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 types of roles that you can assign to your staff on the POS, which include:
- Cashier
- Supervisor
- Manager
These roles are presets in the 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 are the default permissions granted to the preset roles available on the POS:
Cashier
- Login to the POS
- Login to mPOS
- Process payment
- End Day with Processing Order
- Apply discount to orders
- View shift report
- View Shift Report before Close Shift
- Create and manage membership
- Waive Service Charge
- Accept or reject new orders
- Manage queue
- Add custom item
- Input Special Request for Items
- Set POS as primary
- View menu items
Supervisor
- All permissions granted to Cashier
- Access to Printer Setup settings
- Access to Payment Device Setup settings
- Start and End of Day
- Apply merchant discount
- Open and Close shift
- View Shift report of other staff
- Void paid orders
- Void orders after End of Day
- Enable and disable tax at checkout
- Enable and disable service charge at checkout
Manager
- All permissions granted to Cashier and Supervisor
- Access to menu settings
- Access to device pairing settings
- Enable preorder
- Add complimentary item
- Process Drop and Payout from the till
- View daily closing report
- Access to system settings
- Update restaurant info
- Access to Dine-in and Takeout settings
- Access to Queue settings
- Access to Tender settings
- Access to Service Charge settings
- Access to Discounts settings
- Manage Staff List
- Edit role permissions
- Cancel orders
- Change payment method on paid orders
- Open till with “No Sale” button
Edit role permissions
Note: Any change to a role’s permissions applies to all staff members assigned to the role.
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 dots
, 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 dots, 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 add 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.
- Click on Save to confirm