The short answer
Open the person under Team, pick a role to fill in the usual switches, then tick what they need, like Perform refunds, and press Save changes. It reaches their till straight away without them signing out, and editing a role once under Roles changes everyone on it.
In this video
Step by step
Everything said in the video, chapter by chapter. Each time opens the video at that moment on YouTube.
0:00Priya's on the till, and a customer wants a refund. There's no Refund button. Let's give her one from the back office. Then watch her till change, while she's using it.
Find your teammate
0:19Here's your team. The chips show what each person can do. Priya has the till, and nothing else. Open her profile. This line says it in plain English. She can take payments, but she can't refund or void, and there's no back office.
Pick a role, then fine-tune
0:42Press Edit to see her switches. Priya's running shifts now, so pick Manager. The switches fill in with what a manager usually gets: more of the till, and the back office. Refunds and voids stay off, even for managers, until you allow them.
0:59Tick Perform refunds, and Void saved items in open tickets. The back office came on with the role. And each area can be switched off, on its own. Priya doesn't need to manage the team or change settings, so untick Team and Settings.
Save: live on their till
1:22Press Save changes. Now watch her till. Your access changed, and there's the Refund button. She didn't have to sign out. Back on her profile, Access history keeps a note of who changed what, and when.
Change a whole role
1:43Want every manager to refund, but only up to fifty pounds? Edit the role once, under Roles, and everyone on it follows.
Your own access
1:58One more thing. Your own role and switches are locked, so you can never lock yourself out.
Recap
2:05To recap. Open the person under Team. Pick a role to fill in the usual switches, then tick what they need, and press Save changes. It reaches their till straight away. Thanks for watching. In the next video, learn when to void an order, and when to refund it. Start free at walnutpos.com.