Overview
Role-based permissions in KorePOS Pro protect sensitive actions — refunds, discounts, voids, and financial reports — while keeping front-of-house staff fast at the till. Managers define roles once, assign PINs to team members, and audit who performed high-risk actions. This reduces shrinkage and keeps compliance tight across multi-site groups.
Before you begin
- KorePOS Pro with manager or owner access
- List of job functions per role (server, bartender, manager, etc.)
- Unique PINs for each team member
Step-by-step
Review default roles
Go to Staff → Roles in KorePOS Pro. Review built-in templates such as Server, Bartender, and Manager. Defaults are a starting point — most venues create custom roles that match how they actually operate.
Create custom roles
Tap Add role and name it clearly. Enable permissions per area: POS (discounts, voids), Payments (refunds), Reports (sales and labour), and Settings (menu and hardware). Principle of least privilege: only grant refunds and discounts to roles that genuinely need them.
Assign staff and PINs
Under Staff → Team, add or import team members and assign one role per person. Each member needs a unique PIN for clock-in and sensitive actions. Never share PINs between staff — shared PINs break audit trails.
Require PIN for sensitive actions
Enable PIN prompts for voids, discounts above a threshold, and manual drawer opens. Test with a non-manager account to confirm restricted actions are blocked. Adjust thresholds seasonally if your policy changes.
Troubleshooting
- Staff cannot access required features
- Edit their role to include the missing permission or assign a secondary role if your workflow needs split access. Changes apply on next sign-in.
- PIN forgotten
- Managers can reset PINs from Staff → Team. The affected user must choose a new PIN at next login.
- Refund blocked at till
- Verify the user’s role includes Payment refunds, or have a manager approve with their PIN if manager override is enabled.