Settings: User Role Permissions

 

Step 1:  Click on the Gear Wheel icon on the top right corner of the screen. Then, click on the Manage Roles button from the row on the left menu. The USER ROLES screen will show a list of pre-defined roles.

 

Step 2: Click on the Action button (three small dots) and the system will open a pop-up list for various options. Click on Edit Permissions where you will find a drop-down with various access areas. You can choose for the role that controls access to particular actions within a module or access to an entire module altogether.

Step 3: You can choose for the role that controls access to particular actions within a module or access to an entire module altogether.

Step 4: Below is a list of Control Access.

Activities - View/remove Activities tab from the top row.

BevCart POS - View/remove BevCart POS tab from the top row (online version only). This is formatted for functionality on tablets in environments that require touch-screen mobility.

CRM - Toggle on/off which action you would like to have this user role to be able to have access to.

Allow Modifications of Flags

Archive Customers

Bulletin Board

Campaign History

Create Email Campaign

CRM

Customers

Loyalty Ledger Adjustments

Manage Groups

Members

Event Manager - Module on top row of POS. Toggle on/off entire module or any of the individual actions below.

Activity League Manager

Activity Outing Manager

Archived Events

Banquet Manager

Close Events

Event Calendar

Golf League Manager

Golf Outing Manager

Online Events

Online Meeting Room

Global View - The ability to switch between Club/Course/Terminal Location/Terminal.

GM Closer - Toggle on/off for this user role to have access. 

Inventory - Being able to view or edit costs of inventory.

Edit Costs

Manager Override - Should be used for those in a manager role. Ex. Employee wants to delete an existing tab without completing the transaction for any given reason. The system will prompt for a manager override PIN. Until this PIN is used the system will not delete an existing tab.

Membership Management - Toggle on/off for access regarding your membership.

Invoice/Enter Payment

Member Adjustments

Members List

Payment History

Payment Management 

Purchase History

On Demand - Toggle on/off for this user role to be able to view any information in the On Demand module.

Orders - Toggle on/off what actions you want this use role to be able to perform.

Receipts

Refund

Reprint

Tips

Void

 

Register - Toggle on/off which action you would like to have this user role to have access to in the Register module.

Add rack rate tool

Add tip

Can Discount in Order Tab

Can Discount Individual Items in Register

Cash Payout

Credit Books Tool

Customer Lookup Tool

Day End Closing

Divide Pay

Event Deposit Tool

Event Final Payment Tool

Gift Vouchers

Membership Payments

Open

Open Other Employees Tabs

Pull Tabs

Quick Tab

Refund Vouchers

Reserved Tables Tool

Revenue Ticker

Sessiontime Ticker

Share Tips Tool

Shift Close Out

Table Management

Teetime Ticker

Tips Manager

Tips Summary Tool

Transfer Tabs

Voucher Deposit Tool

Reports - Toggle on/off the report that you do not want this user role to be able to view.

Activity Rates

Activity Breakdown

Activity Played

Aging

Bagracks Assigned

Cash Payout Summary

Charity Summary

Clock In Out

Comparative Sales

Credit Voucher

Customer Flags

Customer Loyalty

Customer Spend by Department

Customer with Saved Card

Daily Course Summary

Employee Drawer

Event Payments

Events aging

Events Finalization

General Ledger

GL Code

GL Code Report V2

Golfer History

Invoice

Jonas Sales

Liability Account

Lockers Assigned

Members Activity

Member Spending Report For Minimum

Membership Adjustment

Membership Billing

Membership Details

Membership Type Change

MIR 

Muni GL Code 

On Hand

Oracle GL Code

Payment Reconciliation

Payment Summary

Payments Failed Through Wallet

Quickbooks

Receive Inventory

Round Breakdown

Rounds Played

Sales by Department

Sales by Employee

Sales by Item/Sku

Sales by Item 

Sales by Month By Sku

Sales Detail by Department

Sales Tax Detail Department

Server Banking Summary

Tax Management

Tee Booking & Cancelation

Terminal Closing

Terminal Summary

Tip Ledger

Tips Summary

Trend

Variance

Void/Return

YellowDog One Way Sync

 

Reservation - Toggle on/off for this user role to have access. 

Sales - Toggle on/off for this user role to be able to view any information in the Sales module.

Settings - Each item is a section in settings (gearwheel) in the pos. Toggle on/off each section you want this user role to have access too.

Starter Heat Map - To be able to view the heat map on the Starter Sheet.

Starter Sheet - Toggle on/off functions within the Starter Sheet.

Edit Carts

Edit Reservation Times

Edit Starter Times

Tee Sheet - Toggle on/off functions within the Tee Sheet Sheet.

Distribution Engine

Heat Map

Manage Blocks (ability to edit and delete blocks)

Rate Map

Venue Manager - Toggle on/off for this user role to be able to view any information in the Venue Manager module.

 

Vouchers Manager - Toggle on/off functions within the Vouchers module.

Awards

Credit Book Vouchers

Gift Vouchers

Membership Application

Punchcards

Raincheck Vouchers

Refund Vouchers