Security Filters

The Security Filters feature in LS Express allows you to apply filters on different pages to show records specific to the current Stores. This feature ensures that users only see data and information related to the store they are currently working in, providing a more focused and efficient user experience. When a filter is turned on for a page or area, LS Express applies Store Record Level filtering to it.

 

Here's how to use the Security Filters feature:

 

  1. Open the Administration page, click Navigate and select Stores.

  2. Double click the store name to open its details in the Store Card.

  3. Inside the Store Card, there will be a Security Filters FastTab that contains different fields. Each field on the Security Filters tab represents a different page or area in LS Express.

  4. When a toggle is turned on (enabled) for a specific security filter, it activates Store Record Level filtering for that page.

  5. For example, if you turn on the Sales History toggle, the Sales History page in the POS will only show sales invoices and credit memos posted for the current store.

 

For every filter except Staff, the current store is the store tied to the Sales Profile assigned to the POS device that the signed-in user is using (or, if the user has no device assigned to them specifically, the first device found in the company).

 

Field Description
Store Filters the Store List to show only the current store, sets the current store as the default on new Store Summary records, and locks the Store field on the Store Sales Overview page to the current store.
Sales Profile Filters the Sales Profile List to show only sales profiles that belong to the current store.
Staff Filters the Staff List and the POS staff login list to show only staff members assigned, through their Sales Profile, to the current store, plus staff with no store assigned. This filter behaves differently from the others: it only applies when the signed-in user has a POS device assigned to them individually — if not, no filtering happens and all staff are shown. See the note below.
Drawer Filters the Drawers list to show only drawers that belong to the current store, defaults new Store Summary records to the current store's drawer, and locks the Drawer ID field on the Store Sales Overview page to the current store's drawer.
Suspended Sales Invoice Filters the suspended sales invoice list to show only suspended invoices for the current store.
Posted Close Out Summary Filters the Posted Close Out Summaries list to show only posted close outs for the current store.
Close Out Summary Filters the (open) Close Out Summaries list to show only close outs for the current store, defaults new Store Summary records to the current store, and locks the Store field on the Close Out Summary page to the current store.
Sales History Filters the Sales History page in the POS to show only posted sales invoices and credit memos for the current store.

 

Note: The Staff toggle in the Security Filters FastTab controls which staff members appear on the POS login screen and in the back-office Staff List for this store. When it is turned on, only staff assigned to this store (plus staff with no store assigned) are shown; when it is off, all staff are shown. The toggle is off by default after upgrade. Staff visibility is no longer controlled by a Store field on the individual Staff — that field is now derived automatically from the staff member's assigned Sales Profile. If you previously relied on the Staff Card's Store field to restrict the POS login list, assign a Sales Profile to the affected staff and turn on the Staff toggle on the relevant stores.