This article describes how to set up an employee with specified permissions to Paladin Point of Sale features and data.
- On the File menu, click Setup.
- In the Paladin Configuration window, click the Employees tab.
- Select a current employee from the list, or click New to add an employee.
- In the Store Access pane, select the checkboxes for the permissions that you want to apply for this employee.
- If you want the employee to receive Paladin Point of Sale updates, enter the employee’s email address in the Email box.
- Click Save.
- Click Close.
|If you grant this permission||The employee will be able to|
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.|
If you have questions or suggestions about this information, contact firstname.lastname@example.org.