How to manage POS user access

Touche follows a template based access level management, where different templates can be given different access permissions, and one template can be assigned to a user. This access level includes, functions in the POS, reporting, Night Audit, Interfacing and further on.

Creation of New Templates:

This can be done 2 ways:

• Creating a blank template:
  1. Go to Templates Master and select Add New. 
  2. Enter code and name for the new template and select Save
  3. You will now be access to access and edit the template, as blank.
• Copying an existing template:
  1. Go to Function Template Link and select an existing template to copy in the right.
  2. Select Copy Template, and input the code and name for the new template.
  3. You will now be able to access and edit the new template, built as a copy of the old.

Modifying the templates and their permissions:

The Function Template Link screen shows all functions of the system in the left, and the template's available functions in the right. Below are the primary ones

To add a function permission:

1. Select the Template from right

2. In the Search box above, search the function using a basic word of parameter.

3. If you identify matching results, expand the functions and tick the boxes in the right of those results and click the right arrow. If you do not see any results otherwise, it is because the search word is incorrect.

4. Select Save and verify.

To remove a function permission:

1. Select the Template from right

2. In the Search box above, search the function using a basic word of parameter.

3. If you identify matching results, tick the boxes in the left of those results. If you do not see any results otherwise, it is because either the user does not have access or the search word is incorrect.

4. Select Save and verify.