Configuring staff roles, PIN codes, and access permissions

Overview

Protecting your restaurant's financial records, discount controls, and menu configurations requires granular staff access controls. Scaneet offers pre-built role templates with customizable security permissions.

Built-in Role Profiles

Scaneet includes four default operational roles:

1. Store Administrator / Owner

• Full access to sales analytics, revenue reports, and financial exports.
• Authority to configure pricing, discounts, and branch settings.
• Ability to create and edit employee accounts and PIN codes.

2. Store Manager

• Daily operational oversight including shift opening and closing reports.
• Authority to approve bill voids, order cancellations, and customer discounts.
• Access to menu stock status and inventory adjustments.

3. Cashier

• Front-of-house order entry, payment settlement (cash, card, mobile wallet), and receipt printing.
• Restricted from modifying menu pricing or viewing macro revenue analytics.
• Requires manager PIN override to void a paid ticket.

4. Waitstaff / Server

• Tablet ordering mode: punch in guest orders at the table, submit modifiers, and check kitchen status.
• Cannot settle payment or view financial reports unless authorized.

Step 1: Adding a New Employee Account

1. In the admin console, open Staff → Employee Directory.
2. Click + Add Staff Member.
3. Enter their full name, contact phone number, and assign their Role.
4. Set a unique 4-digit Terminal PIN for quick login on shared POS and tablet devices.

Step 2: Configuring Override Privileges

1. Under Staff → Security Settings, configure manager override rules:
   • Require Manager PIN for bill discounts exceeding 10%.
   • Require Manager PIN for item deletion after order submission to kitchen.
   • Restrict cash drawer manual opening without a transaction.

Step 3: Deactivating Former Employees

When an employee departs, revoke access immediately:

1. Open Employee Directory.
2. Click the employee's name and set status to Inactive.
3. Their PIN code is revoked across all terminals instantly.