Tool Rights (Point of Sale)

Tool Rights determine the level of access users have to tools throughout Campus.

Only users assigned the Point of Sale Product Security Role may assign Point of Sale tool rights to other Campus application users.

The Point of Sale search does not follow calendar rights since accounts are not tied to calendars.

For more information about Product Security Role assignments, see the Multi-Product or Premium Product Environment (Security Administration) article.

This article refers to tool rights in abbreviated form (i.e., R, W, A, D or any combination of the four). 

Right

Description

R (Read)

The R right indicates the information on the corresponding tool may be viewed by the user. When applicable, the user is also allowed to print information. The user will NOT have access to the Save, Add or Delete icons in the action bar.

W (Write)

The W right indicates the user may view and modify the information on the corresponding tool. The Save icon in the action bar will be functional. This right allows the user to modify only existing data in the area since adding new data is controlled by the A right. This right includes the ability to change or remove data from a specific field.

A (Add)

The A right indicates the user may view, modify and add to the information on the corresponding tool. The New and Add icons in the action bar will be functional. This right allows the user to add new data/records.

D (Delete)

ASSIGN THIS RIGHT WITH CAUTION. The D right indicates the information on the corresponding tool may be deleted. The Delete icon in the action bar will be functional. This right provides the ability to completely remove an existing record, including all data contained within the record. The ability to change/remove data from a field is controlled through the W right.

 
This article includes suggested tool rights for different types of Point of Sale users.

Screenshot of point of sale tool rights

POS Tool Rights

 Sub-rights are italicized.

Tab

R

W

A

D

 Reports 

Only R rights apply. This right allows full access to the report.

N/A

N/A

N/A

Adjustment Report  

Only R rights apply. This right allows full access to the report.

N/A

N/A

N/A

Audit Report  

Only R rights apply. This right allows full access to the report.

N/A

N/A

N/A

Backdated Adjustments Report Only R rights apply. This right allows full access to the report.N/AN/AN/A

Cashier Report 

Only R rights apply. This right allows full access to the report.

N/A

N/A

N/A

Deposit Report  

Only R rights apply. This right allows full access to the report.

N/A

N/A

N/A

View Only

Allows users to edit the Deposit Slip number and Deposit Amount in the Deposit Slip Detail area.

N/A

Allows users to delete snapshots.

Edit Check  

Only R rights apply. This right allows full access to the report.

N/A

N/A

N/A

End of Day  

Only R rights apply. This right allows full access to the report.

N/A

N/A

N/A

Funds Transfer  

Only R rights apply. This right allows full access to the report.

N/A

N/A

N/A

Item Summary  

Only R rights apply. This right allows full access to the report.

N/A

N/A

N/A

Journal Batch  

Only R rights apply. This right allows full access to the report.

N/A

N/A

N/A

Patron Balance  

Allows user to generate the Low Balance Report and Low Balance Letter.

Allows user to edit Low Balance letters.

Allows user to create new Low Balance letters.

Allows user to delete Low Balance letters.

PIN Report  

Only R rights apply. This right allows full access to the report.

N/A

N/A

N/A

Transaction Detail  

Only R rights apply. This right allows full access to the report.

N/A

N/A

N/A

Transaction Summary  

Only R rights apply. This right allows full access to the report.

N/A

N/A

N/A

Voids Report  

Only R rights apply. This right allows full access to the report.

N/A

N/A

N/A

Balance Letter Wizard  

Allows user to generate the Balance Letter.

 

Users need Read/Write/Add tool rights to all Ad Hoc Reporting in order to Create, Edit and Delete letters.

Allows user to edit a Balance Letter template.

Allows user to create new Balance Letter templates.

Allows user to delete Balance Letter templates.

View OnlyView and ModifyView, Modify, and AddView, Modify, Add and Delete

Account Maintenance  

View Only

View and Modify
   

View, Modify, and Add
   

View, Modify, Add and Delete

Account

View Only

View and Modify

View, Modify, and Add

View, Modify, Add and Delete

Account Info  

View Only

View and Modify

View, Modify, and Add

View, Modify, Add and Delete

Journal  

View Only

View and Modify

View, Modify, and Add

View, Modify, Add and Delete

POS Account Messenger View OnlyView and ModifyView, Modify, and AddView, Modify, Add and Delete
User Group FormatsView OnlyView and ModifyView, Modify, and AddView, Modify, Add and Delete
POS Account Messenger SchedulerView OnlyView and ModifyView, Modify, and AddView, Modify, Add and Delete

Add Account

Only R rights apply. This right allows a user to create a POS account.

N/A

N/A

N/A

Mass Account Creation

Only R rights apply. This right allows a user to create POS accounts en masse.

N/A

N/A

N/A

Reminder/Restriction Wizard

Only R rights apply. This right allows user to enable/disable patron account restrictions and reminders en masse.

N/A

N/A

N/A

Account Management Wizard

N/A

Only RW rights apply. This right allows users to inactivate accounts, remove PINs, adjust balances on inactive accounts and transfer patron account data.

N/A

N/A

Set Student Number as PIN WizardN/A

Only RW rights apply. This right allows users to run the wizard in Test and Update Mode.

This tool right works with the Allow access to Student Number as PIN Features System Preference. That System Preference must also be selected in order for the user to run the Set Student Number as PIN Wizard.

N/AN/A
Student Number as PIN Log
This right allows users to view the Student Number to PIN Error Reports.N/AN/AThis right allows users to clear Test Logs.
PIN Auto GenView OnlyView and ModifyN/AN/A
POS Preferences View Only.View and ModifyView, Modify, and AddN/A
Notify Enrollment PIN Error for Student Numbers
When R rights are assigned, a Process Alert message is sent to the user if Campus cannot set the Student Number as PIN on a new enrollment. This alert is sent at the district level. Users assigned this tool right may see alerts about students that are not enrolled in the users school.N/AN/AN/A
Tally Meal EntryView OnlyView and ModifyView, Modify, and AddView, Modify, Add and Delete

Administration

View Only

View and Modify

View, Modify, and Add

View, Modify, Add and Delete

Service Layout Copy Wizard  

Only R rights apply. This right allows a user to copy existing services and service layouts (menus) between  schools/applications.

N/A

N/A

N/A

Application Manager

View Only

View and Modify

View, Modify, and Add

View, Modify, Add and Delete

Class Serve Preferences  

View Only

View and Modify

View, Modify, and Add

View, Modify, Add and Delete

Item Categories  

View Only

View and Modify

View, Modify, and Add

View, Modify, Add and Delete

Payment Location  

View Only

View and Modify

View, Modify, and Add

View, Modify, Add and Delete

Purchasable Items  

View Only

View and Modify

View, Modify, and Add

View, Modify, Add and Delete

Terminals

View Only

View and Modify

View, Modify, and Add

View, Modify, Add and Delete

Cafeteria Serve Preferences  

View Only

View and Modify

View, Modify, and Add

View, Modify, Add and Delete

Cafeteria Serve

View Only

View and Modify

View, Modify, and Add

View, Modify, Add and Delete

Quick ServeN/AOnly RW rights apply. This right allows users to create transactions for groups of patrons.N/AN/A
Terminal ManagerView OnlyView and ModifyView, Modify, and AddView, Modify, Add and Delete

Suggested Tool Rights

Infinite Campus highly recommends assigning tool rights to users through user groups. Individual users should NOT be assigned individual rights; rather, they should be made members of the user groups to which their job duties relate. See the Tool Rights (User Group) article for more information.

Food Service Director/Manager (Suggested Tool Rights)

Tab

Path

R

W

A

D

Allow Unfiltered Search

Student Information > Allow Unfiltered Search

X




Summary

Student Information > General > Summary

X




General Enrollment Information

Student Information > General > Enrollments > General Enrollment Information

X




People > Demographics

 

Selecting just People Demographics gives the User the ability to Search for All People on the Search Tab.

Census > People > Demographics

X




Household

Census > Households

X




Household InfoCensus > Households > InfoX


Household AddressesCensus > Households > AddressesX


Household Members

Census > Households > Members

X




FS Deposit

Census > Household > FS Deposit

X

X

X

X

Add Person

Census > People > Add Person

X

X

X


FS Deposit

Census > People > FS Deposit

X

X

X

X

Eligibility

FRAM > Eligibility

X

X

X

X

Letter EditorFRAM > Letter EditorXXXX
Online Application EditorFRAM > Letter Editor > Online Application EditorXXXX

Eligibility Import Wizard

FRAM > Eligibility Import Wizard

X

X

X

X

Eligibility End Date Wizard

FRAM > Eligibility End Wizard

X

X

X

X

FRAM Application Preferences

FRAM > FRAM Preferences

X

X

X


FRAM Verification Preferences

FRAM > FRAM Preferences

X

X

X


Household Applications

FRAM > Household Applications

X

X

X

X

Online ApplicationsFRAM > Online ApplicationsXXXX

Income Guide

FRAM > Income Guide

X




Verification

FRAM > Verification

X

X

X

X

FRAM Letter Batch

FRAM > Reports > FRAM Letter Batch

X

X

X

X

Household Applications

FRAM > Reports > Household Applications

X




Lunch Counts

FRAM > Reports > Lunch Counts

X




Eligibility

FRAM > Reports > Eligibility

X




Account Info

Point of Sale > Account Maintenance > Account Info

X

X

X

X

Journal

Point of Sale > Account Maintenance > Account Jpirnal

X

X

X

X

POS Account MessengerPoint of Sale > Account Maintenance > POS Account MessengerXXXX
User Group FormatsPoint of Sale > Account Maintenance > POS Account MessengerXXXX
POS Account Messenger SchedulerPoint of Sale > Account Maintenance > POS Account Messenger SchedulerXXXX

General

Point of Sale > Account Maintenance > POS Preferences

X

X

X

X

PIN Auto Gen

Point of Sale > Account Maintenance > POS Preferences

X

X

X

X

Add Account

Point of Sale > Account Maintenance > Add Account

X

X

X

X

Reminder/ Restriction Wizard

Point of Sale > Account Maintenance > Reminder/ Restriction Wizard

X

X

X

X

Account Management WizardPoint of Sale > Account Maintenance > Account Management WizardXXXX

Mass Account Creation

Point of Sale > Account Maintenance > Mass Account Creation

X

X

X

X

Set Student Number as PIN WizardPoint of Sale > Account Maintenance > Set Student Number as PINXXXX
Student Number as PIN LogPoint of Sale > Account Maintenance > Set Student Number as PIN > Student Number as PIN LogXXXX
Notify Enrollment PIN Error for Student NumbersProcess AlertX


Service Layout Copy Wizard

Point of Sale > Administration > Service Layout Copy Wizard

X

X

X

X

Application Manager

Point of Sale > Administration >  Application Manager

X

X

X

X

Item Categories

Point of Sale > Administration >  Item Categories

X

X

X

X

Payment Location

Point of Sale > Administration > Payment Location

X

X

X

X

Class Serve Preferences

Point of Sale > Administration >  Class Serve Preferences

X

X

X

X

Purchasable Items

Point of Sale > Administration > Purchasable Items

X

X

X

X

Terminals

Point of Sale > Administration >  Terminals

X

X

X

X

Cafeteria Serve PreferencesPoint of Sale > Administration > Cafeteria Serve PreferencesXXXX

Adjustment Report

Point of Sale > Reports > Adjustment ReportX


Audit Report

Point of Sale > Reports > Audit ReportX


Cashier Report

Point of Sale > Reports > Cashier ReportX


Deposit Report

Point of Sale > Reports > Deposit ReportX


Edit Check

Point of Sale > Reports > Edit CheckX


End of Day

Point of Sale > Reports > End of DayX


Funds Transfer

Point of Sale > Reports > Funds TransferX


Item Summary

Point of Sale > Reports > Item SummaryX


Journal Batch

Point of Sale > Reports > Journal BatchX


Patron Balance

Point of Sale > Reports > Patron BalanceX


PIN Report

Point of Sale > Reports > PIN ReportX


Transaction Detail

Point of Sale > Reports > Transaction DetailX


Transaction Summary

Point of Sale > Reports > Transaction SummaryX


Voids Report

Point of Sale > Reports > Voids ReportX


Balance Letter Wizard

 

User will need Read/Write/Add access rights to all Ad Hoc Reporting in order to Create, Edit and Delete letters.


Point of Sale > Reports > Balance Letter WizardX


Log Off


X

X



Kitchen Manager (Suggested Tool Rights)

Tab

Path

R

W

A

D

Allow Unfiltered Search

Student Information > Allow Unfiltered Search

X




Summary

Student Information > General > Summary

X




Household Info

Census > Households

X




Household Addresses

Census > Households

X




Household Members

Census > Households

X




 FS Deposit

Census > Households > FS Deposit

X

X

X

X

 FS Deposit

Census > People > FS Deposit

X

X

X

X

Eligibility

FRAM > Eligibility

X




Household Applications

FRAM > Household Applications

X




Online ApplicationFRAM > Online ApplicationsX


Reports: Lunch Counts

FRAM > Reports > Lunch Counts

X




Account Info

Point of Sale > Account

X




Journal

Point of Sale > Account

X

X

X

X

Purchasable Items

Point of Sale > Purchasable Items

X




Terminals

Point of Sale > Terminals

X




Quick ServePoint of Sale > Quick ServeXX

Adjustment Report

Point of Sale > Reports > Adjustment ReportX


Audit Report

Point of Sale > Reports > Audit ReportX


Cashier Report

Point of Sale > Reports > Cashier ReportX


Deposit Report

Point of Sale > Reports > Deposit ReportX


Edit Check

Point of Sale > Reports > Edit CheckX


End of Day

Point of Sale > Reports > End of DayX


Funds Transfer

Point of Sale > Reports > Funds TransferX


Item Summary

Point of Sale > Reports > Item SummaryX


Journal Batch

Point of Sale > Reports > Journal BatchX


Patron Balance

Point of Sale > Reports > Patron BalanceX


PIN Report

Point of Sale > Reports > PIN ReportX


Transaction Detail

Point of Sale > Reports > Transaction DetailX


Transaction Summary

Point of Sale > Reports > Transaction SummaryX


Voids Report

Point of Sale > Reports > Voids ReportX


Balance Letter WizardPoint of Sale > Reports > Balance Letter WizardX


Log Off


X

X



Cashier (Suggested Tool Rights)

Tab

Path

R

W

A

D

Allow Unfiltered Search

Student Information > Allow Unfiltered Search

X




Summary

Student Information > General > Summary

X




Household Info

Census > Households

X




Household Addresses

Census > Households

X




Household Members

Census > Households

X




Account Info

Point of Sale > Account

X




Journal

Point of Sale > Account

X




Purchasable Items

Point of Sale > Purchasable Items

X




Terminals

Point of Sale > Terminals

X




Cashier Report

Point of Sale > Reports > Cashier Report

X




Deposit Report

Point of Sale > Reports > Deposit Report

X




End of Day

Point of Sale > Reports > End of Day

X




Item Summary

Point of Sale > Reports > Item Summary

X




Transaction Detail

Point of Sale > Reports > Transaction Detail

X




Transaction Summary

Point of Sale > Reports > Transaction Summary

X




Log Off


X

X



Teacher (Suggested Tool Rights)

For districts using Class Serve.

Tab

Path

R

W

A

D

Class Serve

Instruction > Class Serve

X

X

X

X

Class ServeCampus Instruction Beta > Class ServeXXXX


Technical Support (Suggested Tool Rights)

Tab

Path

R

W

A

D

Allow Unfiltered Search

Student Information > Allow Unfiltered Search

X




Summary

Student Information > General > Summary

X




General Enrollment Information

Student Information > General > Enrollments > General Enrollment Information

X




People Demographics

 

Selecting just People Demographics gives the User the ability to Search for All People on the Search Tab.

Census > People > Demographics




Household

Census > Households

X




Household Info

Census > Households

X




Household Addresses

Census > Households

X




Household Members

Census > Households

X




 FS Deposit

Census > Household > FS Deposit

X




 FS Deposit

Census > People > FS Deposit

X




Account Info

Point of Sale > Account Maintenance >  Account

X




Journal

Point of Sale > Account Maintenance >  Account

X




General

Point of Sale > Account Maintenance > POS Preferences

X




PIN Auto Gen

Point of Sale > Account Maintenance > POS Preferences

X




Add Account

Point of Sale > Account Maintenance > Add Account

X




Reminder/ Restriction Wizard

Point of Sale > Account Maintenance > Reminder/ Restriction Wizard

X




Account Management WizardPoint of Sale > Account Maintenance > Account Management WizardX


Mass Account Creation

Point of Sale > Account Maintenance > Mass Account Creation

X




Application Manager

Point of Sale > Administration > Application Manager

X




Payment Location

Point of Sale > Administration > Payment Location

X




Purchasable Items

Point of Sale > Administration > Purchasable Items

X




Terminals

Point of Sale > Administration > Terminals

X

X

X


Terminal ManagerPoint of Sale > Terminal ManagerXXXX

Adjustment Report

Point of Sale > Reports > Adjustment ReportX


Audit Report

Point of Sale > Reports > Audit ReportX


Cashier Report

Point of Sale > Reports > Cashier ReportX


Deposit Report

Point of Sale > Reports > Deposit ReportX


Edit Check

Point of Sale > Reports > Edit CheckX


End of Day

Point of Sale > Reports > End of DayX


Funds Transfer

Point of Sale > Reports > Funds TransferX


Item Summary

Point of Sale > Reports > Item SummaryX


Journal Batch

Point of Sale > Reports > Journal BatchX


Patron Balance

Point of Sale > Reports > Patron BalanceX


PIN Report

Point of Sale > Reports > PIN ReportX


Transaction Detail

Point of Sale > Reports > Transaction DetailX


Transaction Summary

Point of Sale > Reports > Transaction SummaryX


Voids Report

Point of Sale > Reports > Voids ReportX


Balance Letter WizardPoint of Sale > Reports > Balance Letter WizardX


Log Off


X

X