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      Managing Security Profiles in DPos.

      This guide provides a straightforward, step-by-step approach to help you effectively manage and optimize security profiles within your DPos system, ensuring your business stays secure.

      Managing Security Profiles in DPos

      Effectively managing security profiles in DPos ensures a secure system while optimizing user access. Follow these steps to configure security profiles.

      ✔ Log in to DPos – Open the application and enter your credentials.
      ✔ Navigate to the Maintenance Tab – Access the "Security Profiles" section.
      ✔ Choose a Profile – Select the security profile you want to edit.
      ✔ Replicate Options – Copy existing settings or restrict specific access.
      ✔ Assign/Unassign Options – Use arrows to allocate or remove access permissions.
      ✔ Save Changes – Click "Save" to update the security profile.


      Verify the Security Profile

      First, make sure staff members are assigned the appropriate security profile. If not, refer to this link for instructions on how to assign the correct profile. How to Change the Security Profile Category for Staff Members 

       
      Verify the Password
      Ensure the password is assigned to the staff profile. If not, refer to this link for instructions on how to set the password. How to Change the DPos Password for Staff Members 
       
      Log in to DPos 

      Open the DPos application. 

      Enter your username and password. 

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      Navigate to the Maintenance tab       

      From the main menu, find and click on the maintenance tab. 

      Look for the "Security Profiles" option and select it. 

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      Choose a Profile       

      Click on the dropdown button. 

      In the Security Profiles section, find the profile you want to edit. 

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      Note: The left side displays available actions, while the right side shows restricted actions.


      To Restrict Access      : Select the options from the list that you want to restrict access to this profile. 

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      Assign Options: 

      Toggle the right arrow to assign a single option. 

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      Toggle the double right arrow to assign all options. 

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      To Re-enable Access

      To re-enable access, simply reverse the steps illustrated above.

      Replicate Options

      Copy the existing Options to the selected profile. 

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      Here are all the available Security Parameters which can be restricted: 

      • Add Customer Notes: Allow access to add notes to customers' orders. 
      • Allocate Driver: Allow access to allocate driver functions. 
      • Apply Discount to Order: Allow access to apply discounts to orders. 
      • Assign Loyalty Points: Allow access to assign loyalty points via customer maintenance  
      • Backup/Restore: Allow access to backup and restore data via utilities page. 
      • Balance Sheet: Allow access to view the balance sheet via utilities page.  
      • Button Maintenance: Allow access to button maintenance. 
      • Change a Price: Allow access to change the price of an item via the order screen edit item function. 
      • Change Driver: Allow access to change the driver for an order (swap drivers) 
      • Change from a Delivery: Allow access to change an order from pickup to delivery. 
      • Change from a Shop/Pickup: Allow access to change an order from a shop/pickup. 
      • Change from a Table: Allow access to change an order from a table to a pickup.  
      • Change Intervals: Allow access to change intervals for orders via the order-taking screen. 
      • Change Password: Allow access to change passwords via staff maintenance.  
      • Change Payment Type: Allow access to change the payment type for orders. (Eg. From Cash to Eftpos) 
      • Change Security Profiles: Allow access to change security profiles (ONLY Owners should have this setting enabled) 
      • Change to a Delivery: Allow access to change an order from a pickup to a delivery. 
      • Change to a Shop/Pickup: Allow access to change an order to a shop/pickup. 
      • Change to a Table: Allow access to change an order to a table transaction. 
      • Clear Order: Allow access to clear orders. (remove all line items in the cart) 
      • Clockings: Allow access to the clock-in and clock-out page. 
      • Clockings Maintenance: Allow access to edit clock-in data. 
      • Close Table: Allow access to close tables when paying off a table transaction. 
      • Cloud Reports: Allow access to login to the cloud reports URL. 
      • Colour Maintenance: Allow access to colour maintenance for Makescreen. 
      • Condiment Pricing: Allow access to set condiment pricing (charge condiments according to size group) 
      • Cost Centre Maintenance: Allow access to cost centre maintenance. 
      • Customer Display: Allow access to the customer display screen. 
      • Customer Screen: Allow access to the customer screen. 
      • Customer Wait Screen: Allow access to the customer wait screen. (required makescreens) 
      • Customers: Allow access to customer management. 
      • Data Extraction: Allow access to extract data via utilities page. 
      • Deactivate System: Allow access to deactivate the system. 
      • Decrease Value of Order: Allow access to decrease the value of an order. 
      • Delete Item in Table Mod Bill: Allow access to delete an item in a table modification bill. 
      • Defer Orders: Allow access to defer orders. 
      • Display Map: Allow access to view the display maps page. 
      • Docket Settings: Allow access to docket settings. 
      • DPos Theme: Allow access to change the DPos theme. 
      • Edit Customer Notes: Allow access to edit notes on customer profiles. 
      • Edit Hidden Menus: Allow access to edit hidden menus. 
      • Generate Multiple Reports: Allow access to generate multiple reports. 
      • Get Config Upgrade: Allow access to get configuration upgrades. 
      • Get Live Help: Allow access to live help support. 
      • Get Upgrade: Allow access to get system upgrades. 
      • Ghost Stores Settings: Allow access to ghost store settings. 
      • Import Data from Access: Allow access to import data from Microsoft Access. 
      • Increase Value of Order: Allow access to increase the value of an order. 
      • Item Transfer: Allow access to transfer items between orders. 
      • Loyalty Report: Allow access to view loyalty reports. 
      • Make Screen: Allow access to the make screen. 
      • Make Screen Analysis: Allow access to make screen analysis. 
      • Merge Tables: Allow access to merge tables. 
      • Modify Bill: Allow access to modify bills. 
      • Move Table: Allow access to move tables. 
      • Online Lead Times: Allow access to view online lead times. 
      • Online Order Refund: Allow access to process online order refunds. 
      • Online Ordering: Allow access to online ordering functions. 
      • Online Support: Allow access to online support. 
      • Open Cash Drawer: Allow access to open the cash drawer via utilities page. 
      • Order Extras: Allow access to manage order extras. 
      • Order Search: Allow access to search for orders. 
      • Order Search Count: Allow access to view order search count (tally). 
      • Orders: Allow access to the order-taking screen. 
      • Orders History: Allow access to view order history. 
      • Pay Saved Delivery Order: Allow access to pay for saved delivery orders. 
      • Payment Types: Allow access to manage and edit payment types. 
      • Printer Maintenance: Allow access to printer maintenance. 
      • Printer Settings: Allow access to printer settings. 
      • Public Holiday Surcharge: Allow access to set public holiday surcharges settings page.  
      • Refund: Allow access to process refunds. (online ordering) 
      • Reprint Table Session: Allow access to reprint table sessions. 
      • Reset Order Number: Allow access to reset order numbers via utilities page.  
      • Reset Paid: Allow access to reset paid status for orders (eg: Change order from paid Eftpos to Paid Cash) 
      • Security Profiles: Allow access to security profiles (recommended only for Owner profiles) 
      • Settings: Allow access to system settings (global) 
      • Settings Local: Allow access to local settings (local) 
      • Show All Clockings: Allow access to view all clocked-in staff names. 
      • SMS Notification: Allow access to send SMS notifications for Pickup and Delivery. 
      • Specials Maintenance: Allow access to maintain specials (deals) 
      • Specials Settings: Allow access to special settings. 
      • Specify New Order Date: Allow access to specify a new order date. 
      • Street Names: Allow access to manage street names. 
      • Touchscreen Maintenance: Allow access to touchscreen maintenance. 
      • View Hidden Menus: Allow access to view hidden menus via the Exit Menu page.  
      • View Historical Orders: Allow access to view historical orders. 
      • View Web Log: Allow access to view web logs via utilities page. 
      • Xfer Settings: Allow access to transfer settings via utilities page. 

       

                 Save Button 

      Click "Save" to update the profile. 

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      By following these steps, you can efficiently manage security profiles in the DPos application. If you require further assistance, please contact our application support team.