Create and Edit Employee Roles

Roles enable you to grant default permissions to employees by assigning specific permissions to the role and then assigning the role to employees. For employees that require greater or lesser access than the default role, you can also customize a role for a specific employee to grant or revoke certain permissions.

This article will guide you through creating and editing roles, as well as editing individual employee roles to override the default permissions.

This article applies to the following:

Register Type
iPad Poynt Moby talech Register Mobile

Region
USA CA Europe

Tier
Starter Standard Premium Mobile

Business type
Quickserve Retail Service

How roles work with Register

Note: Employees can have more than one role assigned to them and can be assigned to one or more locations (if you have a multi-store account).

If an employee only has one role, they will be automatically logged in under that role upon signing in or clocking in.

If an employee has multiple roles, the employee can choose which role to use upon clocking in.

smart device showing the role selection screen.

Pre-defined Roles

The following table outlines the pre-defined roles available and their descriptions.

Role	Description
Admin	Full access to the talech App, including talech.com.
Manager	Access to running sales, reports, cash drawer, refunds, discounts, and hardware settings. This account has permission features where you can grant or remove certain permissions for the account.
User	Access to running sales, adjusting tips, and viewing their sales. This account has permission features where you can grant or remove certain permissions for the account.
Other	This account can only clock in and clock out of the talech App.

Custom overrides to a role

For employees that require greater or lesser access than the default pre-defined role, you can customize a role to override the defaults to grant or revoke certain permission for that specific employee only.

These overrides are unique to the employee at a specified location. Overrides can also be used to modify the pay rates for an employee performing a role at a specified location.

Create an employee role

You can create a new role from scratch or use a pre-defined role as a template. Roles have a predefined set of permissions that can be applied to as many employees as needed.

Log in to talech.com and select Employees > Roles.
Select New Role.

Select an option for creating the new role: Create a role from scratch or Create a role using a template of an existing role.

Specify the Role Name.
In the Role Wages section, provide the wage rates for each of the role's wages.

Regular Hourly Rate: This is the default rate for the role.
Overtime Rate: This is the rate when working overtime. Overtime and breaks can be set up via Employees > Overtime & Breaks.
Double Time Rate: This is the rate when working double time. This can also be set up via Employees > Overtime & Breaks.

For service businesses, in the Services section, add any services you’d like to assign to this role by default. This enables your customers to book appointments with any employee in this role.

Note: Appointment booking and services are only available for the service business type.

Services field in new role menu

For multi-store accounts

1. If you are a multi-store account, you can add multiple locations and assign services to this role for each location. Select Add Location and select the location to add.
2. Use the Add service field for each location to select and assign the service.

Add location button highlighted on new role menu.

Set the rest of the permissions for the role in the next sections. Toggle an option to the ON position to enable and toggle an option to the OFF position to disable.
When finished, select Create Role.

Permissions settings of the new role screen.

Edit a Role

From talech.com go to Employees > Roles.
Select a role to bring up the role detail view.
From the role details, you can change the name, default wage rates and various permissions.
When done updating, select Save Changes.
Select how to apply the changes made to this role.

Do not apply changes to employees: Does not update any employees currently assigned to this role. Only updates the default role configuration.
Apply changes to employees, unless that permission is customized: Only updates employees assigned to this role who are not using customized permissions.
Apply changes to employees: Updates all employees assigned to this role including employees with customized permissions.

Select Save Changes.

Edit an Employee

From talech.com go to Employees > Employees.
Select an employee to show the employee details page.
Make any necessary changes to the Employee Details or Employee Settings.
Select Save Changes when done.

To modify employee permissions, select Customize Role in the Employee Roles section. See the article, Modifying Employee Permissions for instructions.

Troubleshoot Employee Roles

If employee permissions are not applying properly for an employee role, try the following steps.

Have the employee attempt to clock out.
Check for an error message.

If there is an error message, the employee needs to be clocked out. This can be done by deleting the clock in on the timesheets from talech.com > Employees > Timesheets.
After the clock-in is deleted, have the employee try logging back in to test the permissions.

Need more help?

talech training & device support: 1-888-995-1998
Paytura merchant support: 1-855-4-PAYTURA or contact Paytura