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Configurable permissions and manager-approval actions [Ebriza POS NEXT]

Written by Naomi

NEW: Now you can set more permissions from your admin account for better management of orders in Ebriza.

To customize the actions that a user or manager can take, go to Settings --> Company Settings in your admin account

In the POS Settings section, you have the following options:

Restricting the moving menu items to another table - if you set the option to “Only Manager,” users who do not have the Manager role will NOT be able to move products to another table without the manager’s PIN confirmation

Restrict moving a table to another user - users who do not have the Manager role will NOT be able to assign a table to another user

Restrict discounts - users who do not have the Manager role will NOT be able to offer a discount on an order without the manager’s PIN confirmation

Restricting product voids - users who do not have the Manager role will NOT be able to remove products from an order without the manager's PIN confirmation.

The restriction applies to ALL ways in which a product can be removed from a receipt or its value reduced in Ebriza POS NEXT:

  • swipe left on the product — both deleting a marked product that has not yet been saved and voiding one that has already been sent;

  • press and hold the product, then select Delete product or Void product;

  • press and hold the product, then select Edit product and decrease the quantity (for example, from 5 to 1);

  • press and hold the product, then select Edit product and remove a priced modifier, if the total value of the paid modifiers on the line decreases;

  • the three-dot button, then Void products.

The following remain available without a PIN: swipe right and increasing the quantity from Edit product, adding notes, the serving order, adding a modifier or replacing it with one of equal or higher value, free modifiers (with a global price), as well as deleting tip, voucher, promotion, or discount lines. POS Managers are never asked for a PIN for their own actions.

Window order: if the action requires a confirmation prompt (for example, “Void product?” or confirmation when modifying an order received from a delivery partner), it appears BEFORE the PIN screen and is shown only once. If the operator cancels the confirmation, the manager is not prompted at all.

Block table after printing the check - Users who do not have the Manager role will no longer be able to perform any other actions on the tablet after the bill is issued (moving products, adding a tip, transferring the table to another user).

Keep in mind: if the POS Managers list is left empty, the application considers ALL users to be managers, and no one is asked for a PIN, regardless of how many restrictions you enable here. For the restrictions to take effect, explicitly add to POS Managers the users who are allowed to perform these actions without a PIN. After saving, ask users on tablets to log out and log back in so that the change is applied in the application. These options are available only in Ebriza POS NEXT - the settings have the New POS ONLY icon next to them. In the old application, the restriction works differently: it requires a manager whenever the current user does not have the manager role, regardless of the value set here.

Delivery platform orders: voiding a product is covered, but cancelling the entire order is not

For orders received from delivery platforms (Bolt Food, Glovo, Wolt, and other integrations), it is important to distinguish between two actions, as the answer is not the same:

Voiding or removing a PRODUCT from a delivery order - this can be restricted. The receipt screen for an order from the Deliveries menu is the same receipt screen used for a table, so the Restrict product voiding option set to Manager only also requires a POS Manager PIN here: a user who is not in the POS Managers list cannot remove a product from a Bolt Food, Glovo, or Wolt order without manager approval. The same applies to Restrict discount offers and Restrict product transfers on these orders.

Cancelling or rejecting the entire DELIVERY ORDER - this cannot be restricted. Moving an order to Cancelled or Rejected does not go through any of the restrictions above and does not check the POS Managers list. A delivery order can be accepted, rejected, or cancelled by any employee with POS access, regardless of whether they are in the POS Managers list and regardless of which restrictions you have enabled here. At this time, Ebriza does not have any setting, permission, or role that can be used to restrict the cancellation of an order received from a delivery platform.

If you need to find out who cancelled a specific delivery order and when, contact the Ebriza Support team: this information can be checked for a specific order, even though the action itself cannot be blocked.

IMPORTANT: The buttons for redirecting delivery orders and course serving must be enabled in order to use them in Ebriza POS NEXT.

These switches apply only to Ebriza POS NEXT

All the options described above are read only by Ebriza POS NEXT. The old application does not use them, with one exception: manager supervision for receipts containing only tips, which works in both applications.

This does not mean that the old application has no restrictions. There, the control for voids and discounts is always enabled and cannot be configured: if the logged-in user is not in the POS Managers list, the application requires a manager to be selected and their PIN entered. The only setting available in the old application is the content of the POS Managers list.

Also keep in mind the opposite consequence, which applies to both applications: if the POS Managers list is empty, the application considers all users to be managers, so it does not require a PIN from anyone, regardless of how many switches you have enabled here. Details are available in the Manager POS [OLD POS] and Manager POS [Ebriza POS NEXT] articles.

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