User profiles & roles🔗
PosCaisse handles several roles — not just two
The register supports 5 employee roles (Admin, Manager, Cashier, Kitchen, Server), with in addition customizable permissions on a case-by-case basis. To make reading easier, this guide groups these roles into two broad profiles — Admin and Cashier — but your register is in no way limited to two profiles.
The roles of PosCaisse🔗
Each employee has a role that determines what they can do:
| Role | Who for | Rights |
|---|---|---|
| Admin | The manager/owner. | All rights, without exception. |
| Manager | Dining area/team supervisor. | Almost all rights, except the management of authorizations and licenses. |
| Cashier (Cashier) | Payment staff. | Rights granted on a case-by-case basis (sales, discount, refund…). |
| Kitchen (Kitchen) | Kitchen staff. | Rights granted on a case-by-case basis. |
| Server (Server) | Dining area staff. | Rights granted on a case-by-case basis. |
Fine-grained permissions, and customizable roles
For the Cashier, Kitchen and Server roles, the Admin chooses precisely which actions are allowed (e.g. "can apply a discount" but "cannot refund"). You can even create new roles. See C2. Employees and C12. Authorizations & roles.
Two profiles for reading this guide🔗
Rather than repeating each screen for every one of the 5 roles, this guide is read according to two typical profiles. Identify yours:
Groups the Admin and Manager roles — those who install, configure and control the register:
- company information (logo, address, tax details…);
- categories, products, customizations;
- design of the POS screen;
- printers and cash drawer;
- employees, reports, licenses, backup.
➡️ Journey described in Part A (configuration) and Part C (advanced administration).
Groups the Cashier, Server and Kitchen roles — those who use the register on a daily basis:
- take orders on the sales screen;
- take payment (cash, card, split);
- print receipts, hold/recall;
- discounts & promos (depending on rights);
- end-of-service closure.
➡️ Journey described in Part B.
Do you have a Manager, Server or Kitchen role?
Read the profile closest to your work: a Manager mostly follows the Admin profile, a Server or a Kitchen employee mostly follow the Cashier profile. The screens stay the same; only your permissions change what you can actually do.
The accounts used in this guide🔗
To illustrate this guide with screenshots, we use two demonstration profiles:
| Account | Role | Use in the guide |
|---|---|---|
| Demo admin | Admin | Configuration and administration screenshots (Parts A and C). |
| Demo cashier | Cashier | Daily usage screenshots (Part B). |
PIN code security
Each employee logs in with a personal PIN code. In production, never use the same PIN for several people and choose codes that cannot be guessed: the PIN identifies who did what (sales, refunds, drawer openings) in the audit log.
Next step: The hardware (Sunmi D3 Pro).