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Managing users and floor plans

Getting started guide

In this article, learn how to set up a user for each employee to control what they can access at the POS, and set up a floor plan to manage orders by table. Navigate to other articles in the guide using the carousel below.

For your staff to eventually use the Restaurant POS app, you’ll need to add them as users to give them the ability to log in, take orders, and make sales. Users have a specific role and set of permissions determined by the user group they’re assigned to.

If you have wait service, you’ll also have to set up a floor plan so that staff can manage tables in Restaurant POS. Floor plans organize your tables to make it easier for staff to serve customers efficiently and manage their orders.

Setting up POS users

Setting up POS users in the Back Office allows your staff to perform their day-to-day responsibilities in the Restaurant POS app, like clocking in and out, taking orders, and declaring tips. Setting up individual POS users for each of your staff allows you track sales, attendance, and activity by employee and control employee permissions.

  1. Log in to the Back Office with your Lightspeed credentials.
  2. From the navigation menu, select Configuration > Users > POS users.
  3. Click Add a new user.Back Office 'POS users' page with 'Add a new user' button highlighted.
  4. Enter the POS user settings, such as their username and first and last names.
  5. Select a user group to define the user's role and control the permissions for what they will be able to access.

    Your account comes set up with three default user groups: Clock-in only, Manager, and Staff. To see which specific permissions apply to each user group, configure its settings. If necessary, create additional user groups to further organize users and control their access.

  6. Click Add user to create the user.

Setting up floor plans

To manage table service orders, you’ll need to set up a floor plan with tables and sections appropriately matched to those in your physical restaurant. Floor plans in the Restaurant POS app allow you to reflect the layout of your location so your staff can quickly identify available tables, manage orders, and keep track of occupied and open seats.

  1. Log in to the Back Office with your Lightspeed credentials.
  2. From the navigation menu, select Configuration > Settings > Floor plans.
  3. Click Add to add a new floor plan.Back Office 'Floor plans' page with 'Add' button highlighted.
  4. Enter a unique floor plan name, and click Save to continue.
  5. Click Add table to start adding tables to your floor plan. Drag and drop tables on your floor plan to reposition them according to how they’re placed in your restaurant. A floor plan in Back Office with the 'Add table' button highlighted.
  6. (Optional) Click the Settings tab and configure floor plan and printer settings, like the table display name and receipt printing profile.
  7. Click Save to finish creating the floor plan.

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