Learn how to require a manager PIN approval for certain actions on the POS such as opening the cash drawer or cancelling a check.

Contents

Define what actions require manager approval

This can be done in the POS Settings section of the SpotOn Merchant dashboard.

Action	Display

Action

Display

Navigate to the Employee POS Permissions Page

Select the button in the top-left corner of the screen to expand the navigation menu
Select Settings
Select Account Settings
Select Employee POS Permissions

On the Employee POS Permissions page, select what features you want to require manager approval.

When the feature is toggled on (blue), that specific action will prompt for a manager to enter their PIN code for approval.

Refund with a receipt

Action	Display

Action

Display

1. Select the button in the top-left corner of the screen to expand the navigation menu

2. Select All orders

In the list view that appears, select the refund icon next to an order you want to refund

4. On the order detail page that appears, you may select Refund for individual items, or Refund All to refund the entire transaction

5. A prompt for appear for manager approval. Enter a manager PIN to authorize and process the refund

Action	Display
1. Select the button in the top-left corner of the screen to expand the navigation menu 2. Select Refund 3. the order you would like to refund 2. Select the button in the top-left corner of the screen to expand the navigation menu 3. Select Refund

Follow the below instructions for reference on each user’s permission level.

Action
1. Navigate to the SpotOn Dashboard website and log in with your credentials
2. On the left-hand navigation bar, select Employees 3. Select My Employees from the dropdown menu
This page will have your employees listed. An employee is logged into the POS by using a PIN.