How Permissions Work on the POS

For managers, cashiers, and servers who need to understand why a POS action is available or blocked.

Purpose

Permissions are assigned to the staff role in Back Office. On the POS, they control which protected actions a logged-in staff member can use. Staff use the permissions assigned to their role; they do not change permissions from the POS.

Before You Start

Know whether you are signed in as a Manager or Waiter.
If a role was just changed in Back Office, ask the staff member to log out and sign in again before retrying the POS action.
For hardware actions, the relevant printer, cash drawer, or PDQ terminal must also be configured and connected.

Steps

Assign the role permissions in Back Office. Select only the capabilities required for the role, then save the staff role. This is an administrator task, not a POS task.
Sign in to the POS with the affected staff account. The POS loads the permission list for the current Manager or Waiter role.
Open the normal POS area for the task. For example, use an order for void or wastage, Order History for refund or transfer, Floor Plan for table/bar access, Settings for hardware, or Profile for closing.
Use the permitted action. A permitted control may be visible, or the POS may allow the action when selected. If it is not assigned, the POS blocks the protected action and shows “Do not have permission to perform this action.”
If access is still blocked, stop and ask a Back Office administrator. Do not use another staff member's login or PIN to bypass the role restriction.

POS Permissions and Their Effect

Permission in Back Office	What it allows on the POS
Void Order (POS), Wastage Order (POS)	Void or mark an order as wastage when the order action is used.
Void Item (POS), Wastage Item (POS)	Void or mark an individual order item as wastage.
Transfer Order (POS)	Transfer an order from Order History when the transfer option is available.
Floor Plan (POS), Bar Plan (POS)	Open and use the assigned floor-plan and/or bar-plan area.
PDQ (POS), Cash Drawer (POS), Printer (POS)	Manage the corresponding POS hardware area. The Publish All permissions allow publishing that hardware configuration to all applicable terminals.
Server Filter (POS)	Filter Order History by server.
Refund Payment (POS), Edit Tip (POS)	Refund an eligible payment or edit a tip where the transaction supports it.
Restaurant Closing (POS), Cash in/out (POS)	Use restaurant closing or cash-in/cash-out actions.
Apply Tax Exemption (POS)	Shows and allows the tax-exemption action when tax exemption is enabled for the restaurant.

Note: Items such as Menu, Staff, Category, Report, Payroll, and Permissions are Back Office permissions. They do not give a staff member a separate POS action by themselves.

Where to Use Each POS Permission

Order actions: Use the order actions menu for Cash In/Out, Transfer Order/Item, and Tax Exemption. Void and wastage actions are available from the related order or item action after an order or item has been selected.
Refund Payment, Edit Tip, Server Filter, and Transfer Order: Open Order List. Select the eligible order or transaction to continue; the available follow-up actions depend on the permission, the order state, and payment type.
Floor Plan and Bar Plan: Open the Floor Plan. Staff see only the plan areas assigned to their role; use the plan tabs at the top to switch between permitted plans.
PDQ, Cash Drawer, Printer, and Tap To Pay: Open Settings. The corresponding entry opens the device-management area. Publish All is used only when an authorized staff member needs to publish the selected hardware configuration to applicable terminals.
Restaurant Closing: Open Profile and select Close Shift only when you are ready to begin the closing process.

Expected Result

The staff member can complete only the actions assigned to their active role. Unassigned protected actions remain unavailable or are stopped with a permission message.

Troubleshooting

“Do not have permission to perform this action”: Ask an administrator to check the role's POS permission and then sign out and sign back in.
The permission is assigned but the action is not visible: Confirm you are in the right screen and that its prerequisite is met—for example, an eligible settled transaction for a refund or enabled tax exemption for the tax action.
Hardware action does not work: Permission alone does not connect hardware. Confirm the printer, cash drawer, or PDQ is configured and online.
Reopen Order (POS) is assigned: The current POS reopen-order action is disabled, so staff cannot use it from Order History at this time.

Notes

The Back Office assignment screenshot was supplied for this guide. The POS screenshots were captured on an iMin D1. Labels and available actions can vary with restaurant configuration and installed POS version.