Employee Roles and Settings
When adding or editing an employee, you will set an employee role. Each role can access different features within POSaBIT.
- Staff can access:
- POSaBIT Pay to process purchases and Issue Refunds.
- Tools for support, training, and Employee Transaction report.
- Staff Orders can access:
- POSaBIT Pay to process purchases and Issue Refunds.
- Orders to complete Pickup and Delivery purchases.
- Tools for support, training, and Employee Transaction report.
- Managers can access:
- POSaBIT Pay to process purchases and Issue Refunds.
- Orders to complete Pickup and Delivery purchases.
- Employees to add and edit employees.
- Reports to view POSaBIT Pay, POS Data, and POS Upload History reports.
- Tools for support, training, Multi-Factor Authentication (MFA), POSaBIT Connections, upload POS data, and Employee Transaction report.
- Administrator can access:
- POSaBIT Pay to process purchases and Issue Refunds.
- Orders to process Pickup and Delivery purchases.
- Payments to manage business to business payments.
- Employees to add and edit employees.
- Reports to view POSaBIT Pay, POS Data, and POS Upload History reports.
- My Business to upload business related documents and change business information.
- Tools for support, training, Multi-Factor Authentication (MFA), POSaBIT Connections, upload POS data, and Employee Transaction report.
- Consultant can access:
- Business Documents within the My Business section to upload business related documents.
- Tools for support and training.
- Viewer can access:
- Reports to view Merchant Processing, POS Data, and POS Upload History reports.
- Tools for support, training, Multi-Factor Authentication (MFA), POSaBIT Connection, and upload POS data.
Click on the Email Notifications checkbox for the employee to receive document request related email notifications - these email notifications are for document requests only. You must be the primary contact for your financial institution, an Administrator, or a Consultant to receive document request related email notifications. The preferred delivery time will set a one hour window for scheduled emails to be delivered after the selected time. You may still receive unscheduled emails such as a declined document notifications or new document requests outside of the preferred delivery time.
Note: Not all roles and features are available to all businesses.
