Group Permissions View

Site Manager > Security > User Groups > User groups

What is the view used for?

  • Here you can edit the permissions granted to a user group.
  • Select the user group.
  • In the list you can select all by using Ctl + Alt on your keyboard and selecting the Grant button.
  • The permissions are categorized under the plugin that they are valid for. For example, POS permissions are listed under the heading POS permissions.
  • To search for a permission, type it into the search field and select the search button.
  • The users in the group are displayed below the permissions list.
  • Add users to a group by going into Site Manager > Security > Users and selecting the check boxes next to the group that the user should belong to, check their permissions in the permissions tab. Note that any changes made will apply only to that user. To change the settings back to the user group permissions only, select all permissions on the list and select button Inherit.
Fields & buttons Description
Group The group is displayed here, you can edit other groups by clicking on the arrow and selecting another group from the drop-down list.
New Click on New to create a new user group.
Edit Click on edit to edit the name of the user group selected.
Delete Click on delete to delete the user group selected.
Permissions Enter a permission into the search field to find it.
Button:
Search		 Click on the Search button to search for the permission that you have typed into the text box.
Button:
Clear Search		 Click on the Clear Search button to clear the search that you have done, this will make the permissions list go back to its original state.
User Group Permissions List

The permissions are categorized under the plugin that they are valid for. For example, POS permissions are listed under the heading POS permissions.

  • Permissions that are granted have a green circle with a white tick next to them.
  • Denied permissions have a lock symbol and a red/white exclamation mark next to them.
  • To grant or deny permissions, highlight one or select multiple and select the buttons Grant or Deny.
  • This means that all users in this group will inherit these permissions.
Button:
Grant		 Click and highlight a denied permission on the list and select this button to grant it for this user group.
Button:
Deny		 Click and highlight a granted permission on the list and select this button to deny it to this user group.
Users in group A list of users that belong to his permissions group. Double click on a user to go to the User view where you can edit their personal permissions list.

Permissions list

NOTE: "Edit" permissions allows the user to create, delete or edit (manage) the components of the system.

Fields & buttons Description
View card types View card types that the store accepts. (SM > General setup > Payments > Card types).
Edit card types Edit and create new card types that are used in the store. You can create card types from International Credit Cards to Loyalty or Staff Cards. There is also the option to configure your own card by selecting the option Unknown Card. (SM > General setup > Payments > Card types).
View currencies View currencies that the store accepts as tender. (SM > General Setup > Payments > Currencies)
Edit currencies Edit currencies that the store accepts as tender. You can control the exchange rate, the currency units and the company's default currency. (SM > General Setup > Payments > Currencies)
View customers To view customers select: (SM > Retail > Customers > Customers).
Edit customers To edit or view customers select: (SM > Retail > Customers > Customers).
View categories To view group categories select: (SM > Retail > Customers > Group categories).
Edit categories To edit or view group categories select: (SM > Retail > Customers > Group categories > double click on a category or click the edit button).
View customer groups To view customer groups select : (SM > Retail > Customers > Customer groups).
Edit customer groups To edit or view customer groups select: (SM > Retail > Customers > Customer groups > double click on a group or click the edit button).
View configuration wizard templates To view the configuration templates select: (SM > Store setup > Configuration wizard > Wizard templates).
Edit configuration wizard templates To edit or view the configuration templates select: (SM > Store setup > Configuration wizard > Wizard templates > double click on a template or click the edit button).
View EFT mapping setup To view EFT mapping setup select: (SM > General setup > Payments > EFT mappings).
Edit EFT mapping setup To view or edit EFT mapping setup select: (SM > General setup > Payments > EFT mappings> double click on a scheme or click the edit button).
Run End of day Run End of Day operations, manage unposted statements, posted statements, Financial reports and Item sales reports. (SM > Retail > End of day)
Manage gift cards View and edit gift cards. (SM > Gift cards/credit memos > New gift cards/Gift cards)
Manage credit memos View and edit credit memos. (SM > Gift cards/credit memos > Credit memos)
Manage central suspensions View and edit central suspensions. These are suspended transactions that are saved on the Store Server waiting to be reinitiated. (SM > Retail > Transactions > Suspended Transactions/Suspension transaction type)
View customer ledger entries Select: (SM > Customers > Customers> select a customer > Ledger tab > double click on a scheme or click the edit button).
Edit customer ledger entries To email or add a payment to the customer, select: (SM > Customers > Customers> select a customer > Ledger tab > select a transaction and click on E-mail or Add payment button.
Manage POS licenses View and edit POS licenses. (SM > Security > POS Licensing)
View label templates

View the label templates available for printing labels for items and customers.

Store setup > Forms and labels > Item/Customer label templates
Edit label templates

View and edit the label templates for printing labels for items and customers.

Store setup > Forms and labels > Item/Customer label templates > highlight a template and click on the edit button.
Print labels

Prints labels for items and customers.

Retail > Retail items > Retail items > Label printing or

Retail > Customers > Customers > Label printing
Edit POS menus Edit POS button grid menus. (SM > Store setup > Look and feel).
View POS menus View preview of POS button grid menus. (SM > Store setup > Look and feel > POS button grid menus).
View price groups View price groups. (SM > Retail > Price/discount > Price groups)
Edit price groups Edit price groups. (SM > Retail > Price/discount > Price groups)
View payment types View payment methods available. (SM > General Setup > Payments > Payment types)
Edit payment types Edit payment methods available. (SM > General Setup > Payments > Payment types)
View receipts This permission is inactive. Use View forms.
Edit forms Edit and create new forms. (SM > Store setup > Forms > Edit forms)
View forms View forms available. (SM > Store setup > Forms > Edit forms)
View stores View stores available. (SM > Store setup > Stores > Stores)
Edit stores Edit and create new stores. (SM > Store setup > Stores > New store/Stores)
View terminals View terminals. (SM > Store setup > Terminals > Terminals/Terminal groups)
Edit terminals Edit and add terminals. (SM > Store setup > Terminals > Terminals/Terminal groups)
Tender declarations Make tender declarations. (SM > Retail > End of day > Tender declarations)
View tax free ranges  
View US configurations View United States configurations. (SM > Store setup > Stores > Stores > Select store > Price/Tax calculations)
View Income and Expense Types View Income and Expense Types. (SM > Store setup > Stores > Stores > Select store > Income/Expense accounts)
Fields & buttons Description
Manage hospitality setup Manage hospitality setup. These are the very basic settings for the terminals. (SM > General Setup > Hospitality > Hospitality Setup).
Manage sales types Manage sales types. (SM > Retail > Retail items > Sales types).
Manage hospitality types Manage hospitality types. You can make general settings for any environment, whether it be a bar or a restaurant. (SM > General Setup > Hospitality > Hospitality types).
Manage dining table layouts Manage dining table layouts. You can do this in Hospitality Types. (SM > General Setup > Hospitality > Hospitality types).
Manage restaurant menu types Manage restaurant menu types. You can do this in Hospitality Types. (SM > General Setup > Hospitality > Hospitality types).
Manage station printing Manage station printing. (SM > General Setup > Hospitality > Printing stations).
Manage menu groups Manage menu groups. (SM > General Setup > Hospitality > Hospitality menu groups).
Manage Kitchen Manager profiles Manage Kitchen Manager profiles. (SM > General Setup > Kitchen Manager profiles).
Manage Kitchen Display Stations Manage Kitchen Display Stations and button grid menus. (SM > General Setup > Kitchen display system > Display stations/Button grid menus).
Manage Kitchen Display profiles Manage Kitchen profiles, including functionality, style and visual profiles. (SM > General Setup > Kitchen display system > Functionality profiles/Style profiles/Visual profiles).
Manage Kitchen printers Allows the user to manage printing functionality within the Kitchen Display System. This does not affect other printing functionality within the LS ONE solution (SM > General Setup > Kitchen display system> Printers).
Fields & buttons Description
Manage Calculate Statement Manage Calculate Statement in End of day operations. (SM > Retail > End of day > Unposted statements).
Manage Post Statement Manage Post Statement in End of day operations. (SM > Retail > End of day > Unposted statements).
Manage purchase orders Manage purchase orders. (SM > General setup > Inventory > Purchase orders).
Manage goods receiving documents Manage goods receiving documents. (SM > General setup > Inventory > Goods receiving documents).
View inventory adjustments View Inventory Adjustments. (SM > General setup > Inventory > Inventory Adjustment).
Edit inventory adjustments Edit inventory adjustments. (SM > General setup > Inventory > Inventory Adjustment).
View and edit stock counting View and edit stock counting. (SM > General setup > Inventory > Stock counting).
View stock level report View stock level report. (SM > General setup > Inventory > Stock level report).
Post and receive purchase order Post and receive purchase order. (SM > General setup > Inventory > Purchase orders).
Auto populate goods receiving document lines Auto populate goods receiving document lines, assuming that the number of goods received is the same as in the purchase order. (SM > General setup > Inventory > Goods receiving documents).
View inventory transfer requests View inventory transfer requests. (SM > General setup > Inventory > Transfer requests).
Edit inventory transfer requests Edit inventory transfer requests. (SM > General setup > Inventory > Transfer requests).
View inventory transfer orders View transfer orders. (SM > General setup > Inventory > Transfer orders).
Edit inventory transfer orders Edit transfer orders. (SM > General setup > Inventory > Transfer orders).
Manage replenishment

Allows the user to manage the replenishment settings on an item (SM > Retail > Retail items > Retail items > edit item > Replenishment tab). See more on Item view, replenishment tab.

Also allows the user to manage Inventory templates and Purchase worksheets (SM > General setup > Inventory > Inventory templates/Purchase worksheets).

View vendors View vendors (SM > General setup > Inventory > View all vendors).
Edit vendors Edit vendors (SM > General setup > Inventory > View all vendors).
Fields & buttons Description
Manage retail item bar codes Manage retail item bar codes. (SM > General Setup > Bar codes > Bar code setup)
Manage bar code masks Manage bar code masks. (SM > General Setup > Bar code mask setup)
View infocode setup View infocode setup. (SM > Retail > Infocodes > Infocodes)
Edit infocode setup Edit infocode setup. (SM > Retail > Infocodes > Infocodes)
View retail items View retail items (SM > Retail > Retail Items > Retail Items)
Edit retail items Edit and create new retail items (SM > Retail > Retail Items > Retail Items)
View item ledger Allows the user to view the item's transaction's details, like date and time of transaction, type of transaction, store and terminal it was performed, etc. (SM > Retail Items > Retail Items > choose an item and go to the Item ledger tab).
Manage retail departments Manage retail departments (SM > Retail > Retail Items > Retail Items)
Manage retail item dimensions Manage retail item dimensions (SM > Retail > Retail Items > Retail Items)
Manage linked items Manage linked items (SM > Retail > Retail Items > Retail Items > Select retail item > Linked items tab)
View customer discount groups View customer discount groups. (SM > Retail > Price/discount > Customer discount groups)
Edit customer discount groups Edit customer price/discount groups. (SM > Retail > Price/discount > Customer discount groups)
View item discount groups View item discount groups (SM > Retail > Price/discount > Item discount groups)
Edit item discount groups Edit item discount groups (SM > Retail > Price/discount > Item discount groups)
View sales tax setup View sales tax setup (SM > General Setup > Sales tax)
Edit sales tax setup Edit sales tax setup (SM > General Setup > Sales tax)
Edit Color/Sizes/Styles Edit Color/Sizes/Styles (SM > General Setup > Variations)
Manage trade agreement prices Manage sales prices (SM > Retail > Retail Items > Retail Items > Select retail item > Prices tab > Sales prices tab)
Manage discounts Manage discounts (SM > Retail > Retail Items > Retail Items > Select retail item > Discounts tab)
Manage retail divisions Manage retail divisions (SM > Retail > Retail Items > Retail divisions)
Manage retail groups Manage retail groups (SM > Retail > Retail Items > Retail groups)
Manage special groups Manage special groups (SM > Retail > Retail Items > Special groups)
Manage item units Manage item units (SM > General setup > Units > Units)
Fields & buttons Description
Open drawer Open the cash drawer/register.
Start of day Trigger the start of day procedure.
End of day Trigger the end of day procedure.
End of shift Trigger the end of shift procedure.
Tender declaration Register the tender in the cash register. An error message appears if the amount does not correspond to the amount counted by the system.
Customer account deposit Put a deposit into a customer account.
Float entry Enter the total float amount into the POS.
Declare start amount Register the amount of cash in the cash register at the beginning of the day.
Tender removal Withdraw cash from the cash register.
Safe drop Track tender that is sent to the Safe.
Bank drop Register tender amounts that are taken out of the drawer and sent to the bank.
Safe drop reversal Correct mistakes made in Safe Drop.
Bank drop reversal Correct mistakes made in Bank Drop count.
Split bill* Hospitality: Split the bill between customers.
Exit hospitality POS* Hospitality: Exit the table and go to the table view.
Print hospitality menu type* Hospitality: The POS user can select which hospitality menu types are sent to the kitchen or bar.
Set hospitality menu type* Hospitality: Set the menu type to the item.
Change hospitality menu type* Hospitality: Change the menu type assigned to an item in the hospitality POS.
Tax exempt transaction Renders the sales items exempt from tax. The code is not set in the Site Manager.
Clear transaction tax exemption Reverts the sales tax to its original percentage.
Infocode tax group change Changes the tax group that is used to calculate tax on the sale.
Customer add Add a customer to a transaction.
Bump order* Hospitality Bump an order
Pay loyalty Payment type: Pay with points belonging to a loyalty card.
Add customer to loyalty card Add a customer to a loyalty card.
View integration mapping  
View integration log  
Edit integration mapping  
Item sale Operation which connects an item and when used this item is sold; Quick button.
Price check View the item's price.
Void item Void an item from the sale.
Item comment Attach a comment to the item in the POS.
Price override Override the item's price and select a new one.
Set quantity Set a new quantity to a sales item.
Clear quantity Set the item's quantity to 1.
Item search Opens the item search window.
Return item Return an item to the store by selling it in a negative quantity.
Return transaction Return a whole transaction to the store.
Show journal View past transactions on the POS.
Loyalty request Request loyalty points for a customer with a loyalty card. Also allows the user to view information about the loyalty card.
Loyalty points discount Uses the existing points to pay the transaction.
Clear sales person Clear the sales person from the selected item.
Invoice comment Add a comment to the invoice.
Change unit of measure Allows you to convert the unit of measure.
Infocode on request Request an infocode on an item manually. The infocode must be pre-assigned on the Site Manager.
Change item comments Edit the comments on an item.
Pay cash Payment type: Pay by cash, you can set an amount to this payment type, if you have many items that are 0.99 and people pay with 1 Euro, you might want to create a payment type “1 Euro Cash” on the POS to make the transaction quicker.
Pay card Payment type: Pay by card. The implementation of this operation depends on your local settings.
Pay customer account Payment type: The payment for the sale is registered to a selected customer account.
Pay currency Payment type: Pay with foreign currency.
Pay check Payment type: Pay by check.
Pay cash quick Payment type: Pay the exact amount by cash.
Pay corporate card Payment type: Pay by corporate card. The implementation of this operation depends on your local settings.
Void payment Payment type: Void a payment from the transaction.
Pay credit memo Payment type: Pay by credit memo.
Pay gift card Payment type: Pay with a gift card.
Line discount amount Discount an item in the sales line by an amount.
Line discount percent Discount an item in the sales line by a percentage.
Total discount amount Enter a total discount amount for the transaction.
Total discount percent Enter a total discount percentage for the transaction.
Manually trigger periodic discount Allows the user to add a periodic discount to the transaction if the item selected is included in any periodic discounts that can be manually activated.
Void transaction Void the transaction.
Transaction comment Adds a comment to the transaction. Can be printed out on the receipt but is not displayed anywhere in the POS. Can be used f.ex. for additional information on an invoice such as an identification number.
Sales person Add a sales person to the transaction line.
Suspend transaction If the transaction is incomplete, you can suspend it and it stays on the system.
Recall transaction Recall suspended transactions.
Pharmacy prescription cancel Voids the selected prescription allowing another POS to select it.
Pharmacy prescriptions Adds a prescription to the POS
Issue credit memo Issue a credit memo.
Issue gift card Issue a gift card. Depending on configurations the gift card can be created through this operation or an existing one activated.
Get gift card balance Displays the card balance after inserting the gift card number.
Display total Display the transaction total on a customer display and calculate discounts if necessary.
Sales order Retrieves and pays for a sales order. Only available with a 3rd party ERP system and requires customization.
Sales invoice Retrieves and pays for a sales invoice. Only available with a 3rd party ERP system and requires customization.
Income account Register tender entered into the POS without sales.
Expense account Register the removal of tender from the POS to pay an expense account.
Return income accounts Return money that was paid to an income account through the LS POS.
Return expense accounts Return money that was paid to an expense account through the LS POS.
Customer search Search for a customer from the database.
Customer clear Clear the customer from the transaction.
Customer transactions Allows the user to view and print the selected customer transactions.
Customer transactions report Allows the user to view and print the selected customer transactions report.
Log off User log off.
Lock terminal Lock the terminal to prevent other users from access.
Log off force Force user log off. Can be used even with an open transaction.
Inventory lookup Look up an item's availability in the inventory.
Initialize report Initialize Z Report to reset the totals on the POS.
Print X Print the sales report.
Print Z Print the sales and statistics report. This zeros down the sales report numbers.
Edit POS layout Edit POS layout by right clicking on the spaces between the button grids and selecting “Button grid properties and also allowed to use the operation "Design mode enable” which allows to change the POS layout.
Minimize POS window Minimize the POS window.
Blank operation An operation left blank for the partners to program their own code.
Run external command Allows the user to run and external command (an operation that can take parameters to run any Windows command)
Execute POS plugin Can run any Dll that is in the POS Plugins folder. Each plugin has to be customized by partner.
Fields & buttons Description
View functionality profiles View functionality profiles. These are the settings for the terminal, staff, hospitality and infocodes. (SM > Store Setup > Profiles > Functionality Profiles)
Edit functionality profiles Edit functionality profiles. These are the settings for the terminal, staff, hospitality and infocodes. (SM > Store Setup > Profiles > Functionality Profiles)
View visual profiles View visual profiles. These are the screen settings for the terminal. (SM > Store Setup > Profiles > Visual Profiles)
Edit visual profiles Edit visual profiles. These are the screen settings for the terminal. (SM > Store Setup > Profiles > Visual Profiles)
View hardware profiles View hardware profiles. These are the settings for the hardware, such as the card reader, the scale and the printer. (SM > Store Setup > Profiles > Hardware Profiles)
Edit hardware profiles Edit hardware profiles. These are the settings for the hardware, such as the card reader, the scale and the printer. (SM > Store Setup > Profiles > Hardware Profiles)
View touch button layouts View touch button layouts. This is the touch button layout set to the screen of the POS. (SM > Store Setup > Profiles > Touch button layout)
Edit touch button layouts Edit touch button layouts. This is the touch button layout set to the screen of the POS. (SM > Store Setup > Profiles > Touch button layout)
View Site service profiles View Site Service profiles. (SM > Store Setup > Profiles > Site Service).
Edit Site service profiles Edit Site Service profiles. (SM > Store Setup > Profiles > Site Service).
Edit Style profiles This permission is inactive.
View Style profiles This permission is inactive.
View Form profiles This permission is inactive.
Edit Receipt profiles This permission is inactive.
View styles setup View styles setup. View the styles available to use in the style profile. (SM > Store Setup > Look and feel > Styles)
Edit styles setup Edit styles setup Edit and create new styles to use in the style profile. (SM > Store Setup > Look and feel > Styles)
View contexts This permission is inactive.
Edit contexts This permission is inactive.
Fields & buttons Description
Access replication Access replication. (SM > General setup > Replication).
View distribution locations View distribution locations. (SM > General setup > Replication > Distribution locations).
Edit distribution locations Edit distribution locations. (SM > General setup > Replication > Distribution locations).
View jobs and subjobs View jobs and subjobs. (SM > General setup > Replication > New jobs/View jobs/Subjobs/Job log/Replication counters).
Edit jobs and subjobs Edit jobs and subjobs. (SM > General setup > Replication > New jobs/View jobs/Subjobs/Job log/Replication counters).
Manually run a job

Allows the user to manyally run a job (SM > General setup > Replication > View jobs > highlight a job and click on the run job icon or right click on the job and select Run job).

Or (SM > General setup > Replication > View jobs > edit a job and click on Run job).
Create multiple subjobs Create multiple subjobs. (SM > General setup > Replication > Subjobs).
View database map View database map. (SM > General setup > Replication > Database maps).
Edit database map Edit database map. (SM > General setup > Replication > Database maps).
View database design View database design. (SM > General setup > Replication > Database design).
Edit database design Edit database design. (SM > General setup > Replication > Database design).
View settings View settings. (SM > General setup > Replication > Settings).
Edit settings Edit settings. (SM > General setup > Replication > Settings).
Fields & buttons Description
Manage number sequences Manage number sequences. (SM > General Setup > System > Administrative Options > Number Sequences)
Manage remote hosts Manage remote hosts. (SM > General Setup > System > Remote hosts)
Manage reports Manage reports.
View audit logs View audit logs. (SM > Tools > Audit log > View)
Manage audit logs Manage audit logs. (SM > Tools > Audit log > Manage)
Maintain administrative settings Maintain administrative settings. (SM > Tools > Administration > Options).
View update service schedule View update service schedule. (SM > General setup > Data Director monitoring > Dashboard).
Manage update service schedule Manage update service schedule. (SM > General setup > Data Director monitoring > Dashboard).
User Permissions Description
Edit action permissions Edit action permissions. (SM > Security > Users > View all users > {Select user} > Permissions tab)
View action permissions View action permissions. (SM > Security > Users > View all users > {Select user} > Permissions tab)
Create new users Create new users. (SM > Security > Users > New User)
Edit user Edit users. (SM > Security > Users > View all users)
Delete users Delete users. (SM > Security > Users > View all users)
Enable/Disable users Enable/Disable users. (SM > Security > Users > View all users > {Select user} > Permissions tab)
Reset password for other users Reset password for other users. (SM > Security > Users > View all users > {Select user})
Create user groups Create user groups. (SM > Security > Users > New user group)
Edit user groups Edit user groups (SM > Security > Users > User groups)
Delete user groups Delete user groups (SM > Security > Users > User groups)
Assign users to groups Assign users to groups (SM > Security > Users > User groups)
Grant/Deny/Inherit permissions Grant/Deny/Inherit permissions (SM > Security > Users > User groups)
Grant higher user permissions Grant higher user permissions (SM > Security > Users > User groups)
Manage user permissions Manage user permissions (SM > Security > Users > View all users > {Select user})
Manage group permissions Manage group permissions (SM > Security > Users > User groups)
Manage authentication tokens Manage authentication tokens for users, ID cards for example. (SM > Security > Users > View all users > Select user > Click on Authentication tokens in Authentication box).

See also

Last updated: 19th January 2015
Version: LS One 2014