User Role Permissions: Manage Roles and Settings Guide

Settings - Manage Roles - User Role Permissions

Article Contents: 

This article contains information on User Role permissions.

Settings > Manage Roles > Action > Edit Permissions 

Step 1:  Click on the Gear Wheel icon on the top right corner of the screen. Then, click on the Manage Roles button from the row on the left menu. The USER ROLES screen will show a list of pre-defined roles.



Step 2: Click on the Action button (three small dots) and the system will open a pop-up list for various options. Click on Edit Permissions where you will find a drop-down with various access areas. You can choose for the role that controls access to particular actions within a module or access to an entire module altogether.







Step 3: You can choose for the role that controls access to particular actions within a module or access to an entire module altogether.



Step 4: Below is a list of Control Access.

Activities - View/remove Activities tab from the top row.

BevCart POS - View/remove BevCart POS tab from the top row (online version only). This is formatted for functionality on tablets in environments that require touch-screen mobility.

CRM - Toggle on/off which action you would like to have this user role to be able to have access to.
Allow Modifications of Flags
Archive Customers
Bulletin Board
Campaign History
Create Email Campaign
CRM
Customers
Loyalty Ledger Adjustments
Manage Groups
Members

Event Manager - Module on top row of POS. Toggle on/off entire module or any of the individual actions below.
Activity League Manager
Activity Outing Manager
Archived Events
Banquet Manager
Close Events
Event Calendar
Golf League Manager
Golf Outing Manager
Online Events
Online Meeting Room

Global View - The ability to switch between Club/Course/Terminal Location/Terminal.


GM Closer - Toggle on/off for this user role to have access. 

Inventory - Being able to view or edit costs of inventory.
Edit Costs

Manager Override - Should be used for those in a manager role. Ex. Employee wants to delete an existing tab without completing the transaction for any given reason. The system will prompt for a manager override PIN. Until this PIN is used the system will not delete an existing tab.

Membership Management - Toggle on/off for access regarding your membership.
Invoice/Enter Payment
Member Adjustments
Members List
Payment History
Payment Management 
Purchase History

On Demand - Toggle on/off for this user role to be able to view any information in the On Demand module.

Orders - Toggle on/off what actions you want this use role to be able to perform.
Receipts
Refund
Reprint
Tips
Void

Register - Toggle on/off which action you would like to have this user role to have access to in the Register module.
Add rack rate tool
Add tip
Can Discount in Order Tab
Can Discount Individual Items in Register
Cash Payout
Credit Books Tool
Customer Lookup Tool
Day End Closing
Divide Pay
Event Deposit Tool
Event Final Payment Tool
Gift Vouchers
Membership Payments
Open
Open Other Employees Tabs
Pull Tabs
Quick Tab
Refund Vouchers
Reserved Tables Tool
Revenue Ticker
Sessiontime Ticker
Share Tips Tool
Shift Close Out
Table Management
Teetime Ticker
Tips Manager
Tips Summary Tool
Transfer Tabs
Voucher Deposit Tool

Reports - Toggle on/off the report that you do not want this user role to be able to view.
Activity Rates
Activity Breakdown
Activity Played
Aging
Bagracks Assigned
Cash Payout Summary
Charity Summary
Clock In Out
Comparative Sales
Credit Voucher
Customer Flags
Customer Loyalty
Customer Spend by Department
Customer with Saved Card
Daily Course Summary
Employee Drawer
Event Payments
Events aging
Events Finalization
General Ledger
GL Code
GL Code Report V2
Golfer History
Invoice
Jonas Sales
Liability Account
Lockers Assigned
Members Activity
Member Spending Report For Minimum
Membership Adjustment
Membership Billing
Membership Details
Membership Type Change
MIR 
Muni GL Code 
On Hand
Oracle GL Code
Payment Reconciliation
Payment Summary
Payments Failed Through Wallet
Quickbooks
Receive Inventory
Round Breakdown
Rounds Played
Sales by Department
Sales by Employee
Sales by Item/Sku
Sales by Item 
Sales by Month By Sku
Sales Detail by Department
Sales Tax Detail Department
Server Banking Summary
Tax Management
Tee Booking & Cancelation
Terminal Closing
Terminal Summary
Tip Ledger
Tips Summary
Trend
Variance
Void/Return
YellowDog One Way Sync


Reservation - Toggle on/off for this user role to have access. 

Sales - Toggle on/off for this user role to be able to view any information in the Sales module.

Settings - Each item is a section in settings (gearwheel) in the pos. Toggle on/off each section you want this user role to have access too.

Starter Heat Map - To be able to view the heat map on the Starter Sheet.

Starter Sheet - Toggle on/off functions within the Starter Sheet.
Edit Carts
Edit Reservation Times
Edit Starter Times

Tee Sheet - Toggle on/off functions within the Tee Sheet Sheet.
Distribution Engine
Heat Map
Manage Blocks (ability to edit and delete blocks)
Rate Map

Venue Manager - Toggle on/off for this user role to be able to view any information in the Venue Manager module.

Vouchers Manager - Toggle on/off functions within the Vouchers module.
Awards
Credit Book Vouchers
Gift Vouchers
Membership Application
Punchcards
Raincheck Vouchers
Refund Vouchers

For more information on the Manage Roles module, CLICK HERE.


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