You can streamline access management by creating permission groups that define what clerks are allowed to do at the point of sale. Instead of setting permissions for each clerk individually, you can assign them to a permission group and update multiple clerks at once. This guide explains how to set up permission groups and provides a complete breakdown of each available permission and what it controls.
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.
⚠️ Warning: Updating a Permission Group changes all Clerks assigned to it, allowing you to easily update and amend permissions on mass.
Create Clerk permission groups
To create Clerk permission groups, follow the steps below:
Go to the Newbridge back office log in page.
Entering your username and password.
Click Log in.
From the left-hand menu select Clerks and Attendance.
Select Permission Groups.
Select New.
Enter a clear and concise name for the Permission Group.
Toggle on the permissions as required.
🤓 Tip: Find a list of all the permissions in the next section of this article.
Click Save.
Clerk permissions explained
Find below each toggle name and when activated, the permissions it provides:
Is Hidden?
Hides the clerk on the till system, when going to the settings icon, clerks, they will not appear in the list, which prevents other people from learning the code.
Can Refund?
Allows the clerk to enter refund mode, then finalise the transaction.
Can void?
The clerk can use the “void” function to remove products from a bill, prior to saving to a table, as well as afterwards.
Can Sell Restricted Products?
Allows the clerk to sell a product which has had the age restriction field enabled.
Can No Sale?
The clerk can use the “No Sale” function. This opens the cash drawer when required.
Can Expense?
Allows the clerk to enter expense mode, which can then be used to take petty cash from the till.
Can Set Selling Price?
Gives the clerk the power to use the Price Level Function and adjust the price level of the till they are using.
Can Stop External Applications?
Once paths to message broker, table manager, uploader are set (not required) the functions that control these programs will then work, as well as stopping them running with this permission.
Is Manager?
Grants access to the lightning bolt/cog settings icon at the top left of the page. From here clerks can change settings directly on the till.
Can Discount?
Any discount buttons are blocked for the clerk until this permission is enabled.
Can Wastage?
Allows the clerk to enter wastage mode, they can then waste any products which are set up with stock.
Can X Report?
Gives the clerk the ability to run an X Report on the till, this does not end the financial day.
Can Unlock Tables?
With this permission, the clerk can force unlock a table, which is already open on another device. Can cause duplications; use with caution.
Can Sync Tables?
This permission is only for ResDiary integrations, it allows the clerk to sync the table plan with ResDiary. Used if they have added/removed tables on ResDiary.
Can Config?
This permission lets you edit the screen layout, adjust POS colours as well as back up the database from within the POS.
Can Reopen Tran?
Grants access to pull a transaction back on to the till that has previously been paid off, inside the current financial window, if a Z report is run, the transaction will no longer be retrievable. Once retrieved, it can be paid off with an alternate payment method or voided off.
Can Restart App?
Gives the clerk access to the “restart application” function. This restarts Newbridge, as well as all other parts such as the uploader, table manager and message broker.
Can Z report?
Gives the clerk the ability to run the Z Report on the till, this ends the financial day.
Is Trainee?
With this permission active, any transactions that the clerk makes will not get recorded, they will not go to the back office, or appear on the X/Z Reports. Items will still print to the kitchen.