Heartland Restaurant POS

Main Branch
4
Heartland Applications

Recently Used

Payroll

Merchant View

Time

Payroll+

Hire &
Onboard

Time

Benefits

Payroll

Payments+

Merchant
View

Mobile
Cashier

Payments
Manager+

Virtual
Terminal

Point of Sale (POS)

Restaurant
POS

Terminal+

Mobile Pay

Admin Portal

QUICK ACCESS EDIT

Dashboard
Menu
Front of House
Kitchen
Online Ordering
Payments
Staff
Customers
Customer Engagement
Reports
ALL PRODUCTS
E-commerce
Payroll+
Appointments
Capital
Buy Equipment
Integrations
Settings

Team Members Commissions Permissions

+ Create Permission Set

Name	Access	Actions
@[[ c.name ]]	@[[ c.access ]]	@[[ c.actions ]]

Setup Service Commissions

Permissions Access Points

Permission Set Name

Customize This Set of Permissions

Customize the permissions below to tailor the way team members with this permission set use Heartland.

Full Access

This enables all permissions except managing bank accounts. Only the account owner can manage bank accounts.

Checkout Active

Transactions Off

Subscriptions Off

Team Management Off

Appointments Off

Risk Manager Off

Account & Settings Off

Checkout

Grant access to excute sales transactions and manage orders.

Basic Sale Operations

Take payments

Take itemised payments

Manually enter customer amounts

Use Virtual Terminal Virtual Terminal allows team members to accept payments in a web browerser (Heartland Dashboard).

Cancel transactions

Manually adjust taxes during a transaction

Discounts

Apply restriced discounts and comps to a transaction

customers

Add customer to a sales transaction

cash management

Open cash drawer outside of a transaction

open tickets

View all open tickets for individual team member

View all open tickets for all team members

Delete or void saved items in open tickets

Cancel Save

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Edit quick access

Quick Access

Home
Menu
Front of the House
Kitchen
Online Ordering
Payments
Staff
Customers
Customer Engagement
Reports

All Products

Any products you enable below will be added to the quick access list.

@[[ o.name ]]

Cancel Save