Overview
The Elevate Permissions feature allows Pavilion users to temporarily perform actions beyond their normal access level, such as giving a higher discount, editing a closed order, or processing a refund with manager authorization.
This is designed for real-world retail scenarios, like when a sales associate needs approval from a manager to override a price or apply a special discount. Instead of permanently changing user roles, managers can now grant temporary elevated permissions using their PIN.
Elevated permissions automatically expire after a set time and only apply to the current page or POS session, ensuring both flexibility and security.
Setting Up User PIN and Maximum Discount
Before users can grant or receive elevated permissions, a PIN must be configured for each manager or authorized user. You can also define the Maximum Allowed Discount per user.
To set these up:
1. Go to the App Launcher and open the User Management tool.
2. Click the dropdown icon next to a user’s name and select Edit.
3. In the edit window, fill in:
PIN: Used to authorize elevated permissions.
Max Allowed Discount: Sets the highest discount this user can apply.
4. Click Save to confirm.
⚠️ The Max Allowed Discount value is ignored if the user already has the Change Inventory Sale Price permission, since that permission allows unrestricted price changes.
How to Elevate Permissions
Once the PIN and permissions are configured, managers can grant elevated access as needed.
1. On any Pavilion page that supports elevation (for example, Inventory or Sales), press Ctrl+K (Windows) or Cmd+K (Mac).
2. The Elevate Permissions pop-up window will open.
3. In the pop-up:
Select the authorized user who will approve the action.
Enter the authorized user’s PIN to confirm.
Click Authenticate.
4. A new window will appear where you can:
Choose which Permissions to temporarily enable.
Set a Duration for how long the elevated access will remain active.
Select Grant Permissions.
When the timer expires, permissions automatically reset and the user will see a message that the time has run out.
💡 Elevated permissions work on the page where you activated them and in POS. Since POS is available everywhere, the same permissions will also apply there. If you refresh the page or the timer runs out, the permissions will be removed automatically.
Available Permissions Explained
Below is the list of permissions that can be managed or temporarily elevated. Each permission grants a specific capability within Pavilion.
Permission | Description |
Manage Inventory Adjustments | Allows editing and modifying inventory adjustments. |
Adjust Customer Balances | Enables manual changes to customer account balances and store credits. |
Cancel Orders | Grants the ability to cancel sales, jobs, layaways, and special orders. |
Change Inventory Sale Price | Allows setting custom sale prices when adding inventory items to orders or POS. |
Change Orders Associates | Enables modifying assigned sales associates and commission shares on orders that already have receipts. |
Change Tax | Allows selecting or changing the tax group applied to line items and orders. |
Do Giveaways and Donations | Enables marking sale line items as giveaways or donations. |
Edit Closed Orders | Allows editing previously closed or finalized orders, including line items and shipping details. |
Include Tax | Adds the option to include tax in item or order pricing. |
Process E-Commerce Refunds | Enables processing automated refunds for e-commerce orders through payment gateways. |
Process Returns | Allows processing returns and refunds for sold items. |
Return Expired Sales | Permits processing returns for sales that are beyond the standard return period. |
View Costs | Allows viewing item cost details across inventory and sales screens. |
Void Closed Orders Receipts | Enables voiding receipts for closed and finalized orders. |
Void Receipts | Grants the ability to void receipts for open (unclosed) orders. |
Permission Combinations
Some actions in Pavilion require multiple permissions to work properly. Granting only one permission may not be enough:
Process E-Commerce Refunds
May also require Process Returns to complete certain refund actions.
Cancel Orders
May also require Edit Closed Orders for finalized or partially processed orders.
Void Closed Orders Receipts
May also require Void Receipts to successfully void certain transactions.
⚠️ Always ensure that dependent permissions are granted together when performing these actions, otherwise the system may block the operation.
Summary
Elevate Permissions makes it easier to get quick approvals for actions that usually require higher access, like giving larger discounts, processing refunds, or changing orders.
Instead of switching roles or calling an admin, an authorized user can simply enter their PIN to grant you temporary permission. This keeps your workflow moving while still keeping control and security in place.