Switching Roles in the POS
What This Means
If you hold multiple positions within the system (for example, moving from a Cashier role to a Manager role), you can easily transition between them directly from the Point of Sale (POS) interface. You do not need to perform a full system log-out and log-back-in to change your permissions.
⚠️ Note: Switching your role will automatically clock you out of your current role and clock you into the new role seamlessly, ensuring your worked hours are tracked accurately for payroll and reporting.
How to fix it:
Follow these simple steps on your POS screen to remove the tax:
Follow these precise steps to change your active role while remaining logged into the terminal:
- Step 1: Open the User Menu Locate and tap the user/profile icon in the top right corner of the POS screen to open your account settings dropdown.
- Step 2: Select the Switch Action From the dropdown options, look for and select Switch Role. This will open a screen displaying all roles assigned to your profile.
- Step 3: Select Your New Role Tap the new role you need to use for your upcoming tasks.
- Step 4: Confirm and Refresh Permissions Confirm the selection. The system will automatically clock you out of your previous role, clock you into the new one, and refresh your screen with the permissions tied to that specific role. You can now continue working.
Still Need Help?
If the role you need is missing from the list, or if the system prevents you from switching, your account permissions may need to be updated. Please contact your system administrator to verify your assigned roles, or submit a ticket to our support team.