How to Set Tender Permissions by Role | Finance

Set role-based permissions in Retail Core for each payment type, and define overrides at the location level if needed. ECR checks user role when a tender is selected. If the user’s role lacks access, the system prompts an authorized user’s password.

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Video Guide

00:00: Learn how to set tender permissions by role in Retail Core.

00:04: On your Retail Core management suite dashboard, click the Finance tab.

00:08: In the sub-menu, click the tender tab.

00:11: Click Tenders from the drop-down menu as highlighted.

00:14: Click on a highlighted number to select the tender for which you want to set roles.

00:19: There may be many tender options; you can manage them by scrolling through the pages

00:23: and clicking on the page arrows.

00:26: Click on the Employee access level field to view the options for choosing the

00:30: role whose permissions you want to set.

00:33: Select the role to assign permissions for this tender from the drop-down menu.

00:38: Click Save to apply the changes made to the specific permissions.

00:42: Thanks for watching!

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