Admin users in Access EPoS have the highest level of access in EPoS Manager, giving them full control over system settings, user management, and reporting.

This guide will help you get started with the key tools and configuration options available to you as an administrator.

Users in Access EPoS are your team members who need access to EPoS Manager. As an administrator, you can create new user accounts, define roles with specific permissions, and manage access levels to ensure everyone has the right level of access for their role.

Creating a new user in EPoS Manager allows you to add team members to the system and assign them the appropriate access they need to do their job. Proper user management is essential for maintaining security and ensuring users can only access the areas relevant to their role.

This article explains how to set up a new user account, including assigning allowed locations and the correct security level, so each team member is ready to work from day one.

User roles make it easier to manage system permissions by allowing you to assign the same access settings to multiple users at once, rather than configuring each account individually.

This article walks you through how to create a new user role in EPoS Manager, including how to define the permissions it includes, so you can apply consistent access settings across your team.

As your venue's requirements change, you may need to update the permissions attached to a user role. Each role can be configured with specific options such as Allow Load, Allow Edit, and Allow POSUpdates to control what users can see and do.

This article explains how to amend an existing user role in EPoS Manager, so you can keep access settings accurate and up to date as your team and operations evolve.

User levels in EPoS Manager range from 1 to 99, with higher levels granting broader access across the system. Adjusting a user's level allows you to expand or restrict their permissions as their role changes.

This article explains how to edit a user's access level in EPoS Manager, including the requirement that your own level must be higher than the user you are updating.

Access Evo is the platform that brings together your Access Group products. As an administrator, you can invite team members into Access Evo and assign them the appropriate permissions to use EPoS Manager.

This article shows you how to invite new members and manage their Access Evo permissions, ensuring your team can log in and work within the system from their first day.

Clerks are the staff members who operate the POSLink terminal during live service. As an administrator, you can create and configure clerk profiles to ensure each team member has the right access on the till and that their activity is tracked accurately.

A clerk profile sets up a team member's login credentials, security level, and operational settings on the POSLink terminal. Creating a clerk correctly ensures they can access the till and that their transactions are recorded against the right account.

This article walks you through how to create a new clerk in EPoS Manager, covering the key fields and settings you need to complete for each member of staff.

Different staff roles require different levels of access when using a POSLink terminal. A clerk's security level determines which functions they can perform during service, from standard sales through to voids and supervisor overrides.

This article explains how to adjust a clerk's security level in EPoS Manager, so each team member has access to the right functions without being able to perform actions outside their role.

Access EPoS provides a set of daily reporting tools that help you close out each trading day accurately and keep your financial records up to date. As an administrator, setting these up correctly ensures your venue runs smoothly and your data is always reliable.

The End of Day report closes the day's transactions and generates a summary of your venue's trading activity. Scheduling it to run automatically ensures this critical process is completed consistently each night, even on your busiest shifts.

This article explains how to configure the automatic End of Day report in EPoS Manager, including how to select your location and set the schedule so daily reporting runs without manual intervention.

A cash declaration records your daily cash and card takings at the end of each trading day. Completing it accurately ensures your financial records are aligned with your business date and makes end-of-day reconciliation straightforward.

This article shows you how to complete a cash declaration in EPoS Manager, including how to select the correct business date and enter your takings.

Scheduling an automatic restart for your POSLink terminals at the end of each trading day helps keep the system running smoothly and ensures any updates are applied regularly, reducing the risk of performance issues during service.

This article explains how to configure the End of Day reboot option in EPoS Manager using Global Flags, so your terminals restart automatically without requiring manual intervention from your team.

Access EPoS includes built-in support tools to help you and your team get answers quickly. As an administrator, making sure these tools are set up and your team knows how to use them reduces the time spent waiting for support and keeps service running smoothly.

The Access Digital Assistant is built directly into EPoS Manager and provides instant AI-powered answers to your questions 24/7. You can type a query or choose from a list of topics to get help without needing to contact the support team directly.

This article explains how to use the Access Digital Assistant, including how to access it from within EPoS Manager and how to connect to a human agent when a more complex query needs support team assistance.

The Get Help! button on POSLink generates a QR code that front-of-house staff can scan with their personal mobile to access Fin AI support on their phone — with company, site, and terminal details already loaded, so the till stays free for service.

This article explains how to enable the Get Help! button on each terminal and how staff use it to get support during a shift, so your whole team knows how to access help whenever they need it.