Manager Approvals
Overview
Some actions on the till are protected — cancelling or refunding an order, applying a discount or compliment, holding an order, ending the day, viewing reports, and more. If the signed-in user isn’t allowed to do one of these, the app asks a user who is allowed to approve it on the spot with their PIN. Once approved, the action’s own dialog opens as usual. Each approval covers that one action only.
Requirements
- A user with permission for the action, available at the till to approve it
- That user’s numeric PIN
Steps
Trigger a protected action
Try the action as normal — for example Cancel on an order in Order History. If you’re not allowed to do it yourself, the Responsible Users dialog opens instead of the action’s own dialog.
Select the approver
The dialog names the action — for example “Select the user that will approve cancelling an order” — and lists only the users who have that permission (admins are tagged Admin). Select the user who will approve.
Enter the PIN
The approver enters their numeric PIN on the keypad, then taps Approve.
The action continues
Once approved, the action’s own dialog opens — here, the usual Cancel Order confirmation with its reason and note — exactly as if you had the permission yourself.
Notes
Approval is per action — it doesn’t carry over. The next protected action asks again.
If the signed-in user already has the permission, no approval is asked.
The approver is recorded with the action, so order records always show who approved what.
Troubleshooting
“Invalid password”? The PIN was wrong — the approver can try again, or you can go back and select a different approver.
The right user isn’t in the list? They may not have the needed permission — check their role in Roles & Permissions.