This video highlights a new enhancement that adds permission controls for completing deposits within the point-of-sale system. It demonstrates how administrators can determine which users are authorized to finalize deposit actions, helping organizations strengthen financial oversight, improve process visibility, and reduce the risk of unauthorized deposit activity.
SOP: Granting Permission to Complete Deposits
Objective
This SOP explains how to grant users the ability to complete deposits by assigning the appropriate permission either to an individual user or through a permission profile. It helps ensure only authorized team members can complete deposits, improving financial control and reducing risk.
Key Steps
Navigate to User Permissions 0:00
Go to Users in the system.
Decide whether to assign the permission to:
One individual user, or
A permission profile for multiple users.
2. Assign Deposit Permission to an Individual User 0:23
Open the Users tab.
Search for and select the specific user.
Click Permissions.
In Search by Permission, type Deposit.
Locate Deposits and check Complete Deposit.
3. Assign Deposit Permission Through a Permission Profile 0:46
Click Permission Profiles.
Select the profile you want to update.
Click Permissions.
Search for Deposit.
Under Deposits, check Complete Deposit.
4. Confirm Access Control Benefits 1:00
Restricting deposit completion to approved users improves financial process control.
Limiting this permission helps reduce the risk of unauthorized deposits.
Review permissions periodically to ensure access remains appropriate.
Cautionary Notes
Only grant Complete Deposit to users who are authorized to handle deposits.
Be careful not to assign the permission broadly unless it is required for the role.
If using permission profiles, remember that changes may affect multiple users at once.
Verify the correct user or profile before saving changes.
Tips for Efficiency
Use permission profiles when multiple users need the same access to save time.
Standardize permission assignments by role to reduce manual updates.
Periodically audit deposit permissions to ensure access is still appropriate.
Keep a record of who has deposit access for internal controls and revi