2 | Operator List Tab

This article covers an overview of the Operator List Tab and the configuration options available in BackOffice. Operators are the people who will need to log in and use Bepoz whether that be only at a SmartPOS Workstation and/or into BackOffice. An Operator can be created in BackOffice for each individual user who will need to complete a transaction on your system. The settings for each Operator can be set at an Operator Group level or an Individual Operator level.

This article covers an overview of the Operator List Tab and the configuration options available in BackOffice.

Operators are the people who will need to log in and use Bepoz whether that be only at a SmartPOS Workstation and/or into BackOffice.

An Operator can be created in BackOffice for each individual user who will need to complete a transaction on your system.

The settings for each Operator can be set at an Operator Group level or an Individual Operator level.

The more Operators who can be set up at Operator Group level will reduce the time required to set up and maintain the Operators.

Prerequisites

To access the Operator List, the following Operator Privileges will need to be enabled:

Operator Maintenance 'Maintenance' Tab

All "Operator" Flags

'Operator List' Tab

Item	Description	Visual/s (if applicable)
(A) Print List	Prints the Operator List that is currently in view from the Operator Screen to PDF
(B) Save Report	Saves the Operator List currently in view as a Report The Report can then be found in My Saved Reports It can also be found in Other Reports; under Saved Reports
(C) Export List	Allows for Exporting the Operator List currently in view using one of several Export Formats available
(D) Hide Headers	Hides Header information from view
(E) Add New Operator	Adds a New Operator using from scratch - as opposed to copying an existing Operator
(F) Edit Operator	Opens the Edit Operator window for the highlighted Operator, allowing the Operator's Settings to be Edited
(G) Add New Group	Adds a New Operator Group to the Operator List Use this to create layers of Operators and/or for creating additional Groups of Operators to run various reports on, i.e. Management, Supervisors, Waitstaff, Bartenders, etc. After creating a new Operator Group, optionally select the settings to assign to all Operators that will be added to the Group when enabling the Use Group Settings flag for the Group's Sub-Operators
(H) Operator List Radio Buttons	These control how Operator Groups and Individual Operators are Viewed View as the Full Tree of Operator Groups, List Only, or Hide List and show all Individual Operators in one view This concept is seen throughout BackOffice when viewing Group Lists such as Accounts, Products, etc.
(I) Views	This will allow for changing which Operator information is being viewed There are a three (3) Default Views to select from Additional Views can be created/edited by clicking on the Views Icon
(J) Filter	Use this to set criteria to the list of Operators in View to narrow down the Operators based on the selected parameter
(K) Sub Operators Flag	Enabling this flag will show all of the Operators within an Operator Group when that Group is selected
(L) Inactive Flag	Enabling this flag will show Inactive Operators Disabling this flag will hide all Inactive Operators
(M) Edit Mode Icon	Clicking the Edit Mode Icon will allow for editing select Operator information directly in the Operator List window without the need of opening individual Operator Maintenance windows This allows for quickly making edits to an Operator without opening each Operator's Maintenance window This can also be a time-saving option to make edits to multiple Operators' information at one time Once Edit Mode is enabled, an "X" Icon will replace the Edit Mode Icon; click the "X" Icon to Exit Edit Mode

Related Material

Operator Maintenance Header
Creating & Editing an Operator

2 | Operator List Tab

Item

Description

Visual/s (if applicable)

Related Material