
Allows staff to accept and reject new orders.
Void Paid Orders
Allows staff to authorize voiding of paid orders.
Void Orders after End of Day
Allows staff to void orders after performing End of Day.
Refund
Allows staff to process refunds.
Note: When this is disabled, the refund button is greyed out on the payment page of the POS.
Cancel Orders
Allows staff to cancel unpaid orders.
Cancel Items
Allows staff to remove items from a confirmed order.
Park Order
Allows staff to park and retrieve orders.
Change All You Can Eat Menu Tier
Allows staff to change the selected All You Can Eat Menu Tier.
Note: When this permission is disabled, staff won’t be able to toggle the Same Menu Tier setting on the order-taking screen.
Change Payment Method
Allows staff to change the customer’s payment method for paid orders.
Override Order Delivery Fee
Allows staff to override order delivery fee.
Receive User App Order
Allows staff to manage which online orders can be received by the POS.
Edit Tax at Checkout
Allows staff to add or remove taxes upon checkout.
Edit Service Charge at Checkout
Allows staff to add or remove service charges upon checkout.
Enable/Disable Order Surcharge at Checkout
Allows staff to add or remove service charges upon checkout.
Manage Queue
Allows staff to manage queuing.
Issue VIP Ticket
Allows staff to issue VIP queuing tickets.
Publish Menu to Other Platform
Allows staff to publish menu items on a third-party delivery platform.
Note: When this is disabled, staff won’t be able to sync the menu to the platform.
Access to All Items
Allows staff to access all menu items, including those designated for All You Can Eat Menus, which should only appear when the menu is intentionally activated.
- Access to All Menu Items: Enabling this grants staff access to all menu items, regardless of assigned roles.
- Limited Menu Access: If you prefer to restrict access to certain menu items, you can customize the allowed roles permissions from the item-level settings instead. This offers granular control over which roles can access specific menu items.
When “Access to All Menu Items” is enabled, you can turn on Show Expired Item 
to display items that have exceeded their indicated availability.
Access to All Tier Pricing
Allows staff to access all tier prices.
Add Custom Item
Allows staff to create custom items.
Set POS as Primary
Allows staff to set a secondary POS as the primary POS.
Is Enable No Sale
Allows staff to open the till by tapping the No Sale button.
Not Allowed to Open Till after Shift Starts
Restricts staff from opening the till after performing open shift.
Input Special Request for Items
Allows staff to enter the customer’s special requests for an item.
Reservation Overbook
Allows staff to process overbook reservations.
Ignoring Delivery Service Boundary
Allows staff to ignore delivery service boundaries.
Reassign Revenue Center
Allows staff to reassign an order to a different revenue center.
Item Permission
Allows staff to view categories and menu items.
DeleteEdit role permissions
Note: Any change to a role’s permissions applies to all staff members assigned to the role.
If you want to make changes to a role’s permissions, follow the steps below:
Eats365 POS
- Log in to the Eats365 POS.
- At the top left, tap Settings
. - Under "Staff," tap Users and permissions. Then, select Role Permission.
- Tap the role that you want to edit. You can also tap the three-dot menu
, then tap Edit Permissions 
.
- Update the role’s permissions.
- At the top right, tap Update to confirm.
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
Important: By default, only the “Merchant Admin” or the person who set up the account has access to the Merchant Portal. If you are not the Merchant Admin, you won’t be able to update role permissions through the Merchant Portal. The Merchant Admin must turn on your access to the portal first before you can make any changes.
- Log in to the Merchant Portal.
- On the left panel, click on Staff. Then, select POS Roles.
- Next to the role that you want to edit, click on Edit .
- Update the role’s permissions.
- At the bottom, click on Save to confirm.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
Important: By default, only the "Merchant Admin" or the person who set up the account has access to the Merchant Portal. If you are not the Merchant Admin, you won’t be able to update role permissions through the Merchant Portal. The Merchant Admin must turn on your access to the portal first before you can make any changes.
- Log in to the Merchant Portal.
- On the left panel, click on Staff. Then, select POS Roles.
- Next to the role that you want to edit, click on Edit
.
- Update the role’s permissions.
- Click on Save to confirm.
Delete a role
Note: You won’t be able to delete a role that’s currently assigned to a staff member. Make sure that the role is empty before you delete the role.
To delete a role including all of its permissions, follow the steps below:
Eats365 POS
- Log in to the Eats365 POS.
- At the top left, tap Settings .
- Under "Staff," tap Users and permissions. Then, select Role Permission.
- Select the role that you want to edit. Tap the three-dot menu , then tap Delete Role
.
- Tap Delete to confirm.
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Staff. Then, select POS Roles.
- Next to the role that you want to edit, click on Delete .
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- On the left panel, click on Staff. Then, select POS Roles.
- Next to the role that you want to edit, click on Delete
. Then, click on Confirm.
Add a new role
You can also create a new role aside from the preset roles that are available on the POS.
Tip: If you want to grant certain permissions to a specific individual, you can create a new role and customize the permissions before assigning a staff member to the newly created role.
To create a new role, follow the steps below:
Eats365 POS
- Log in to the Eats365 POS.
- At the top left, tap Settings .
- Under "Staff," tap Users and permissions. Then, select Role Permission.
- At the top right, tap Add Role.
- Enter the role name.
- Set the permissions for the role.
- At the top right, tap Save to confirm.
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Staff. Then, select POS Roles.
- At the top right, click on Add Role.
- Enter the role name.
- Set the permissions for the role.
- At the bottom, click on Save to confirm.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- On the left panel, click on Staff. Then, select POS Roles.
- At the top right, click on Add Role.
- Enter the role name.
- Set the permissions for the role.
- Under “Item Permission,” select the items that you want the role to have access.
- Click on Save to confirm