This article describes how you can provide employee access to Paladin Point of Sale data and features.

  1. On the File menu, click Setup.
  2. In the Paladin Configuration window, click the Employees tab.
  3. In the Admin Password box, enter the Administrator password.
  4. Select a current employee from the list, or click New to add an employee.
  5. In the Store Access pane, select the check boxes for the permissions that you want to apply for this employee.
  6. If you want the employee to receive Paladin Point of Sale updates, enter an email address in the Email box.
  7. Click Save.
  8. Click Close.
 Store Access permissions
Manager Override Allows employee to enter a password to approve returns, process transactions with the cash drawer open, apply certain discounts at checkout (e.g., those that would violate minimum margins), perform cash drops, and cash checks over $100.00
Maintain Setup Allows access to the Paladin Configuration window
Invoicing Allows access to the Invoice/Quote module
Inventory Allows access to the Inventory module
Read-Only Allows access to the Inventory module, but prevents the ability to make adjustments
PaladinNsight Allows access to the PaladinNsight Dashboard
PO Allows access to the Purchase Order module
EDI Allows access to the EDI functions
Enterprise Access Allows access to all Inventory management for every store except Paladin Configuration for Multi-Store
Read-Only Enterprise Inventory Allows access to the Inventory module but prevents the ability to make adjustments
Enterprise Configuration Allows access to the Administrative Multi-Store Setup in Paladin Configuration.
Reports Allows access to the Reports module
Daily Balance Reports Only Allows access to the Daily Register Balance Report only
Maintain Customers Allows access to the Customers module
Customer Accounting Access Allows limited access to the Customers module
Save ACH Data Allows employee to save ACH data in the Customers module
Profit Analyst Allows access to the Inventory Profit Analyst

 

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