Heartland Retail POS

Name	Job	Status	Actions
@[[ c.name ]]	@[[ c.job ]]	Invited Active

Profile Time & Attendance Onboarding Benefits Payroll

First Name^*

Last Name^*

Phone Number

Email Address

Employee ID

Job and Compensation

Job Type

Pay Type

Pay Rate

Want to add overtime rules or additional wages? Upgrade to Time & Attendance

Overtime Exempt

This team member is not exempt from overtime FLSA rules. Learn More

Earns Comission

Upgrade to Heartland Complete to set comission rates for your team members.

Permissions

Protect your business by controlling what your team can see and do accross Heartland.

Permission Set

Server One set of permissions for all team members

Front of the House 0 team members

Manager 0 team members

Dishwasher 0 team members

Create New Permission Set Upgrade Required

Multiple levels of access for different team members

Edit Permission Set

Locations

Access

Credentials

These credentials allow this team member to use Heartland with the permissions set up above.

Persona Identification Number (PIN)

Generate

The PIN code is used for log in and time tracking at any point of sale on a shared device.

Point of Sale Device Access

Allow Setup of POS & Kitchen Display Devices

This team member will be invited to create an account for accessing Point of Sale device. Team Permissions is a permission set that can manage and access all aspects of your business, including sales reports and managing team members and their permission sets.

This level of account access should only be given to your most trusted individuals.

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

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

Passcode required

1 team member will require a 4-digit passcode to access shared point of sale.

Choose access points

Select the access points that team members can use with this permission set.

Shared points of sale

Access Heartland apps from a shared device.

Team Passcode

Generate

The Team Passcode allows you to restrict access to your point of sale without sharing your Owner Passcode. To track team members' time or sales, assign personal passcodes.

Mobile point of sale

Access Heartland apps from a personal device.

Dashboard

Access Heartland Dashboard.

Cancel Save

Payroll+

Payments+

Point of Sale (POS)

Admin Portal