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POS access "mode" permissions

The POS access "mode" permissions give employees the ability to use the main modes, or functions, of the Toast POS device. Every employee who has a POS access code can sign in to a Toast POS device to access the clock in/out screen for time entry. To use Toast POS devices for any other tasks, employees must have one or more of the mode permissions.

The following table includes information about the POS Access permissions related to mode 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

Table Service Mode

Gives access to

  • The Table Service screen, with Previous Checks and Lookup options for the server's own checks.

  • On the Toast POS home screen, gives access to My Account > Shift Review.

  • Setup > Device Setup > Credit Card Pre-Authorization

  • Setup > Device Setup > EMV Enabled

  • Setup > Device Setup > Add New Card Reader

Assign to servers who take orders and need comprehensive access to menu items and modifiers.

Quick Order Mode

Gives access to

  • The Quick Order screen, with Previous Checks and Lookup options for the server's own checks.

  • On the Toast POS home screen, gives access to My Account > Shift Review.

  • Setup > Device Setup > Credit Card Pre-Authorization

  • Setup > Device Setup > EMV Enabled

  • Setup > Device Setup > Add New Card Reader

Assign to servers who take orders and need a streamlined interface.

Kitchen Display Screen Mode

Gives access to the Kitchen Display System mode, with the Text Size option and, if enabled through Device Setup, the Show/Hide All Day View or Show/Hide Recently Fulfilled options.

Assign to cooks and expediters who use a KDS device to receive and fulfill orders.

For more information, see Using a KDS expediter screen.

Payment Terminal Mode

Gives access to

  • The Payment Terminal screen. Often assigned with Cash Drawer Access.

  • On the Toast POS home screen, gives access to My Account > Shift Review.

  • Setup > Device Setup > Credit Card Pre-Authorization

  • Setup > Device Setup > EMV Enabled

  • Setup > Device Setup > Add New Card Reader

Assign to cashiers and servers who complete transactions with credit card, cash, or other payment types.

Pending Orders Mode/Orders Hub Mode

Gives access to

  • The Pending Orders screen.

  • The Orders Hub screen.

  • Setup > Device Setup > Credit Card Pre-Authorization

  • Setup > Device Setup > EMV Enabled

  • Setup > Device Setup > Add New Card Reader

When assigned with the Manager access permission, gives access to the Device Setup > Enable quote time option which displays estimated takeout and delivery times in the title bar of the Table Service and Quick Order screens.

Assign to managers and others who take, review, approve, and reschedule orders for future fulfillment.

Note

Delivery Mode is also a mode permission with characteristics similar to the permissions described in this table. For more information about permissions relating to delivery tasks, see Delivery access permissions.

Employees who have a mode permission can access the corresponding function from the Toast POS home screen's Mode section. All of the mode permissions also provide access to the following sections and options on the Toast POS home screen.

  • My Account > Time Clock

  • The following Setup > Device Setup options:

    Options Group Options
    Device Setup
    • Receipt Printer

    • Always Print Receipt - Available on certain device types if Digital Receipts is set to Yes.

    • Guest Feedback - Available on certain device types if Digital Receipts is set to Yes and Always Print Receipts is set to No.

    • Order Auto-Firing

    • Primary Service Area

    • Device Default Dining Option

    • Override Blank Tab Name Prompt - Available if Prompt for Tab Name is set to Yes.

    • Device Group

    • Order Purge Threshold

    • Bluetooth easy pairing

    • Force mirroring of device on second screen

    Payment Processing
    • Credit Card Pre-Authorization

    • EMV Enabled - Requires an EMV reader.

    Card Readers
    • Add New Card Reader

    Order Screen
    • Default Item Selection Mode

    • Enable SKUs

    • Enable quote time

    • Menu Grid Dimensions

    Scale Certification
    • Model: Toast, Version:

    Note that access to Credit Card Pre-Authorization, EMV Enabled and Add New Card Reader options are also granted if you have the Terminal Setup permissions. For more information, see Device setup access permissions.

  • Support > Support Site, Status Page

Employees who have a mode permission and who also have credentials to access the Toast administration back-end can access their own user account information only, and can complete the following tasks.

  • Update email address

  • Change name

  • Add or update phone number

  • Update employee ID

  • Change passcode

  • Upload a photo

Employees who need to complete additional tasks must have additional access permissions assigned.