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 |
Admin Access |
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 support@paladinpos.com.
*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 1/18/21