Users on Lightspeed Restaurant represent the staff working at your establishment. Users are configured on the Back Office and displayed on the Restaurant POS app according to their username and user type.
Users can interact with the POS in a number of ways. Some users (such as kitchen staff) may only use the POS for time management by clocking in and out and declaring tips. Some users (such as servers) can use the POS to process orders but do not have as many administrative permissions as a shift manager. Other users (such as shift managers) can perform managerial functions like opening a sales period, counting a cash float, voiding receipts, or running reports. All of these different users interact with the POS according to how their permissions and roles are configured on the Back Office.
Using the Home screen: The Home screen is the main lock screen that users navigate from to clock in or process orders.
Clocking in and out: Clocking in and out involves starting and ending a user shift on the POS. Clocking in and out is applicable for multiple user types, such as managers, servers, and kitchen staff.
Opening or closing a sales period: Opening a sales period involves starting a working shift on the POS and counting a cash float. Only shift managers with the set permissions are able to start a sales period. Other sales staff are unable to process orders on the POS until a sales period has been started.
Counting a cash float: Devices and users enabled with the count cash float setting will be prompted to count the cash float at the start and end of a sales period. Because this is part of the opening shift workflow, only managerial and admin users with the set permissions are able to count a cash float.
Declaring tips: The tax declaration feature allows employees to self-report the amount of tips they leave with at the end of their user shift. Enable the tip declaration feature from the Back Office for a user group, declare tips in the Restaurant POS app when clocking out, and view reporting on declared tips in both the POS and Back Office.
Understanding user settings: Users who use the POS to process orders have certain settings they're able to access, according to their user type. These permissions also impact what they can view from the POS > Settings menu.