Each access permission that is available for your Toast POS or in Toast Web grants access to a system feature, such as an option on a Toast POS device, a type of report to run, or a configuration change to make. This article summarizes the available access permissions.
For more details about each permission, including who it should be assigned to, check out the access permissions reference in the Toast Platform Guide.
In this Article:
Typically, you don't assign access permissions to individual employees. Instead, you group a set of access permissions into a job and then assign the job to the employees who need to use the corresponding feature set.
- To set up jobs, you must have the Employee Jobs & Wages access permission and credentials to access Toast Web.
- To assign an access permission to an individual employee, you must have the User Permissions access permission. In addition, you must have any given access permission in order to include it in a job or assign it to an employee.
For more information about how to set up jobs and assign permissions to them, check out these other Toast Central resources:
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POS Access: Modes
The POS access permissions give employees the ability to use the main modes, or functions, of the Toast POS device. Every employee who has a passcode can sign in to a Toast POS device to access the clock in/out screen for time entry, but to use Toast POS devices for any other tasks, employees must have one or more of the following mode permissions:
1. POS Access
- 1.1 Table Service Mode
- 1.2 Quick Order Mode
- 1.3 Kitchen Display System Mode
- 1.4 Payment Terminal Mode
- 1.5 Pending Orders Mode / Orders Hub Mode
All of the mode permissions also provide access to the following sections and options on the Toast POS home screen.
Employees who have a mode permission and who also have credentials to access the Toast back-end can access their own user account information only, and can update that information as needed (including their email address, employee ID, and passcode). To complete any other tasks in Toast Web, additional access permissions are required.
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The remaining POS access permissions can be assigned, along with one or more of the mode permissions mentioned above, to provide access to the other options and features available on Toast POS devices. These permissions include:
For more details about each permission, including who it should be assigned to, check out the access permissions reference in the Toast Platform Guide.
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Delivery Access and Toast Delivery Services
The access permissions described in this section give employees access to features used to complete delivery orders.
2. Delivery Access
- 2.1 Delivery Mode (grants access to Delivery Mode on the POS device)
- 2.2 Update All Delivery Orders
- 2.3 Dispatch Driver
- 2.4 Cancel Dispatch
- 2.5 Complete Delivery
- 2.6 Update Driver
For more details about each permission, including who it should be assigned to, check out the access permissions reference in the Toast Platform Guide.
| Toast Delivery Services users will need all delivery permissions in order to utilize TDS features. See the table below for a description of how each permission impacts the TDS workflow. |
Permission | Toast Delivery Services (TDS) Function |
2.2 Update All Delivery Orders | Grants employees the ability to dispatch delivery orders to any delivery driver and update the status of all delivery orders assuming the delivery functions are permissible. |
2.3 Dispatch Driver | Dispatch driver assigns a driver to an unassigned delivery order and updates it to an en-route order. |
2.4 Cancel Dispatch | Cancel dispatch reverts an en-route delivery order back to an unassigned delivery order. |
2.5 Complete Delivery | Complete delivery updates an en-route order into a delivered order. |
2.6 Update Driver | Update driver will allow the employee to change the driver assigned to a completed delivery order. |
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Manager Access
Manager access permissions can be assigned, along with one or more of the mode permissions, to provide access to options and features on Toast POS devices that entail greater responsibility. Some of these features also require user credentials to access Toast Web.
Note: Any user with any of the 3. Manager permissions will have the ability to add special request to orders on the POS.
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To provide access to restaurant-wide reporting and configuration options for your Toast POS system, you can assign one or more of these restaurant admin access permissions. In most cases, these reporting and configuration features require that employees have credentials to access Toast Web.
For more details about each permission, including who it should be assigned to, check out the access permissions reference in the Toast Platform Guide.
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Quick Edit Access
Assign one or more of these permissions to your managers or employees to allow them to '86 an item, change prices, or add/remove menu items on the fly.
For more details about each permission, including who it should be assigned to, check out the access permissions reference in the Toast Platform Guide.
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Assign one or more of these permissions to owners and managers who are responsible for creating discounts, managing kitchen and payment settings, setting up taxes, and publishing configuration changes to all devices in the restaurant. In all cases, these configuration features require that employees have credentials to access Toast Web.
6. Web Setup
- 6.1 Discounts Setup
- 6.2 Kitchen / Dining Room Setup
- 6.3 Payments Setup
- 6.4 Publishing
- 6.5 Restaurant Groups Setup
- 6.6 Restaurant Operations Setup
- 6.7 Change sets
- 6.8 Tax Rates Setup
- 6.9 Websites Setup
For more details about each permission, including who it should be assigned to, check out the access permissions reference in the Toast Platform Guide.
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Assign one or more of these permissions to owners and managers who are responsible for configuring fundamental device-specific options.
Note: Some device setup options are available only after a feature is enabled in Toast Web, or rely on an optional service or module.
7. Device Setup
- 7.1 Terminal Setup
- 7.2 Advanced Terminal Setup
- 7.3 KDS and Order Screen Setup
- 7.4 Order Ready Board Access
Note: Some of the device setup access can be granted through POS Access permissions 1.1-1.5 as well (the POS "mode" permissions). The Setup > Device Setup options available to users with those POS Access permissions include:
- Receipt printer
- Order Auto-Firing
- Primary Service Area
- Device Default Dining Option
- Override Blank Tab Name Prompt (if Prompt for Tab Name is set to Yes)
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- Device Group
- Order Purge Threshold
- Bluetooth Easy Pairing
- Credit Card Pre-Authorization
- EMV Enabled
- Add New Card Reader
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- Default Item Selection Mode
- Enable SKUs
- Enable Quote TIme
- Menu Grid Dimensions
- Model (read-only)
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Account Admin Access
To provide access to sensitive or specialized information for your Toast POS system, you can assign one or more of these account admin access permissions. Employees who have any of these permissions must also have credentials to access Toast Web.
8. Account Admin
- 8.1 Financial Accounts
- 8.2 User Permissions
- 8.3 Data Export Config
- 8.4 Manage Integrations
- 8.5 Toast Shop Purchases
- 8.6 Toast Restaurant Card
- 8.7 Instant Deposit