This guide will be removed on April 29, 2022. Please use our new, easier-to-use Toast technical documentation site. All updated content is on the new site.

Additional POS access permissions

To provide access to more of the options and features available on Toast POS devices, you assign one or more of the following POS access permissions. You must assign these permissions along with one or more of the mode permissions.

The following table includes information about the POS Access permissions related to options and features on Toast POS devices on the job details page. To open the job details page, select Employees > Employee management > Jobs, and then select the job title.

Access Permission Description

Apply Cash Payments

Gives access to apply a cash payment against a check with an open balance due. In addition to this permission, the employee's Toast POS device must have the Allow Cash Payments device setting enabled. Often assigned with Table Service Mode, Quick Order Mode, Payment Terminal Mode, or Cash Drawer Access.

Employees who have this permission may apply cash payments provided the device they are using is configured to allow cash payments. If the employee does not have this permission or if the device is configured to not allow cash payments, then the cash payment buttons (including the Fast Cash button) are disabled on the device.

Assign to servers and others who need to apply cash payments against a check's balance due.

For more information, see Cash management overview.

Cash Drawer Access

Gives access to cash drawers to complete cash payments. Often assigned with Table Service Mode, Quick Order Mode, or Payment Terminal Mode.

Assign to servers and others who report cash in drawer during shift review. Employees who do not have this permission report cash in hand during shift review.

For more information, see Cash management overview.

View Other Employees' Orders

Gives access to orders placed by other employees for review. Must be assigned along with Payment Terminal Mode.

On the Payment Terminal screen, updates the Overflow menu (the icon) to include an option to switch between Show My Checks and Show All Checks.

Assign to managers and others who need to review all open, paid, and closed orders, not just their own.

Edit Other Employees' Orders

Gives access to orders placed by other employees for editing. Must be assigned along with View Other Employees' Orders.

On the Payment Terminal screen, employees can use Lookup to find results for any server and update any other employee's checks.

The Other Setup > UI Options > Edit Other Employees' Checks Confirmation option defines whether employees with this permission must respond to a confirmation prompt when they edit another employee's check.

Assign to managers and others who need to make changes to all open, paid, and closed orders, not just their own.

Add/Update Service Charges

Gives access to the service charge feature. On the Table Service or Quick Order screen, employees with this permission who select Svc Charge can proceed to select and apply a charge without asking for a manager's help.

Assign to managers and others who need to add or change service charges on checks, such as delivery fees or gratuities.

My Reports (+ Inventory/Menusphere)

Gives access to sales and time entry data. On the Toast POS home screen, gives access to My Account > Sales Report and Time Entries Report.

Employees who have login credentials for the Toast administration back-end can also access these reports from the website.

Assign to managers and others who need to access data about their own sales and work effort.

Shift Review Sales Data

Gives access to detailed sales and payment data for shift review. Often assigned with the manager-level Shift Review permission, which provides access to restaurant-wide shift review.

Assign to managers and others who need to review detailed sales data in their own shift reviews or in the restaurant-wide shift review.

No Sale

Gives access to cash drawers at any time. Allows employees to undo cash entries in a cash drawer. Must be assigned along with Quick Order Mode.

On the Quick Order screen, employees with this permission can use No Sale without asking for a manager's help.

Assign to servers and others who need to be able to open the cash drawer when they do not have a payment to complete.

For more information, see Cash management overview.

Key in Credit Cards

Gives access to credit card payment functionality when cards cannot be swiped successfully. Often assigned with Table Service Mode, Quick Order Mode, or Payment Terminal Mode.

On the payment screen, when you select Credit you are prompted to swipe or key in the card. Employees with this permission can proceed to type in the card number without asking for a manager's help.

Assign to managers and others who need to be able to type in credit card numbers when the cards cannot be swiped successfully.

Offline/Background Credit Card Processing

Gives access to credit card payment functionality when the Toast platform is offline. Employees with this permission can take credit card payments over the Transaction Limit when Offline threshold limit.

Often assigned with Table Service Mode, Quick Order Mode, or Payment Terminal Mode.

Assign to managers and others who need to accept credit card payments when the Toast platform is in offline mode and authorization is not guaranteed until the Internet connection is restored.

For more information, see Configuring offline credit card transactions.

Change Table

Gives access to the change table feature. Must be assigned along with either Table Service Mode or Quick Order Mode.

On the order screen, employees with this permission who select the Overflow menu (the icon) and then Change Table can proceed without asking for a manager's help.

Assign to managers and others who need to update orders to reflect a customer move from the table where the order was placed to another table, or to assign a table if a customer decides to dine in after ordering.

Change Server

Gives access to the change server feature. Must be assigned along with either Table Service Mode or Quick Order Mode.

On the order screen, employees with this permission who select the Overflow menu (the icon) and then Change Server can proceed without asking for a manager's help. When assigned along with Edit Other Employees' Orders, employees can select and transfer other employees' checks in addition to their own.

Assign to managers and others who need to update dine-in orders to reflect a service staffing change after the order was placed.

For more information, see To change the server for a single order or check.

Log Into Booking App (Waitlist and Reservations)

Gives access to the Toast Booking - Waitlist app on Android and iOS.

Assign to managers and staff that need access to manage your restaurant's waitlist. For more information, see this Toast Central article.