How to set up employee permissions

This article describes how to set up an employee with specified permissions to Paladin Point of Sale features and data.

1. On the File menu, click Setup.
2. In the Paladin Configuration window, click the Employees tab.
3. Select a current employee from the list, or click New to add an employee.
4. In the Store Access pane, select the checkboxes for the permissions that you want to apply for this employee.
5. If you want the employee to receive Paladin Point of Sale updates, enter the employee’s email address in the Email box.
6. Click Save.
7. Click Close.

If you grant this permission	The employee will be able to
Admin Access	Access to these Paladin Configuration (File>Setup) settings (tabs): Credit Card, Employees, Network, and Taxes. Access to Log data in Data Viewer (Maintain > Data Viewer) Change the date in Paladin. Merge customers and inventory items. Designate items as non-inventory items. Void customer transactions in the Customer Friendly Sales History viewer. Note: As of the Summer 2020 Release, this permission level replaces admin passwords for all stores except those that use TranSentry for credit card processing.
Manager Override	Enter a password to approve returns, process transactions with the cash drawer open, apply specified discounts at checkout, process cash drops, and transact a check amount that is over $100.00.
Maintain Setup	Access the Paladin Configuration window.
Invoicing	Access the Invoice/Quote module.
Inventory	Access the Inventory module.
Read-Only	Access the Inventory module, but prevents the ability to make adjustments.
PaladinNsight	Access the PaladinNsight Dashboard.
PO	Access the Purchase Order module.
EDI	Access the EDI functions.
Enterprise Access	Access all Inventory management functions for every store except Paladin Configuration for Multi-Store.
Read-Only Enterprise Inventory	Access the Inventory module but not the ability to make adjustments.
Enterprise Configuration	Access the Administrative Multi-Store Setup in Paladin Configuration.
Reports	Access the Reports module.
Daily Balance Reports Only	Access the Daily Register Balance Report only.
Maintain Customers	Access the Customers module.
Customer Accounting Access	Access limited areas of the Customers module.
Save ACH Data	Save ACH data in the Customers module.
Profit Analyst	Access the Inventory Profit Analyst.