Merchants can now control the functionality available to users by assigning them the roles of Owner, Manager, Employee, or creating a new role. Permissions are broken out into a few categories:
- Poynt App Access: which apps on the device a user can view/use when logged in
- Business Settings: managing users on device and web, as well as updating store and business settings
- Transactions: control which transactions a user can process
- Sales, Reporting & Settlement: control which reports and settlements actions a user has access to
Owners, by default, will have access to all the functions. You can customize the Manager and Employee roles depending on what they will be doing in your store.
To customize the permissions roles, go the Account & Settings tab in Poynt HQ and click on terminal users (https://poynt.net/terminalusers/settings). Click on Permission Settings on the top right hand corner.
Update the permissions based on the role, or create a new role by clicking on the +Add button.