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Procedure documentationDefining Cash Management Authority Levels

Procedure

Cash management authority levels are assigned separately from all of the other features that require a security setup. You can define, view, and update authority levels for each safe and each applicable transaction type. Once the setup is complete, it is exported from Store Manager, applied by the Xpress Server and then can be downloaded to the POS terminals.

Note Note

Each safe is configured separately in the Configurator application. You can have access to up to five safes.

End of the note.

To assign authority levels for cash management:

  1. On the Main Menu, click Parameters Setup.

  2. On the Parameters Setup Menu, click Cash Mgmt Security. The Cash Management Security Setup window appears.

  3. In the Safe field, select the safe for which you want to set authority levels.

  4. Under Transaction/Option, select a transaction or option.

  5. In the Update Level field, select the minimum authority level required to perform the transaction or option.

  6. In the View Level field, select the minimum authority level required to view information in the corresponding window.

  7. For each of the remaining transactions and options for which you are defining authority levels, repeat steps 4 through 6.

  8. Click Save.