Set up POS access around the work each person does. CleverPays helps configure user roles and reporting so managers can give the team useful tools without sharing every function across the business.
Individual access helps distinguish who performed an action and makes it easier to change permissions when someone joins, changes roles or leaves.
We review the user options available in the selected POS and how managers will maintain them.
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“Solves the problem, saves us money, franchise wide. Thank you CleverPays.”
MunchizSpecialty retail franchise
Cashiers, servers, supervisors and owners may need different functions. Decide who can issue refunds, change prices, view reports or manage users before the system goes live. The setup should reflect real responsibilities rather than giving everyone the same access for convenience.
Time tracking, scheduling, tips and payroll connections may involve different features or applications. We assess the tools your business needs and identify which provider handles each part. A POS staff account should not be mistaken for a complete HR or payroll system.
Explore POS Integrations
Reports can help managers understand activity recorded by the POS. We review which information is available, who needs it and how it should be interpreted alongside the work people actually do.
Explore Reporting
A cashier needs to practise different tasks from a manager. We agree the handover around those roles and include the process for maintaining access after launch.
That depends on the software and account structure. We review the desired roles and site differences before configuring access.
Cernez les rapports et les connexions nécessaires pour comprendre les ventes, l'activité de paiement et les dépôts.
Découvrir les rapports
Choisissez un programme que votre personnel peut expliquer, utiliser et rapprocher à la caisse.
Découvrir les cartes-cadeaux et la fidélisation
Vérifiez comment le paiement peut se connecter aux systèmes sur lesquels votre entreprise compte déjà.
Découvrir les intégrations PDVTell us about your team, the POS you use and which actions need clearer control.
