Vend POS users

In Vend, you have three different roles to assign to your users. The admin, the manager and the cashier. By default, the admin user will have full access to the account. For more information on these user roles, read on below:

Cashier:

The cashier is a great user level to assign to your non-management staff. They are able to do things like process sales, transfer stock and close off the register but are restricted from management functions such as adding and editing products and users.

Manager:

The manager user level represents the person in charge at one outlet. The Manager user is able to do everything a cashier can in addition to having access to their assigned store's reporting and ability to add and edit products if necessary.

Admin:

The admin user level is intended for the store owner or the head office account. As an admin user you will have full access to view & change all stores within your account. If you'd like more than one person to have full permissions it is possible to create multiple Admin users.

Viewing user permissions:

Note: You will need to be on the new Vend Sell screen to view the updated Users page shown below. To find out more about the new Sell screen, click here.

If you would like to see the instore functions and permissions that are enabled to each your user roles, follow the steps below:

1. Navigate to Setup in the side-menu and choose Users

2. Locate the Roles tab along the top of the user page.

3. On the roles page you will see your three user roles; Cashier, Manager and Admin. Click on one of these role names to view their permissions.

4. When you click on a role name you will see a list of permissions for this role. Depending on your pricing plan the role will have editable or pre-set permissions. Permissions are defined with a tick or a cross, a tick giving the role access to an action and a cross denying them access.

Note: If you are on an Advanced or Multi Outlet plan you will also be able to customise these permissions.

For the cashier role, you will also have the option to manually enable or disable the returns and discounting features. If you want to customise any of the other permissions, you will need to make sure you are on an Advanced or Multi Outlet plan.

Customising your user roles with advanced user permissions:

Note: Advanced User Permissions are only available for customers on Advanced or Multi-Outlet plans. If you aren’t sure what plan you’re using, head to your Account page in Vend to access Advanced User Permissions.

Now, using Vend's new Advanced User Permissions, you have even more control over what your employees can see and do by customising the permissions within user roles.

To customise these user roles, follow the steps below:

3. On the roles page you will see your three user roles; Cashier, Manager and Admin. Click on one of these roles to customise it.


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