Overview
If you find that you are not able to view a customers purchase history for certain users at the POS there is a way to correct this.
Procedure
- Log into the back office with a user that has Admin permissions.
- Click on Admin on the left side.
- Search for "Manage Employee Roles" and click on it to open it.
- Select the Role you would like to edit. Typical roles are similar, but not limited to, "Admin", "Head Cashier", "Limited Cashier".
- Click "Edit Selected Role(s)"
- Scroll down to "Customers Management"
- Enable "View"
- Scroll down to "Report Management"
- Enable "View"
- Click "Save"
- Wait about a minute for the POS to automatically sync.
- Go back to the POS and log out with the current user.
- Log in as a user with the Role you just adjusted.
- Verify that they can now view customer's history.
Note: You may need to close the POS and restart it if you still are unable to view customer history.
Average Time to Complete
15 minutes including restarting POS