Create and manage clerk accounts to control till access and permissions across your operations. Set up clerks with customised permissions, roles, wages, and page restrictions to ensure staff have appropriate system access for their responsibilities.
Types of users
Within Newbridge EPoS you have two different categories of system access:
Clerks - are those who are POS operators. Clerks can be created and are assigned a Clerk Permission Group for POS access.
Users - are those who use the Backoffice functions. Users can be created with permissions tailored to meet the specific needs of the site
Create a new Clerk
To create a new Clerk, follow the steps below:
Log in to the Newbridge Back office, entering your username and password.
Select Clerks & Attendance, then Clerks.
Click New.
Select Clerk Details tab, complete the information as required, including:
Set the clerk’s unique Pin and Employee Number. Clerks can share the same name, but each must have a unique pin and employee ID.
Set a Default Shift Start/End time for automated rota population based on these hours.
Choose a Default Screen for example, draught for quick access to commonly sold items like drinks.
Assign a Clerk Area to group and report their hours.
Select Roles & Wages tab, complete the information as required, including:
Set pay type hourly or salary and specify pay rates for example £8.91 per hour for hourly staff.
Assign roles, and mark roles as Enabled for clerks with multiple responsibilities. Set one default role for clocking in.
Select Page Restrictions tab, complete the information as required, including:
When you create a POS Page, you have the chance to limit it to certain clerks, for instance, a manager-only screen for Z-reports etc.
Select the Permissions tab, complete the information as required, including:
Customise the clerk and give each member of staff a completely unique set of clerk permissions, such as void, refund and discount
Click Save.
Edit, copy or delete Clerks
To edit, copy or delete clerks, follow the steps below:
Log in to the Newbridge Back office, entering your username and password.
Select Clerks & Attendance, then Clerks.
Click on the clerk, then choose the applicable option.