Create POS permission groups

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 the navigation pane, go to Modules > Retail and Commerce > Employees > Permission groups.
2. Select New.
3. In the POS permission group ID field, type a value.
4. In the Description field, type 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 permission you can set a value that will be used to evaluate if the POS user can perform the action. This task guide enables a few permission that might be given to a cashier.
6. Select Yes in the Allow create order field.
7. Select Yes in the Allow edit order field.
8. Select Yes in the Allow retrieve order field.
9. Select Yes in the Allow password change field.
10. Select Yes in the Allow blind close field.
11. Select Save. After your changes are saved you need to 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 we will 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 will use this POS permission group's settings unless the workers POS permissions have been overridden at their Position level.
17. Select Save. After your changes are saved you need to run the Staff distribution schedule to push the changes to channels.