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.

Who Can Do What in Store

POS action permissions are managed in HQ at POS Settings -> POS Users -> User Groups.

Task	Cashier	Manager
PIN login and roster clock in/out	Yes	Yes
Open table/order and add items	Yes	Yes
Standard checkout and payment collection	Yes	Yes
Retry failed payment (basic flow)	Yes	Yes
Change POS Code / terminal settings	No	Yes
Day-end execution	No	Yes
Final decision for void/return exceptions	Limited	Yes
Close payment/device incidents	No	Yes

Runtime Permission Prompts

When a protected action is blocked, POS can show:

• Permission denied: the signed-in staff account does not have the required user group permission.
• Input staff code: POS needs a staff code before it can check the permission.
• Input authorizing staff code: a second authorized staff member must approve the action.
• A second staff member is required: the same staff member cannot approve their own protected action.

If one of these prompts appears during service, stop and ask a manager or authorized staff member instead of retrying with random staff codes.

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
• User group permissions configured in HQ POS Users

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