How to configure the POS permission

Learn how to configure POS permissions for your trainers efficiently.

1. Introduction

This guide walks you through setting and saving appropriate access rights to manage your team effectively.

2. Click “Account”

Navigate to the Account section to begin managing your team settings.

3. Click “Trainers”

Select the Trainers tab to view and edit trainer profiles.

4. Select a trainer.

Choose the specific trainer whose permissions you want to configure.

5. Click “Permissions”

Access the Permissions tab to adjust access rights for the selected trainer.

6. Locate the ‘Can Manage POS’ permission.

Search for the “Can Manage POS” permission.

7. Click “Yes”

Enable trainers to manage Point of Sale (POS) systems.

8. Click “Only for my location”

To ensure that the trainer can only utilize the Point of Sale (POS) system within their designated location.

9. Click “No”

Restrict the trainer’s access to manage the Point of Sale (POS) system.

10. Click “Save Staff Member”

Save all changes to update the staff member’s permissions securely.

11. Verify the confirmation message.

Verify the confirmation message indicating the staff member’s permissions were successfully saved.

12. Click “Your staff member was successfully saved.”

Verify the confirmation message indicating the staff member’s permissions were successfully saved.

This guide detailed how to configure POS permissions for a trainer, covering navigation, permission settings adjustments, and saving changes to ensure proper access control.