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#Lightspeed onsite employee clocking in how to
#Lightspeed onsite employee clocking in serial numbers
#Lightspeed onsite employee clocking in serial

Inventory - Transfers: Send stock for transferĬan send items in transfers between locations.Ĭan import both items and item images into inventory.Įnables or disables all eCom permissions.Ĭan access eCom from the main menu drop-down.Įnables or disables all Customers permissions.Ĭan access the Customers area. Can also edit existing serial numbers.Ĭan export customer data from the following areas:Ĭan delete customer accounts and anonymize customer data in entire Retail account.Ĭan see full gift card numbers instead of just the last four digits.Įnables or disables all Payments Reports permissions.Įnables or disables all Settings permissions.Ĭan access Employee Setup and Employee Roles under Settings.Ĭan delete employee accounts and anonymize employee data in entire Retail account.Ĭan set price rules, discounts, payment types, and taxes.Ĭan access inventory-related settings under Settings.Ĭan add, configure and archive register rules. Transfers are only available in multi-store accounts.

Inventory - Purchase Orders - Add Received to InventoryĬan add received items in purchase orders to inventory.Ĭan create inventory counts and enter count data.Ĭan create, build and receive transfers between locations.

This is required for more advanced permissions that add or remove inventory. Can also edit existing serial numbers. Can see the Cost column in Inventory Count Shrinkage reports.Ĭan create new items or edit existing items.Can view the Margin and Profit KPIs in Home if also have Reports enabled.If disabled, can only see the QOH of an item in locations that they have access to. If enabled, the QOH of an item in all locations displays when: Inventory - Show quantity-on-hand for all locationsĬan see the quantity-on-hand (QOH) of an item in all locations regardless of their location access.

#Lightspeed onsite employee clocking in serial numbers

If the employee does not have inventory access, they can only change an item’s price for a sale.Ĭan import items from catalogs to the local inventory from the Sales screen.Ĭan apply a discount to individual line items.Įnables or disables all Inventory permissions.Ĭan access the Inventory area. Can also add serial numbers during the sale of serialized items. If this is enabled and the employee has inventory access, they can change an item’s price from the item settings for all subsequent sales, and also directly from a sale, which affects the item price for that sale only. This does not apply to a user’s ability to physically open a register.Ĭan change the prices of items. Disabling this option prevents the user from making sales.Ĭan open a register (till) to process sales and refunds.

Can access Home (with the Margin and Profit KPIs hidden).Ĭan edit clock in/out entries of other employees.Ĭan manually enter identification details for items that require age verification.Įnables or disables all Sales permissions.Ĭan access the Sales area.

A user without external login rights can only log into Lightspeed Retail using their access PIN locally when the application is open.

Configure the permissions of the employee role (see the table below).Įnables or disables all General permissions.Ĭan log into Lightspeed Retail from any device connected to the internet when the Lightspeed Retail session is closed.

Give the new employee role a meaningful name.

From the main menu, click Settings > Employee Roles.

Only unassigned employee roles can be archived and unarchived.

Every employee role you add needs to have a unique name.

You can add up to 21 custom employee roles.

When adding new employee roles, also keep in mind the following rules surrounding employee roles: If you do, give new employee roles meaningful names such as Summer Intern or Floor Manager for example. Although Lightspeed Retail includes built-in roles such as: Owner, Admin, Manager and Associate to help you get started, we encourage you to define the roles that make the most sense for your business.

#Lightspeed onsite employee clocking in how to

For more information on how to do so, please see the What's next? section of our Adding employees article.īefore adding a multitude of employees, first define a well-structured set of employee roles. Should an employee need their own set of permissions, you can give them a Custom employee role and set their permissions from within their employee account. Because multiple employees can be assigned to the same employee role, you'll also save time by not having to set or edit permissions for every individual employee. For example, you might want to disable access to the Reports section for employees with the Associate role. You can use employee roles to group and limit your employees' levels of access in your Retail account.