Users and rights
Everyone who stands at the till needs their own account. Not out of mistrust – but so that receipts, voids and settlements can be assigned to a person.
1. Creating staff
In the back office under Staff: name, role and till PIN (four to eight digits). Anyone who is also to open the back office additionally gets an email address and a password.
2. Roles
| Role | Typically allowed to |
|---|---|
| Service | ring up and take payment |
| Driver | drive tours and settle |
| Manager | additionally reports, cash book and closings |
| Owner | everything, including settings and staff |
Analyses such as the finance report are limited to manager and owner.
3. Wages and travel costs
On the staff record you store the hourly rate and the method for travel costs – an amount per trip or per kilometre. Both feed into the driver settlement.
4. Leavers
Anyone who leaves is set to inactive, not deleted. The matching receipts have to stay assignable; a deleted employee would leave a gap in the audit trail.