Employees & Security Overview

How do I? | Add an Employee | Security Rights

Working with Employees Add an employee View/edit an employee record Delete an employee record Print or export my employee list Track employee hours worked Track sales commissions | Working with Security Turn security on/off (require logins) Log In or out Change my password Track employees without requiring logins View or edit a security group Create a new security group Delete a security group

In the working environment of a small retailer, it is not uncommon for the owner or manager to use the same register as a sales associate. You may want to give different security rights to different employees to limit access to certain features or to ensure confidentiality regarding sensitive financial information.

Adding employees in Point of Sale and requiring password logins allows you to:

- Restrict access to program features and sensitive data

- Automatically add employee names to documents for accountability

- Track employee sales to evaluate performance

- (Pro) Pay commissions

- (Pro) Use employee Time Clock to track hourly employees and assist in your preparing your payroll

In addition to login names, passwords, and security group assignments, employee records can store addresses, contact information, and related notes.

The use of the security features are optional, but strongly recommended. Besides providing the benefits outlined above, requiring user names and passwords to access the program helps protect your valuable data against unauthorized access across a network or the Internet. Using Point of Sales security features should be one component of a comprehensive data protection strategy.

Multi-Store Note: Employees and security rights are defined at each store independently and are not exchanged between stores although Time Clock records are sent from remote stores to Headquarters. When a new employee is added to Point of Sale at a remote store, the remote may want to contact Headquarters outside of Point of Sale to have the employee added to the central database for payroll or other purposes. Each store has their own System Administrator.

Turning Security On

The security features are enabled by selecting the company preference check box to Require users to log in. You are immediately prompted to enter a System Administrator password and then to log in.

Once security is enabled in this way, only the Security Administrator can change this setting, add or delete employees, and perform other security-related tasks.

About Security Groups

You control access by assigning your employees to security groups; each group having a different set of access rights. Point of Sale comes with four predefined security groups that you can assign. If the default rights in the four predefined groups don't meet your needs, you can easily change them or set up new groups with access rights of your choosing.

Why else might a Point of Sale feature not be available to me?