Settings
Review Employee Status, Access, Sales and Login History
The employee detail pane is the owner's staff audit view: who this user is, where they can work, what they can do, and when they signed in.
- Menu path
- Manage -> Employees -> select employee row
- Verified from
- Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence
Live local Posnic app reviewed 2026-09-09, frontend/static/script/js/modules/js/users.js openDoc, _permsBlock, loadRecentSales, loadLoginHistory, filters and current-page CSV, frontend/modules/users.html row click, filter and export controls, api/src/controllers/sales.controller.js userSalesDetails endpoint, api/src/controllers/users.controller.js userstatusReportTable report permission and session date filtering
Open the Audit Pane
- Open Manage -> Employees.
- Use Filter when the list is long. Search by all fields, name or email.
- Click the employee row.
- Read the status badge first. Active means the account is enabled; it does not prove that its password, branch or register setup is correct.
- Review Contact, Access, On record, Permissions, Recent sales and Login history.
- Use Edit only when the reviewed evidence shows a change is required.
What to Check
| Pane area | What it means | Owner action |
|---|---|---|
| Contact | Email and staff name attached to the account. | Correct wrong ownership before the user performs more work. |
| Access | Assigned branches and registers. All registers of the branch means no narrower register list is stored. | Remove outlets or registers not required for the employee's current job. |
| On record | Account creation date and the most recent login timestamp when available. | Compare unexpected or dormant accounts with employment records. |
| Permissions | Resolved module chips: R is read, W is write and D is delete. A second line reports allowed till-action count when present. | Compare the resolved result with the approved role, not only the role name. |
| Recent sales | Up to five sales for this employee in the branch currently selected by the reviewer. | Open a bill row for transaction detail; use reports for a complete period review. |
| Login history | Up to five sign-ins from the last 90 days with outlet, device, operating system, browser and IP when recorded. | Treat an unfamiliar device or location as a reason to investigate before granting more access. |
Read Empty Activity Correctly
- No sales rung up yet means the current branch query returned no sale rows for this employee; check the selected branch before concluding the user has never sold.
- No sign-ins in the last 90 days describes only that rolling window. It is not a lifetime login statement.
- The audit pane requests five recent rows. Use the dedicated sales or user-status report when the review period needs more evidence.
- Login history is backed by the user-status report and requires report-read authority for the reviewer. Login history unavailable can therefore be a permission or request failure, not proof that no sign-in occurred.
Filter and Export the Employee List
Open Filter to search All fields, Name or Email. Exact requires the entered value to match exactly; leave it off for a partial name or email search.
- This page (what is shown) downloads employees.csv with Name, Email, Role and Status for the currently loaded page.
- Everything matching the filter is visible in the current menu but is not implemented by the current employee client. Do not rely on it for a complete staff audit.
- The employee list loads 25 rows per page. For more than 25 staff, review and export each page until the full-filter export is available.
- Use the exported file as an audit aid; do not edit the CSV and assume it changes Posnic.
- Keep exported staff files private because they include names, emails, roles and status.
When to Edit or Deactivate
- Edit when a person's branch, role, POS authority or email is wrong.
- Deactivate when a person leaves, a temporary account expires, or an integration is no longer trusted.
- Do not reuse an ex-employee login for a new employee. Create a new account instead.
- Review recent sales and login history before deleting or deactivating a suspicious account.
- Do not delete your own account or the shop owner account.
Session Filter
Sales Session Filter narrows date-based sales and reporting requests to the signed-in user's current session boundaries. It is useful when a cashier should review the current shift instead of the whole store period.
- Enable it for roles that should work only with their own session sales.
- Leave it off for managers who need store-wide review.
- Explain the behavior before training cashiers, because the same requested date range can produce different totals for a cashier and a manager.
- Test it while signed in as the employee. An owner viewing that employee's audit pane is still using the owner's own session and permissions.
Access Review Checklist
- Confirm the row identity and email belong to the intended person; never identify an account by display role alone.
- Confirm Active or Inactive matches the person's employment and access date.
- Compare branch and register access with the locations and tills assigned to that person.
- Compare every R, W and D permission chip with the approved role matrix and check the till-action count in the role detail.
- Review recent sales in each relevant branch and investigate unexpected bill numbers or processes.
- Review the last 90 days of sign-ins for unfamiliar outlets, devices, browsers or IP addresses.
- Edit or deactivate only after preserving any evidence needed for an incident or employment audit.
- Sign in as the employee after an approved change and test one permitted task plus one task that should be denied.