Export Epos Now staff roles

This is a blank template where you can add filters and actions as needed to build you own custom flow. We have a large selection of filters and actions that can be applied in any sequence you like.

staff_role Available

When this happens…

Run automatically or manually

You can run this flow automatically on a schedule, for example every weekday at midnight, or choose to run it manually via our dashboard when you need it.

Trigger

Get the data …

Fetch the staff roles

The flow will fetch all staff roles from your Epos Now account ready for filtering

Fetch

Apply filters…

Target the staff roles that match your filters

You can specify which staff roles this flow applies to. Add as many filters as you like.

See the customisations section later on this page for a full list of available filters.

Filter

Then do this…

Export the staff roles

This is where you can specify what you want to export. Add as many actions as you like and you can even chain together actions for the same field, for example add 10 and then add 10%.

See the customisations section later on this page for a full list of available actions.

Action

Get Started

Customisation

This template can be easily customised by changing the triggers, filters and columns that are exported to the CSV file
Learn more

Triggers
Filters
Columns

Triggers are the events that start the flow.
For example, run at 6pm on Mondays, Wednesdays and Fridays.

Scheduler

Set your flow to run automatically at a specific time or interval. Choose from monthly, weekly, daily or hourly.

Manual Run

Run your flow manually using our dashboard. This is useful for testing your flow or running it on demand.

Filters allow you to apply the actions only to the objects that pass the filter criteria you specify.
For example, filter by the customer type or where the customer name contains certain characters.

Can Access Back Office

Can Access Misc Products

Can Access Table Plan

Can Access Till

Can Access Till Admin Options

Can Accesss Customers

Can Adjust Float

Can Apply Basket Discounts

Can Apply Item Discounts

Can Change Tab Spend Amount

Can Clear Transaction

Can Delete Unordered Items

Can Disable Service Charge

Can Edit Customer Points

Can Hold Transaction

Can Manually Select Customer

Can Order Allocation Server

Can Order Allocation Table Manager

Can Order Allocation Team Server

Can Receive Stock

Can Refund Items

Can Remove From Table

Can Run End Of Day

Can See End Of Day Report

Can Send Stock

Can Server Baking

Can Stock Take

Can Tip Out Others

Can Tip Out Self

Can Unlock Device Via Pin

Can Unrestricted Stock Take

Can Use Number Sale

Can Use Payouts

Can Use Petty Cash

Can Void Items

Description

I D

Is Admin On Till

Max Basket Discount Amount

Max Basket Discount Percentage

Max Customer Credit Limit

Max Item Discount Amount

Max Item Discount Percentage

Max Refund Amount

Name

Select Role

You can choose which columns you would like to be in the export.
You can change the column title to whatever you like and set the column order to match your export requirements.
For example, you can set the column title to “Customer Balance” and also apply transformations such as add 10%.