Clerks/Staff Groups

 

Back Office > Clerks > Clerk Groups

 

Description

 

This menu item is used to manage/setup Clerk/Staff Groups and thereby control access to individual SwiftPOS Touch terminal POS Keys and SwiftPOS Touch features. SwiftPOS Touch features are restricted via the Security menu item. Clerk/Staff Groups are also used to filter/limit the amount of data viewed/reported on in reports/screens throughout the SwiftPOS application suite.

 

In Task Connect, each Clerk/Staff Group can be assigned to multiple access levels. These access levels can then be assigned to individual keys on the SwiftPOS Touch terminal so that only those Clerks/Staff Members assigned to a certain access level have access to the function on the keypad.

 

To Be Considered

 

  1. All Clerks/Staff Members must be a assigned to a Clerk/Staff Group.
  2. When importing Clerks/Staff from a CSV file using the Custom Import feature, make sure that the Clerks/Staff being imported are assigned to an existing Clerk/Staff Group.

 

Clerk Groups

 

 

This screen is accessed from here.

 

Search Filters

 

  • The filters at the top of the screen can be used to limit the number of rows displayed in the grid. The filters include the following types:


 

Grid

 

The grid displays the: Clerk/Staff Group Number (#), Description and From/To Member. The values in the Description and From/To Member columns can be changed where required. Note : Rows displayed in the grid can be sorted by toggle selecting the column headings.

 

Noteworthy

 

  • From/To Member - Displays/Set a range of Customer/Members assigned to the selected Clerk/Staff Group. This will ensure that Clerks/Staff assigned to the selected Clerk/Staff Group will only be able to add/edit/view those Customer/Members details (in the SwiftPOS Back Office) within the specified range. Also, the same Clerk/Staff Members will only be able to report data in the Member Reports and Member Quick Reports section relating to those Customer/Members within the specified range.

 

Footer

 

  • New - Select to add a Clerk/Staff Group.
  • Save - Select to save changes.
  • Undo - Select to undo changes made.
  • Venue Assignment - Select to open the Location Group Assignment screen to select the Location Groups (Venues) to be assigned to the selected Clerk/Staff Group.
  • Clerk Role Wizard - Select to open the Clerk Role wizard and assign the default Clerk Role and alternate Clerk Roles to the selected Clerk/Staff Group.
  • Delete - Select to delete the selected row.
  • Close - Select to exit.

 

Location Group Assignment

 

 

Operation

 

To create a new Clerk/Staff Group, do as follows:

 

  1. Select New.
  2. Enter a Group Number and Description.
  3. If required enter the Member Numbers to assign a range of Customer/Members to the Group.
  4. Select Save.
  5. Once created assign Clerks/Staff to the Group via the Clerk Full Edit screen.

 

Related Topics

 

  1. Clerks/Staff
  2. POS Configuration Index - Clerks/Staff Configuration
  3. POS Operation Index - Clerks/Staff Features
  4. Security

 

Published 13 Nov 2024