Create POS permission groups

Note

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This article explains how to create a POS permission group in Microsoft Dynamics 365 Commerce.

The demo data company used to create this task is USRT. This task is intended for the Commerce operations manager role.

To create a POS permission group in Commerce headquarters, follow these steps:

1. In Commerce headquarters, go to Modules > Retail and Commerce > Employees > Permission groups.
2. Select New.
3. In the POS permission group ID field, enter a value.
4. In the Description field, enter a value.
5. Select Yes in the View time clock entries field. You can now enable or disable various permissions for your POS Permission group. For some permissions, you can set a value that the system uses to evaluate if the POS user can perform the action.
6. In the Allow create order field, select Yes.
7. In the Allow edit order field, select Yes.
8. In the Allow retrieve order field, select Yes.
9. In the Allow password change field, select Yes.
10. In the Allow blind close field, select Yes.
11. Select Save. After you save your changes, run the Staff distribution schedule to push the changes to commerce channels.
12. In the navigation pane, go to Modules > Human resources > Jobs > Jobs.
13. Next, assign the POS permission group to a Job. In the list, find and select the desired record.
14. Select Edit.
15. Expand the Job classification section.
16. In the POS permission group field, enter or select a value. All Workers in Positions for this Job use this POS permission group's settings unless the workers POS permissions are overridden at their Position level.
17. Select Save. After you save your changes, run the Staff distribution schedule to push the changes to channels.