In this article, you will be given instructions for web access levels and restrictions. When employees have certain web access levels, they can utilize these features on salesvu.com, and the account owner can track employees' activity for enabled accesses. To get to the access levels/restrictions page, follow the steps below:
- Log in to SalesVu.com
- Go to "Employees" on the left-hand menu then select the "Access Levels" tab
- Select an employee and click "Edit"
- By default, it will open the "Web Access Levels"
- Enable or disable Web Access Levels for employee
'Restrictions' can be found on the same page by scrolling down the vertical bar at the left.
Permission
| Product Management | This setting will allow the employee to access "Products and Services" on the dashboard. Enabling this permission will grant actions like being able to add a product, change its price and change the order in which it appears on the POS. |
| Employee Management | This setting will allow the employee to access "Employee Management" on the dashboard. Enabling this permission will grant access to the employee to manage the full employee section, manage their own schedule, view other employees' schedules, manage self-clock in/out, manage other's clock in/out, and won't allow them to edit their own hours in the Hour Report. This Access Level is recommended for managers only. |
| Inventory Management | This setting will allow the employee to access "Inventory Management" on the dashboard. The employee will have access to perform any activity such as view and adjust inventory; view new and received POs; create, clone, and delete POs; view threshold levels; manage vendors; view inventory adjustments and transfers, and create Profitability Reports. |
| Settings | This setting will allow the employee to access "Settings" on the dashboard. Enabling this permission will grant actions like viewing, editing, creating, and deleting different payment methods, receipt settings, logo, access to the account's general settings, choosing cash denominations, and enabling cross-device sync. This permission is generally enabled for the account owner. |
| Reports | This setting will allow the employee to access "Reports" on the dashboard. Enabling this permission will allow the employee to create any report and have access to all the information from the Reports Module to export it. We typically see this permission with owners, finance, and management. |
| Discounts | This setting will allow the employee to access "Discounts" on the dashboard. Enabling this permission will grant access to view, add, edit and delete the different discounts in the account. |
| Orders | This setting will allow the employee to access "Orders" on the dashboard. Enabling this permission will grant the employee the ability to access previous order history by location, perform refunds, review extra charges, and delete past orders. |
| E-Commerce Management | This setting will allow the employee to access "Webstore" on the dashboard. Once this permission is enabled, the employee can view, create, and edit the business' website design and set up the different delivery preferences for online ordering, such as delivery, pickup and curbside pickup. |
| Customer Management | This setting will allow the employee to access "Customers" on the dashboard. Enabling this permission will allow access to the customer's information, such as Name, City, Zipcode and also check the different groups previously created in the portal. We recommend enabling access to "Customer Management" if the employee is handling "Marketing" and "Recurring Billing". |
| Invoicing | This setting will allow the employee to access "Quote & Invoicing" on the dashboard. Enabling this permission will allow the employee to view, add, edit and delete any invoice and quotes. |
| Reservation/Appointment Management | This setting will allow the employee to access "Table Reservation/Appointment" on the dashboard. Enabling this permission will grant the employee access to view, add, and edit services, layout, time slots, employee scheduler, appointment calendar, and reservation payment options. The employee handling "Management Access" should have access to this level for the employee scheduler. |
| Change Order Employee | This setting will allow the employee to access to the "Orders" report and re-assign an employee to an order. This feature is often used by management when an employee order may need to belong to another employee for the purposes of tip allocations. It also allows the viewer to review orders by an employee; this way will be easier to add tips and check every order performed by every employee. |
| Accounting | This setting will allow the employee to access "Accounting" on the dashboard. In this section, the employee will have access to see the accounting module, whether you have linked your ZohoBooks or QuickBooks account. This is a feature generally enabled for managers. |
| Recurring Billing | This setting will allow the employee to access "Recurring Billing" on the dashboard. Enabling this permission will grant permission for an employee to create recurring monthly, weekly, and yearly billings for customers and access to Historical Data. |
| SalesVu Gift Card | This setting will allow the employee to access "Gift Card & Loyalty" on the dashboard. Enabling this permission will allow the employee will be able to see everything related to Gift Cards. View all the gift card information such as Number, Customer Name, Outstanding Status, Account Linked, Create Date, and type of Gift Card (Digital/Physical). Also, the employee can search, add or import gift cards in this section. |
| Show "Reinstate" & "Refund" for Deleted Orders | This setting will allow the employee to view the "Orders" report to reinstate and refund deleted orders. By default, employees cannot reinstate or refund deleted orders. |
| Resource/Employee dropdown on Appointment Calendar | This setting will allow employee access to select a resource and employee when setting up an appointment. |
| Website Builder | This setting will allow the employee to access the website builder module. Once this permission is enabled, the employee will have access to create, edit, manage and set up the configuration to complete your business's website. |
| Manage Group Deals | This setting will allow the employee to manage the Group Deals. Once this permission is enabled, the employee can edit the Group Deals requirements. |
| Manage Customer Satisfaction | This setting will allow the employee to access the dashboard's Manage Customer Satisfaction tab. Once this permission is enabled, the employee will have access to review and manage customer satisfaction ratings by reviewing the linked Order, Reply, Add a Note or Mark as Invalid, via email. |
| Manage Message Center | This setting will allow the employee to access the 'Message Center' and check every communication between the business and the customers. The employee who has access to this feature will be able to reply and communicate with the customer through this module via SMS. |
| Additional Charges | This setting will allow employees to access 'Additional Charges' tab under settings. Once enabled, the employee can create different additional charges that can be applied during a sale on the POS. For example 10% service fee. |
| Integration Access | This setting will allow employees to access integrations (E.g. processor, inventory)tabs under Settings. |
| Referral Program | This setting will allow employees to access 'Referral Program' tab under Account Settings. Once enabled, the employee can send your customer id to other business owners and ask them to enter it in the 'referred by' section when they sign up for credit card processing. |
| Currency, Date & Time Setting | This setting will allow employee to access 'Currency and Date & Time Setting' tab under Account Settings. Once enabled, the employee can change the operating currency and date or time settings of your account |
| Manage Subscriptions | This setting will allow employees to access 'Manage Subscription' section on the left-hand menu, there employees can upgrade & stop your subscription with SalesVu, and they also can increase or pause app & employee licenses. |
| Manage Locations & On-Premise Apps | This setting will allow employees to access 'Locations' and the "On-Premise Apps section on the left-hand menu. Employees can edit your location(s) info in the location section, and in the On-Premise apps, they can manage your payment devices. |
| View Dashboard | This setting will allow employees to access 'Dashboard' section on the left-hand menu. Once enabled, the employee can overview core information within your account (such as sales, transactions, inventory etc.) |
RESTRICTIONS
| Do not Allow to edit Own Hour in Hour Report |
By enabling this setting, employees cannot edit their work hours in the 'Hours' report under 'Employees' section.
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| Hide filters except "Search By" for Orders Report | If this setting is enabled, when employees run 'Orders' report, they will not have access to filters except "Search By" filter. |