Adding/Editing/Deleting POS Operators (via the POS Manager Module)

• Adding POS Operators
• Editing an Existing POS Operator 
• Deleting a POS Operator
• MealSuite Support Task: Adjusting Timeout Settings for a POS Operator

Adding a POS Operator

You can add new operators (aka users) to the POS via the POS Manager module. To do, complete the following steps:  

1. In POS, from the Tools menu at the top right of the screen, select POS Manager. The POS Manager screen appears. 
   
   
    
2. From the menu on the right side, select Operators. The Operators screen appears. 
   
   
    
3. Enter the following following information:
   • First Name
   • Last name
     
      
4. Assign the operator their required permissions:
   • Can approve void (a void is an item fired to the kitchen but now needs to be removed from ticket/order)
   • Can approve discount
   • Can approve refund
   • Can assign tables - this option gives the POS operator the ability to tables to themselves and other POS operators. See POS Dining Room - Assigning Servers to Tables for more information on table assignment, and specific instructions on assigning tables.
      
5. If it is required to have the operator change their PIN on their next login, select the Staff required to create PIN on next login check box. This is usually for situations in which a new staff member is being onboarded, or if a staff member forgot their PIN, and you would like them to use their own PIN rather than the PIN you provide them below via the PIN code field.
   Note: After the operator changes their PIN on their next login, the Staff required to create PIN on next login check box automatically clears.
    
6. In the Operator ID (4-6 Digits) field, enter a unique operator ID consisting of four to six digits. The operator will use this operator ID each time they log into POS.
    
7. In the PIN Code (4-6 digits) field, enter a PIN consisting of four to six digits. The operator will use this PIN code each time they log into POS. 
   
   Note: If the Operator ID and the PIN Code are the same number, the operator will be logged into POS after entering the Operator ID only. 
    
8. The Associated User for POS Manager Tools drop-down allows you to give a POS operator access to the POS Manager module. For more information, see the following article: Giving a POS Operator Access to the POS Manager.
    
9. Click Add Operator to apply your changes.

Note: The operator has the ability to change their PIN in POS. If so, then the PIN Code field above will automatically update with the operator-created PIN.  

Editing an Existing POS Operator

You can edit an existing POS operator via the POS Manager module, such as changing their permissions, their operator ID and their PIN code. To do so, complete the following steps:  

1. In POS, from the Tools menu at the top right of the screen, select POS Manager. The POS Manager screen appears. 
   
   
    
2. From the menu on the right side, select Operators. The Operators screen appears. 
   
   
    
3. From the left panel, select the operator you want to edit.
4. Make your changes as needed. 
5. Click Save to apply your changes.

Deleting a POS Operator

You can delete an existing operator from the POS via the POS Manager module. To do so, complete the following steps:  

1. In POS, from the Tools menu at the top right of the screen, select POS Manager. The POS Manager screen appears. 
   
   
    
2. From the menu on the right side, select Operators. The Operators screen appears. 
   
   
    
3. From the left panel, select the operator to be deleted. 
4. At the top right of the screen, click the Delete link, and click OK to the confirmation message that appears.

MealSuite Support Task: Adjusting Timeout Settings for a POS Operator

The timeout settings for a POS operator determine how long the screen displays without user activity before automatically signing out the user. 

The timeout settings for a POS operator can only be set by MealSuite Support. If you are MealSuite Support, you can set the timeout settings via the Automatically logout users after X seconds setting in a POS Location.