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Roles and Permissions

Terminal Roles in POS X1

Configured terminal roles include:

  • Staff
  • Customer Display
  • Pickup Display
  • Pickup Controller
  • Express Checkout
  • Queue Terminal
  • Queue Display
  • Queue Controller

This manual currently focuses on store-side Staff operations.

Practical Permission Matrix

Action AreaCashierManager
PIN login and roster clock in/outYesYes
Open table/order and add itemsYesYes
Standard checkout and payment collectionYesYes
Retry failed payment (basic flow)YesYes
Change POS Code / terminal settingsNoYes
Day-end executionNoYes
Final decision for void/return exceptionsLimitedYes
Incident closure for payment/device issuesNoYes

Feature Visibility Notes

Some actions appear only when enabled by configuration:

  • Roster Clock In / Clock Out
  • Split Table
  • Auto-open order actions
  • More Tools cards (Queue Controller, etc.)
  • Third-party payment modification options

Escalate to Manager Immediately When

  • Payment outcome is unclear after retry
  • Void/return is blocked or policy-restricted
  • POS Code or device setup must be changed
  • Day-end cannot proceed normally