Setting Employee Permissions with Access Levels

Setting Employee Permissions with Access Levels

  • Access Levels are groups of permissions for pages, modules, features and functions that are set then assigned to employees.
  • This allows you to have full control over exactly what your employees can see and do within Orchid POS.
  • You must create at least one Access Level before you can start to create employee/user IDs.
  • Total Access comes as a default option but Access Levels are fully customizable.
  • You can have as many Access Levels as you like.
    • Example of standard Access Level structure:
      • Total Access
      • Floor Manager
      • Sales Staff
      • Part-time Employee
    • If an access level with no permission settings turned on is created then assigned to an employee, that user will be able to process a very simple transaction in Point of Sale without price adjustment or returns.
    • Only users with Total Access (including Owner ID and Manager IDs) can create and edit Access Levels.

Creating a New Access Level

  1. Go to Office > Back Office Settings > Access Levels
  2. Click Create New Access Level.
  3. Name the Access Level at the top of the page.
  4. Select each permission you’d like to grant an employee assigned this particular Access Level.
  5. Click Add to save.
  6. See related article Access Level Permission Options for information on what each option refers to.

    • Related Articles

    • How to create a new eBound User and POS Employee

      NEW eBound User Setup 1. In eBound the Company Admin or User Admin will have to click on their name in the upper right corner and select Manage Users 2. Select Add User 3. Here the First Name, Last Name, email address and password must be set up. You ...

    • Access Level Permission Options

      What do each of the Orchid POS Access Permission Options do?   Total Access Turns on all permission options and grants unlimited access to all features and functions within Orchid POS. Ability to override permission-based Point of Sale functions ...

    • Q2S07.23 Release Notes - Orchid eBound™

      Q2S07.23 Release Notes Orchid eBoundTM This program, printed documentation and documents should not be used as a substitute for professional advice in specific situations. The procedures, images and examples in this document are for illustrative ...

    • Instructor and Trip Group Leader Login Access

      Any customer contact can be designated as a course instructor or trip group leader. They can also  be provided a login ID that will allow access only to view and print course rosters and trip manifests. This does not allow them any other use of ...

    • Manager on the Employee Settings Page

      Manager type login ID's do not show on the Employee page. Also good to know: Manager ID’s have Total Access (no permission restrictions). If there are multiple store locations, a Manager ID can access all locations with their one username. Total ...