Security Rights for Predefined Groups

Create a New Security Group | Security Overview

Security groups control access to specific features or data. Four predefined security groups are included in Point of Sale: Owner, Manager, Assistant Manager, and Associate. Rights to specific features of the program decrease as you move from the Owner group to the Associate group. You can assign these groups to your employees, change the rights for each group, and, if necessary, create new groups with the rights you prefer.

We recommend that you initially assign each employee to one of the four predefined groups. Later, you can reassign groups, customize group rights, or create additional groups as necessary to meet your needs.

The Security Rights by Group table below lists the default rights granted to each of the predefined groups.

You can give or take away a right by selecting or clearing the check box for that group on the Security window. You can reset the rights of the four predefined groups by selecting the Revert Default Groups button at the bottom of the window.

Select a link to jump to that section of the table or scroll down to view the entire table.

All levels:
General	Inventory
Tools	Departments
Financial	Vendors
Receipts	Reports
Sales History	POS (sale related)
Basic:
Customers	Inventory Adjustments (Memos)
Vouchers	Adjustment History
Receiving History	Purchase Orders
Pro:
Customer Rewards Sales Orders and Layaways	Time Tracking Work Orders
Transfer Slips Transfer History	Stores

View or edit a security group

Add a security group

Security Rights by Group

Area/right	Owner	Manager	AsstMgr	Associate
General
Access Company Preferences	X	X
Access Workstation Preferences	X	X	X
Access the Setup Interview	X	X
Access Hardware Setup Wizard	X	X	X
Access Hardware Troubleshooter	X	X	X
Write letters	X	X	X
Create E-mail Campaign List	X	X	X
Access Manage my License	X	X
Exit Point of Sale	X	X	X	X
Import/Export Data	X	X
Open company data file	X	X
Close company data file	X	X
Create new company data file	X
Rename company data file	X
Return to top
Area/right	Owner	Manager	AsstMgr	Associate
General (cont.)
Backup data	X	X	X	X
Restore data	X	X
Convert from previous version	X
Clean up company data	X	X
Customize program interface	X	X
Access Employees and Security	X	X
Edit employee information	X	X
Modify security rights or groups	X
View cost fields	X	X
Download program updates	X	X
Install downloaded updates	X	X
E-mail documents	X	X	X
Print held documents	X	X	X
Login from an integrated application	X	X	X	X
Access Dashboard	X	X
Customize Dashboard	X	X
Access Dashboard Web Page	X	X
View list statistics View/edit commission information (Pro)	X X	X X	X
Return to top

Area/right	Owner	Manager	AsstMgr	Associate
Tools (Pro)
Access Print Designer	X	X
Return to top

Area/right	Owner	Manager	AsstMgr	Associate
Financial Exchange
Update QuickBooks Desktop	X	X	X
Recover QuickBooks Desktop	X	X
Access Activity Log	X	X	X
Open linked QB transactions	X	X
Return to top
Area/right	Owner	Manager	AsstMgr	Associate
Reports
Modify report options	X	X	X	X
Run All Reports	X
Run Level 2-4 Reports	X	X
Run Level 3-4 reports	X	X	X
Run Level 4 reports	X	X	X	X
View Drawer Count History (Z-Out)	X	X	X
View amount of cash drawer mismatch	X	X	X	X
View tip amounts on End of Day reports	X	X
Return to top
Area/right	Owner	Manager	AsstMgr	Associate
Point of Sale
Run End of Day	X	X	X
Open cash drawer	X	X	X
Create Payout receipts	X	X	X
Apply global discount	X	X	X	X
Change price level	X	X	X	X
Edit shipping amount (Pro)	X	X	X	X
Return to top
Area/right	Owner	Manager	AsstMgr	Associate
Receipts
Override "Accept Check" setting (Basic)	X	X	X
Override Credit Limit (Basic)	X	X	X
Override Past Due Charge Blocking (Basic) Create receipts for other stores (Pro)	X X	X X	X
Edit or discount sale price	X	X	X	X
Edit item description	X	X	X
Accept returns and exchanges	X	X	X	X
Edit receipt date	X	X	X	X
Hold receipts	X	X	X	X
Apply coupons (Pro)	X	X	X	X
Return to top
Area/right	Owner	Manager	AsstMgr	Associate
Sales History
Access sales history	X	X	X	X
Reverse receipts	X	X	X
Copy receipts	X	X	X
Edit receipts	X	X	X
Return to top

Area/right	Owner	Manager	AsstMgr	Associate
Transfer Slips (Pro)
Access transfer slip	X	X	X
Create transfer slips for other stores	X	X	X
Hold transfer slips	X	X	X
Return to top
Area/right	Owner	Manager	AsstMgr	Associate
Transfer History (Pro)
Access transfer history	X	X	X
Reverse transfer slips	X	X	X
Copy transfer slips	X	X	X
Edit transfer slips	X	X	X
Return to top

Area/right	Owner	Manager	AsstMgr	Associate
Inventory
Add/Copy item	X	X
Edit item	X	X
Delete item	X	X
Edit prices	X	X
Edit cost	X	X
Edit quantity (Basic, Pro)	X	X
Change item type	X	X
Access Physical Inventory (Basic)	X	X	X	X
Update Physical Inventory Basic) Access item assembly (Pro) Access group item (Pro)	X X X	X X X
View inventory reminders (Pro) Modify/Clear Reminders (Pro)	X X	X X	X
Price Manager: Access 'Change Item Prices' Price Manager: Access 'Discount Pricing' (Pro)	X X	X X
View inventory ratings & trends Create special order item (Pro)	X X	X X	X
Print item list	X
Print item tags	X	X	X	X
Export item list	X
Return to top
Area/right	Owner	Manager	AsstMgr	Associate
Departments
Add/Copy	X	X
Edit departments	X	X
Delete departments	X	X
Area/right	Owner	Manager	AsstMgr	Associate
Vendors (Basic, Pro)
Access Vendors	X	X	X
Add/Copy vendors	X	X
Edit vendors	X	X
Delete vendors	X	X
Return to top
Area/right	Owner	Manager	AsstMgr	Associate
Purchase Order (Basic)
Access POs	X	X	X
Add / Copy POs	X	X
Edit POs	X	X
Delete POs	X	X
Edit item description	X	X
Access item list from PO	X	X
Return to top
Area/right	Owner	Manager	AsstMgr	Associate
Vouchers (Basic)
Access vouchers	X	X	X
Create return vouchers	X	X
Enter cost	X	X
Edit item descriptions Create voucher for other stores (Pro)	X X	X X
Hold Vouchers	X	X	X
Return to top
Area/right	Owner	Manager	AsstMgr	Associate
Receiving History (Basic)
Access receiving history	X	X	X
Reverse voucher	X	X
Copy voucher	X	X
Edit voucher	X	X
Return to top
Area/right	Owner	Manager	AsstMgr	Associate
Adjustments (Basic)
Access memos	X	X
Create cost memos	X	X
Hold memos	X	X
Create quantity memos Create memos for other stores (Pro)	X X	X X
Area/right	Owner	Manager	AsstMgr	Associate
Adjustment History
Access adjustment history	X	X
Reverse memo	X	X
Copy memo	X	X
Edit memo	X	X
Return to top
Area/right	Owner	Manager	AsstMgr	Associate
Customers (Basic)
Add customers	X	X	X	X
Edit customers	X	X	X	X
Delete customer	X	X	X
Edit customer discount or price level	X	X	X
Change "Use with QuickBooks" setting	X	X	X
Change "Accept Checks" setting	X	X	X
Add customer type	X	X	X
Change charge account settings	X	X	X
View customer ratings	X	X	X
View account information	X	X	X	X
Return to top

Area/right	Owner	Manager	AsstMgr	Associate
Rewards (Pro)
Access Reward Manager	X	X
Manually issue or remove rewards	X	X	X
View and redeem rewards	X	X	X	X
Return to top

Area/right	Owner	Manager	AsstMgr	Associate
Sales Orders and Layaways (Pro)
Access	X	X	X	X
Copy orders	X	X	X	X
Delete orders	X	X	X
Refund deposits	X	X	X
Edit item prices	X	X	X
Edit item descriptions	X	X	X
Generate purchase order from	X	X	X
Apply coupons	X	X	X	X
Return to top
Area/right	Owner	Manager	AsstMgr	Associate
Work Orders (Pro)
Access	X	X	X	X
Copy orders	X	X	X	X
Delete orders	X	X	X
Edit item descriptions	X	X	X
Edit item prices	X	X	X	X
Refund deposits	X	X	X
Generate PO from	X	X	X
Apply coupons	X	X	X	X
Return to top
Area/Right	Owner	Manager	AsstMgr	Associate
Time Tracking (Pro)
Manage clocked-in employees	X	X
Access Time Clock History	X	X
Add/Copy Time Clock entries	X	X
Edit Time Clock entries	X	X
Delete Time Clock entries	X	X

Area/right	Owner	Manager	AsstMgr	Associate
Stores (Pro)
Access Store Exchange Center Store Exchange, receive files Store Exchange, send files	X X X	X X X	X X X
Return to top

Turn security on/off

Add a custom security group

Employees & security overview