Roles and permissions on the talech app

talech POS users have roles applied to them, but the permissions i.e., what the person can do within those roles are customizable, based on what your employees need.

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These guides cover talech Register and related POS equipment. Paytura is your merchant services partner; talech provides the register software and device support referenced in these articles.

talech POS users have roles applied to them, but the permissions i.e., what the person can do within those roles are customizable, based on what your employees need.

In this article

Create an Employee

  1. Log in to your register navigate to Back Office > Employees and select the plus button icon button in the top right corner of the screen. 
  2. You will then have the fields you can fill out for your new employee. 

 

new employee screen with input boxes for employee information  

 

Please see the section below on how to apply the role to an employee. 

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Apply a role to an employee

  1. To do this on the talech POS you simply need to log in to your register navigate to Back Office > Employees and select the employee you wish to apply a role to.
  2. At the bottom of the screen, you will see Roles. 

 

employee edit screen  

 

  1. From here, you can select the preferred role for your employee. 

 

roles screen with manager option selected  

 

If you don't want all the permissions within this role to apply to this employee, or you want them to have specific permissions in addition to their role, you can edit this following the Edit permissions steps below. 

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Edit roles

  1. Log in to your register.
  2. Navigate to Back Office > Employees and select Roles at the top. 

 

edit roles screen   

 

  1. Select the role that you want to edit and select or deselect any permissions you want to amend - remember this is for the role. In the example below these changes will affect any employee who has the User role. 

 

user role edit screen

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Edit permissions

There are often situations in which one specific employee needs to have extra permissions. For example, you may want to grant a long-term and trusted server permission to issue refunds; this would free up managers or supervisors if you have a busy period.  

  1. You simply need to log into the register app as an admin.
  2. Navigate to Back Office > Employees and select the employee you wish to give the extra permission to.  

 

edit employee screen   

 

  1. Select Roles at the bottom of the screen and then select the Edit button next to the role.
  2. You can select or deselect the permissions as you would like. Changing the permissions here only applies to the employee Jane Doe, not to any other employees who have the User role applied to them. 

 

specific employee's user role edit screen  

 

If you need a breakdown of what each of these individual permissions does, then you can find a list here Employee Permissions Breakdown

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Need more help?

  • talech training & device support (24/7): 1-888-995-1998
  • Paytura merchant support (24/5): 1-855-4-PAYTURA or contact Paytura