Point of Sale Solution Back Office Employee Management

September 22, 2025

Description

How to create job roles, assign permissions to a job role or employee and add new employees

What's in this article?

Software Plan: Basics | Starter | Growth | Pro

Employee settings are managed in your toolbar under Basic Settings. This is where you create and manage job titles, create and manage employee contact information, and set pay rates. You can add a new employees or edit existing employee's contact information, role, pay rate or permissions. You can set the permissions based on job title or give an individual employee special permissions.

NOTE:
Employees that require access to the Back Office must have an email address.

Add a store job (job title)

Create store jobs (job titles) first to save time when setting up your employees. Store jobs include the name of the job, a description of the job, hourly and overtime pay rates. You can also assign a color code to a job title to color code your schedule by job.

Watch the video:

This video will show you how to add, edit, store, or service a store job from the Point-of-Sale Solution Back Office.
To add a store job from the Point-of-Sale Back Office, select Basic Settings > Employee
On the Store Jobs tab, click Add New to create a new job.
Enter the new Job title. This is a required field.
You have the option to do the following:
Enter a job description and the hourly rate and overtime rate.
Assign the job a color to color code your scheduling. Assign the color to the job, if desired.
Click Save
To edit a store job from the Point-of-Sale Back Office, select Basic Settings > Employees.
To edit an existing job title, click the Pen icon.
To delete a store job from the Point-of-Sale Back Office, select Basic Settings > Employees.
To remove the job title, click the Trash icon.
To service a store job from the Point-of-Sale Back Office, select Basic Settings > Employees.
Click Store Jobs
Click the Job Services icon to add a service to the store job.
Begin typing in Services to find the service you wish to assign to the job role, then click the service to select it. You can add multiple services to a job role.
Click Save Services
For more information, visit bankofamerica.com/MerchantHelp.

Add an employee or edit employee details

Add an employee or edit an employee's information including their email address, assigned job title, mobile phone number, and whether they are active or not.

To edit an existing employee

To edit employee information, in Basic Settings > Employees, click the Edit icon next to the employee you wish to edit information for, edit as necessary, then click Save. The Search field can be used to search for an employee name.
To assign or edit services associated with an employee, click the Staff services icon next to the employee name, select the service you wish to assign them to, then click Save services. In order to schedule a service for a customer with a specific employee, the service must be assigned to the employee. Availability for booking the service with that employee will depend on the employee's schedule.

Delete an employee

Remove an employee's information from the Back Office.

Assign permissions

Permission settings control access to the Back Office or the Point of Sale solution app features based on job role or individual employee. For example, you might give your managers the ability to void a sale, but not provide that option to a cashier. You might further allow a trusted cashier to have that void option.

NOTE:
Permissions availability is dependent upon your software plan and type of business.

To assign permissions to a job or employee

In Point of Sale Solution Back Office, select Basic Settings > Employees.
Select an employee and click the Edit staff roles icon to edit the employee information.
Assign the job permissions for Time and Attendance, Supervisor, Register, and Store Admin. Turn a permission group to On to assign all the permissions in the group or click the arrow to open the group and assign specific permissions. If one or more permission in a group is not turned on, the permission group status will display as Off.

NOTE: The quick access code can be four digits for all staff or a six-digit quick access code for more security.
Click Save.

Permissions and descriptions

Time and attendance permissions

Permissions and their descriptions
Permission	Description
Show Clockings	View the clock in/out activity.
Clock In/Out	Clock in and out on the Point of Sale app.
Show Schedules	View employee schedules.

Supervisor permissions

Permissions and their descriptions
Permission	Description
Loyalty:	Allow to edit customer information and adjust a customer's loyalty points.
Edit Customer	Allow to edit customer information.
Adjust Points	Allow to adjust loyalty points.
Merge All Tickets	Merge multiple tickets on the Point of Sale together to create a single ticket.
Delete a Save Item	Delete an open ticket that has been saved, such as a ticket sent to kitchen.
Admin Panel:	Manage admin features.
Hardware Set Up	Edit information in the Hardware setup to connect a Point of Sale with a printer, KDS or profile.
Edit Scheduler	Edit a calendar schedule.
Manual Batch	Settle a batch.
Register Start/End Amount	Set the start and end amount of the till.
Inventory Management	Inventory Read/Write - add inventory items. Inventory Read Only - view inventory items.
No Sale	Open the cash drawer without a sale occurring.
Reports	Allow to see reports on the Point of Sale.
View And Edit All Saved Tickets	View and edit all saved tickets.
View and Edit All Tips	View and edit all tips.
Make Pay In/Outs	Manage cash pay in and pay out at the till.
Transfer Any Employee's Tickets	Transfer a ticket from one employee to another to work.
POS Settings	Manage the Point of Sale settings.
Void Ticket	Void a ticket.
Split any Ticket	Split a ticket.

Permissions and their descriptions
Permission	Description
Merge Tickets	Merge tickets assigned to you.
Reprint	Reprint a receipt.
Settle Their Tips	Settle tips for tickets assigned to you.
Process a 'Card Not Present' transaction	Manually-enter credit card information when card is not present.
Promotion & Discounts:	Apply coupons and discounts to a ticket.
Apply Coupons	Apply a coupon to a ticket.
Provide Discounts	Apply a discount to a ticket.
Turn Off Sales Tax via iPad	Turn sales tax off for a ticket.
Create and View Tickets	Create and view tickets.
Split Tickets	Split a ticket.
Use 'Priced in Store' Buttons	Assign a price to an item that has an open price.
History:	Manage history features:
Manual Return	Return items by entering an item manually without having the original receipt.
Browse History	View history of transactions to perform a void or return: Perform voids - void a sale. Perform Non Manual Returns - return a sale using the original transaction. Perform Adjustment - adjust a sale to add or remove items.
Search	Search for transactions.
Transfer Their Tickets	Transfer tickets assigned to you to another employee.

Store admin permissions

Permissions and their descriptions
Estimates & Invoices:	Create, send and manage all estimates and invoices.
Manage Estimates	Create, send and manage estimates.
Manage Invoice	Create, send and manage invoices.
Manage Templates	Create templates when sending both estimates and templates.
Gift Cards & Loyalty:	Order and manage digital and physical gift cards. Set up and manage global loyalty programs.
Gift Card Portfolio	View both physical and digital gift cards, PINs, balances and transactions.
Global Loyalty	Set up a global loyalty program such as a Digital Punch Card, Dollar Spent Program and Multiplier.
Physical Card Orders	View new and previous orders for physical gift cards.
Digital Gift Card Setup	Set up digital gift cards.
Store Management:	Set up and manage location loyalty programs.
Location Loyalty	Set up a location loyalty programs such as a Digital Punch Card, Dollar Spent Program and Multiplier.
Virtual Terminal:	Complete one-time payments, set up and manage recurring billing.
Onetime Payment	Complete one-time payments.
Manage Subscription	Create, send and manage all recurring billing subscriptions.
Location Admin:	Manage customer information per location.
Customers:	Add/delete customers, view customer analytics, and bulk upload customer data.
Customers	Add customers, edit and manage customer details.
Analytics	Search and view frequent customers, top spenders and get sales insights on customers.
Upload Customers	Perform a bulk upload of customers.
Setup Register	Use email to login and set up the POS.
Online:	Set up and view your online store and settings.
Settings	Manage the online store settings such as; logos, banners and online store hour availability.
Items	Add and manage items that are sold through your online store.
Preview	View a preview of your online store.
Basic Settings:	Manage employees, products and services, hardware and in-store settings.
Receipt Builder	Manage receipts, E-receipts and ticket details.
Items	Manage products and services that are sold at location and also add taxes and printer types.
Global Settings	Manage your instore settings such as: tips, hours of operations, custom sales. schedule, delivery availability, accepted payment types and order types.
Hardware	Add and manage your registers and printers.
Employees	Add and manage employees, store jobs and permissions.
Location Reports	Access and download reports to run your business: Financial: Orders Transactions Sales Report Payment Types Taxes GiftCard Summary Sales Overview Sales by Staff Inventory: Summary Cost of Goods Inventory Reorder Modifiers Inventory Value Products Sold Audit: Staff Tips Voids Returns Discounts Price Override Batches Registers Calendar: Scheduled Completed
Time & Attendance:	View and manage employee schedule, pay and hours.
Employee Pay	Search and download employee shift details for payroll and accounting purposes.
Employee Hours	Search employee hours.
News Flash	Create and send notifications to employees on the Point of Sale upon clock-in.
Employee Scheduling	Create, manage and publish employee schedules and hours.
Time Entry Management	View, add or change missed employee clock in or clock out times.
Calendar:	Set up and view calendar settings and customer appointments.
Resources	Add an item, space, or other amenity that you would like to be able to schedule.
Settings	Manage calendar settings such as: notification settings for appointment reminders, confirmations and bookings.
Check-Ins	View which customers have been checked in.
Customer Appointments	Add, manage and edit all customer appointments.
Marketing:	Set up and manage marketing campaigns.
Campaigns	Send out marketing campaigns to specified groups.
Settings	Set marketing promotion settings.
Overview	Create and edit marketing templates.
Advanced Settings:	View and manage profiles, price adjust, inventory and supplier details.
Profiles	Create customized Point of Sale profiles (e.g., a bar, or salad station).
Inventory	Download current inventory to make bulk edits to item information such as: physical quantity, available quantity and purchased quantity, etc.
Price Adjust	Edit and manage item price and inventory information.
Suppliers	Edit and manage supplier information.
Discounts:	Add and manage auto and manual discounts.
Auto Discounts	Create and edit discounts that can be applied to your items. Customize each discount based on date, time of day and amount.
Manual Discounts	Create and edit manual discounts that can be applied to any item. Customize manual discounts based on date, time of day and amount.